Ikarian Capital, LLC
- SEC CIK
- 0001778253
- 最新申報
- 2026/8/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 90
- 較 2022 年第 4 季 +23
- 總值
- $2.41 億
- 較 2022 年第 4 季 −$6.80 萬 (0.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RXDXPrometheus Biosciences, Inc. | COM | 125,926 | $1,351 萬 | 5.6% | −163,000−56.4% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 774,398 | $1,201 萬 | 5.0% | −192,302−19.9% | 減碼 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 869,390 | $1,156 萬 | 4.8% | +194,214+28.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 100,000 | $1,064 萬 | 4.4% | +100,000 | 新進 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 594,686 | $986.0 萬 | 4.1% | +594,686 | 新進 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 721,341 | $854.1 萬 | 3.5% | −15,978−2.2% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 225,000 | $843.3 萬 | 3.5% | −25,000−10.0% | 減碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 485,000 | $826.9 萬 | 3.4% | +485,000 | 新進 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 80,564 | $732.5 萬 | 3.0% | +80,564 | 新進 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 100,000 | $659.6 萬 | 2.7% | +100,000 | 新進 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 283,464 | $656.2 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 210,975 | $654.2 萬 | 2.7% | +210,975 | 新進 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 885,334 | $637.4 萬 | 2.6% | 00.0% | 不變 | – |
| XENEXenon Pharmaceuticals Inc. | COM | 160,486 | $574.4 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| BHVNBiohaven Ltd. | COM | 402,326 | $549.6 萬 | 2.3% | −435,174−52.0% | 減碼 | 歷史 |
| TCONTracon Pharmaceuticals, Inc. | COM NEW | 2,765,530 | $522.7 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 213,521 | $519.5 萬 | 2.2% | −163,500−43.4% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 50,000 | $486.2 萬 | 2.0% | +50,000 | 新進 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 228,677 | $459.2 萬 | 1.9% | −26,454−10.4% | 減碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 207,112 | $440.5 萬 | 1.8% | +207,112 | 新進 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 575,000 | $424.4 萬 | 1.8% | +575,000 | 新進 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 230,000 | $419.5 萬 | 1.7% | +92,013+66.7% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 195,146 | $393.6 萬 | 1.6% | +67,225+52.6% | 加碼 | 歷史 |
| MRUSMerus N.V. | COM | 208,650 | $383.9 萬 | 1.6% | +52,650+33.8% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 106,057 | $381.6 萬 | 1.6% | −161,419−60.3% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 27,469 | $355.6 萬 | 1.5% | +27,469 | 新進 | – |
| ALTAltimmune, Inc. | COM NEW | 677,300 | $285.8 萬 | 1.2% | +403,868+147.7% | 加碼 | 歷史 |
| BIVIBiovie Inc. | CL A NEW | 348,556 | $281.6 萬 | 1.2% | +348,556 | 新進 | 歷史 |
| ARDXArdelyx, Inc. | COM | 578,825 | $277.3 萬 | 1.2% | −800,000−58.0% | 減碼 | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 174,510 | $269.6 萬 | 1.1% | −192,609−52.5% | 減碼 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 841,596 | $263.4 萬 | 1.1% | +211,610+33.6% | 加碼 | 歷史 |
| BTAIQBioXcel Therapeutics, Inc. | COM | 133,014 | $248.2 萬 | 1.0% | −116,986−46.8% | 減碼 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 300,163 | $242.8 萬 | 1.0% | +300,163 | 新進 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 65,000 | $217.8 萬 | 0.9% | +65,000 | 新進 | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 1,355,605 | $215.5 萬 | 0.9% | −535,542−28.3% | 減碼 | 歷史 |
| JSPRJasper Therapeutics, Inc. | COM | 1,126,287 | $203.9 萬 | 0.8% | +1,126,287 | 新進 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 55,666 | $195.9 萬 | 0.8% | +55,666 | 新進 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 50,000 | $191.3 萬 | 0.8% | +50,000 | 新進 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 460,416 | $181.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MGNXMacrogenics Inc | COM | 250,000 | $179.3 萬 | 0.7% | +250,000 | 新進 | 歷史 |
| MORFMorphic Holding, Inc. | COM | 45,873 | $172.7 萬 | 0.7% | +45,873 | 新進 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 192,260 | $139.8 萬 | 0.6% | +179,021+1,352.2% | 加碼依 1 比 30 拆股換算 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 46,462 | $139.7 萬 | 0.6% | 00.0% | 不變 | – |
| BLUEbluebird bio, Inc. | COM | 412,628 | $131.2 萬 | 0.5% | −400,000−49.2% | 減碼 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 33,100 | $123.1 萬 | 0.5% | −75,000−69.4% | 減碼 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM | 300,000 | $116.7 萬 | 0.5% | +300,000 | 新進 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 8,324 | $114.7 萬 | 0.5% | −20,000−70.6% | 減碼 | 歷史 |
| ICPTIntercept Pharmaceuticals, Inc. | COM | 85,200 | $114.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 60,000 | $112.9 萬 | 0.5% | −265,000−81.5% | 減碼 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 140,000 | $110.0 萬 | 0.5% | +140,000 | 新進 | 歷史 |
| DCTHDelcath Systems, Inc. | COM NEW | 360,569 | $107.9 萬 | 0.4% | +360,569 | 新進 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 200,000 | $105.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ABOSAcumen Pharmaceuticals, Inc. | COM | 254,945 | $103.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 139,565 | $101.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 162,527 | $100.8 萬 | 0.4% | +162,527 | 新進 | 歷史 |
| PRQRProQR Therapeutics N.V. | SHS EURO | 472,625 | $100.7 萬 | 0.4% | +50,000+11.8% | 加碼 | 歷史 |
| IVAInventiva S.A. | ADS | 292,599 | $99.9 萬 | 0.4% | +292,599 | 新進 | 歷史 |
| ACHVAchieve Life Sciences, Inc. | COM | 174,714 | $99.0 萬 | 0.4% | +174,714 | 新進 | 歷史 |
| IMUXImmunic, Inc. | COM | 650,000 | $96.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| OKUROnKure Therapeutics, Inc. | COM | 155,819 | $93.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 48,170 | $77.4 萬 | 0.3% | +48,170 | 新進 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 17,805 | $74.7 萬 | 0.3% | −50,000−73.7% | 減碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 43,156 | $71.9 萬 | 0.3% | −160,000−78.8% | 減碼 | 歷史 |
| LYRALyra Therapeutics, Inc. | COM | 343,685 | $71.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 62,766 | $67.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BCLIBrainstorm Cell Therapeutics Inc. | COM NEW | 189,935 | $62.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 188,664 | $58.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 179,552 | $52.6 萬 | 0.2% | +130,521+266.2% | 加碼 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 221,830 | $52.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 260,087 | $47.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Aslan Pharmaceuticals Ltd04522R200 | SPON ADS NEW | 164,088 | $47.6 萬 | 0.2% | +164,088 | 新進 | – |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 156,203 | $46.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 236,709 | $34.2 萬 | 0.1% | −76,683−24.5% | 減碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 349,133 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 10,000 | $29.3 萬 | 0.1% | +10,000 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 962 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Erytech Pharma29604W108 | SPONSORED ADR | 248,426 | $25.2 萬 | 0.1% | +245,407+8,128.8% | 加碼 | – |
| CNTBConnect Biopharma Holdings Ltd | ADS | 219,501 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYBXSynlogic, Inc. | COM | 306,757 | $19.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 4,519 | $18.2 萬 | 0.1% | 00.0% | 不變 | – |
| RLMDRelmada Therapeutics, Inc. | COM | 65,491 | $14.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Bellicum Pharmaceuticals, Inc079481404 | COM NEW | 448,101 | $14.8 萬 | 0.1% | 00.0% | 不變 | – |
| SPPISpectrum Pharmaceuticals Inc | COM | 176,980 | $13.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Genfit S A372279109 | ADS | 32,786 | $13.2 萬 | 0.1% | +32,786 | 新進 | – |
| STSASatsuma Pharmaceuticals, Inc. | COM | 136,059 | $9.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FNCHFinch Therapeutics Group, Inc. | COM | 237,553 | $9.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Rocket Pharmaceuticals, Inc.77313F114 | *W EXP 09/02/202 | 367,112 | $6.00 萬 | <0.1% | +367,112 | 新進 | – |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 75 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Bio Green Med Solution, Inc.23254L603 | COM | 275,000 | $1.10 萬 | <0.1% | +275,000 | 新進 | – |
| GOSSGossamer Bio, Inc. | COM | 6,100 | $7,686 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（21 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SRPTSarepta Therapeutics, Inc. | COM | $3,739 萬 | $2,831 萬 |
| ITCIIntra-Cellular Therapies, Inc. | COM | – | $2,058 萬 |
| AXSMAxsome Therapeutics, Inc. | COM | $925.2 萬 | $925.2 萬 |
| ACRSAclaris Therapeutics, Inc. | COM | $592.2 萬 | $476.7 萬 |
| BMEABiomea Fusion, Inc. | COM | $124.0 萬 | $902.4 萬 |
| PTGXProtagonist Therapeutics, Inc | COM | $486.2 萬 | $486.2 萬 |
| BBIOBridgeBio Pharma, Inc. | COM | – | $911.2 萬 |
| RETAReata Pharmaceuticals Inc | CL A | – | $909.2 萬 |
| ALTAltimmune, Inc. | COM NEW | $454.6 萬 | $379.2 萬 |
| MORFMorphic Holding, Inc. | COM | – | $803.2 萬 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $762.1 萬 | – |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | – | $440.1 萬 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | – | $425.4 萬 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | $395.8 萬 | – |
| INSMINSMED Inc | COM PAR $.01 | – | $341.0 萬 |
| IMVTImmunovant, Inc. | COM | – | $248.6 萬 |
| BTAIQBioXcel Therapeutics, Inc. | COM | – | $132.9 萬 |
| KRYSKrystal Biotech, Inc. | COM | $82.5 萬 | – |
| BHVNBiohaven Ltd. | COM | – | $61.7 萬 |
| PTCTPTC Therapeutics, Inc. | COM | – | $47.5 萬 |
| IMGNImmunoGen, Inc. | COM | – | $40.9 萬 |
2022 年第 4 季之後清倉（7 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 89,219 | $1,015 萬 | 4.2% | 歷史 |
| ETNB89bio, Inc. | COM | 454,000 | $577.9 萬 | 2.4% | 歷史 |
| SGENSeagen Inc. | COM | 25,000 | $321.3 萬 | 1.3% | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM | 150,000 | $35.7 萬 | 0.1% | 歷史 |
| CABACabaletta Bio, Inc. | COM | 30,286 | $28.0 萬 | 0.1% | 歷史 |
| Aslan Pharmaceuticals Ltd04522R101 | ADS | 820,455 | $15.1 萬 | 0.1% | – |
| DSGNDesign Therapeutics, Inc. | COM | 11,568 | $11.9 萬 | <0.1% | 歷史 |