Ikarian Capital, LLC
- SEC CIK
- 0001778253
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 78
- 較 2023 年第 3 季 −3
- 總值
- $3.66 億
- 較 2023 年第 3 季 +$9,620 萬 (+35.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ARGXArgenx SE | SPONSORED ADR | 70,000 | $2,654 萬 | 7.3% | +70,000 | 新進 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 680,370 | $2,421 萬 | 6.6% | −112,550−14.2% | 減碼 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 590,243 | $2,376 萬 | 6.5% | +53,523+10.0% | 加碼 | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 200,000 | $1,913 萬 | 5.2% | +200,000 | 新進 | – |
| BBIOBridgeBio Pharma, Inc. | COM | 473,126 | $1,910 萬 | 5.2% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 258,142 | $1,900 萬 | 5.2% | −19,892−7.2% | 減碼 | 歷史 |
| SLRNACELYRIN, Inc. | COM | 1,991,005 | $1,485 萬 | 4.1% | −927,421−31.8% | 減碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 877,500 | $1,292 萬 | 3.5% | +877,500 | 新進 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 132,640 | $1,279 萬 | 3.5% | +132,640 | 新進 | 歷史 |
| ANNXAnnexon, Inc. | COM | 2,650,000 | $1,203 萬 | 3.3% | +2,650,000 | 新進 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 194,982 | $1,126 萬 | 3.1% | +52,216+36.6% | 加碼 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 518,519 | $1,050 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 233,394 | $983.3 萬 | 2.7% | −64,400−21.6% | 減碼 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 487,248 | $928.7 萬 | 2.5% | +487,248 | 新進 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 368,130 | $850.7 萬 | 2.3% | +368,130 | 新進 | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 505,862 | $850.4 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| MRNSMarinus Pharmaceuticals, Inc. | COM NEW | 746,069 | $811.0 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 319,000 | $731.5 萬 | 2.0% | +319,000 | 新進 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 239,726 | $718.5 萬 | 2.0% | −415,000−63.4% | 減碼 | 歷史 |
| ICVXIcosavax, Inc. | COM | 440,000 | $693.4 萬 | 1.9% | +440,000 | 新進 | 歷史 |
| LYRALyra Therapeutics, Inc. | COM | 1,254,384 | $657.3 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 979,462 | $590.6 萬 | 1.6% | +465,361+90.5% | 加碼 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 216,620 | $491.7 萬 | 1.3% | +216,620 | 新進 | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 500,000 | $480.5 萬 | 1.3% | +500,000 | 新進 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 200,000 | $445.6 萬 | 1.2% | +50,000+33.3% | 加碼依 1 比 15 拆股換算 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 70,546 | $441.6 萬 | 1.2% | +40,000+131.0% | 加碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 285,900 | $380.2 萬 | 1.0% | +285,900 | 新進 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 346,471 | $379.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ABEOAbeona Therapeutics Inc. | COM NEW | 600,000 | $300.6 萬 | 0.8% | +600,000 | 新進 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 270,000 | $295.4 萬 | 0.8% | +270,000 | 新進 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 374,807 | $287.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| LRMRLarimar Therapeutics, Inc. | COM | 602,868 | $274.3 萬 | 0.8% | −80,000−11.7% | 減碼 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 90,162 | $267.3 萬 | 0.7% | −300,000−76.9% | 減碼 | 歷史 |
| VYGRVoyager Therapeutics, Inc. | COM | 305,857 | $258.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 30,000 | $250.5 萬 | 0.7% | +30,000 | 新進 | 歷史 |
| MRNAModerna, Inc. | Stock | 24,546 | $244.1 萬 | 0.7% | +24,546 | 新進 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | Stock | 600,000 | $219.6 萬 | 0.6% | +600,000 | 新進 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 34,361 | $205.7 萬 | 0.6% | +34,361 | 新進 | 歷史 |
| AEONAEON Biopharma, Inc. | CL A | 257,977 | $185.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 1,222,852 | $184.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 151,821 | $170.5 萬 | 0.5% | +150,000+8,237.2% | 加碼 | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 262,694 | $169.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 555,572 | $156.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 412,881 | $125.5 萬 | 0.3% | +100,000+32.0% | 加碼 | 歷史 |
| ABOSAcumen Pharmaceuticals, Inc. | COM | 315,265 | $121.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 195,899 | $118.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CHRSCoherus Oncology, Inc. | COM | 340,787 | $113.5 萬 | 0.3% | −525,000−60.6% | 減碼 | 歷史 |
| IFRXInflaRx N.V. | COM | 688,604 | $112.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 165,480 | $107.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| QUREuniQure N.V. | SHS | 157,365 | $106.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 337,636 | $101.0 萬 | 0.3% | −1,400,000−80.6% | 減碼 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 718,259 | $97.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PRQRProQR Therapeutics N.V. | SHS EURO | 472,625 | $93.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 15,000 | $93.0 萬 | 0.3% | +15,000 | 新進 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 853,391 | $80.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 462,828 | $77.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OKUROnKure Therapeutics, Inc. | COM | 421,300 | $67.4 萬 | 0.2% | +421,300 | 新進 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 48,170 | $66.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALLKAllakos Inc. | COM | 237,056 | $64.7 萬 | 0.2% | −550,000−69.9% | 減碼 | 歷史 |
| ELEVElevation Acquisition Group Inc. | COM | 1,171,939 | $62.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 14,524 | $59.2 萬 | 0.2% | −123,300−89.5% | 減碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 49,031 | $51.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TCONTracon Pharmaceuticals, Inc. | COM NEW | 2,765,530 | $48.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TPSTTempest Therapeutics, Inc. | COM | 105,600 | $46.5 萬 | 0.1% | +105,600 | 新進 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 530,776 | $43.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 157,862 | $38.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 188,664 | $35.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM | 400,000 | $34.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 367,468 | $25.7 萬 | 0.1% | +48,877+15.3% | 加碼 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 40,369 | $16.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 213,392 | $10.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYBXSynlogic, Inc. | COM NEW | 20,448 | $7.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 12,116 | $6.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FNCHFinch Therapeutics Group, Inc. | COM NEW | 6,892 | $2.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCLIBrainstorm Cell Therapeutics Inc. | COM NEW | 90,242 | $2.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 19,482 | $2.05 萬 | <0.1% | +19,482 | 新進 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 5,914 | $1.46 萬 | <0.1% | +5,914 | 新進 | 歷史 |
| Aslan Pharmaceuticals Ltd04522R200 | SPON ADS NEW | 35,420 | $6,531 | <0.1% | 00.0% | 不變 | – |
選擇權（43 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 |
|---|---|---|---|
| KRYSKrystal Biotech, Inc. | COM | $5,111 萬 | $1,241 萬 |
| ARGXArgenx SE | SPONSORED ADR | $2,971 萬 | $2,971 萬 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | $1,887 萬 | $3,248 萬 |
| CYTKCytokinetics Inc | COM NEW | $29.2 萬 | $5,039 萬 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $4,911 萬 | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | $4,065 萬 | $24.4 萬 |
| LLYEli Lilly & Co | Stock | $4,080 萬 | – |
| PRTAProthena Corp Public Ltd Co | SHS | $1,520 萬 | $2,180 萬 |
| SRPTSarepta Therapeutics, Inc. | COM | $981.7 萬 | $1,761 萬 |
| ABBVAbbVie Inc. | Stock | – | $2,053 萬 |
| IMVTImmunovant, Inc. | COM | $693.9 萬 | $1,267 萬 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | – | $1,911 萬 |
| BMEABiomea Fusion, Inc. | COM | $726.0 萬 | $1,129 萬 |
| KRTXKaruna Therapeutics, Inc. | COM | – | $1,855 萬 |
| CORTCorcept Therapeutics Inc | COM | $881.2 萬 | $881.2 萬 |
| LNTHLantheus Holdings, Inc. | Stock | – | $1,674 萬 |
| EYPTEyePoint, Inc. | COM NEW | $654.5 萬 | $903.6 萬 |
| IMGNImmunoGen, Inc. | COM | – | $1,354 萬 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | $1,211 萬 | – |
| DYNDyne Therapeutics, Inc. | COM | $332.5 萬 | $808.1 萬 |
| NUVLNuvalent, Inc. | COM | $356.2 萬 | $768.3 萬 |
| AMGNAmgen Inc | Stock | – | $1,008 萬 |
| AREAlexandria Real Estate Equities, Inc. | COM | $929.2 萬 | – |
| APLSApellis Pharmaceuticals, Inc. | COM | – | $897.9 萬 |
| NVAXNovavax Inc | COM NEW | $438.3 萬 | $342.3 萬 |
| RCUSArcus Biosciences, Inc. | COM | – | $764.0 萬 |
| XENEXenon Pharmaceuticals Inc. | COM | $709.7 萬 | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | – | $514.1 萬 |
| CABACabaletta Bio, Inc. | COM | $454.0 萬 | – |
| RCKTRocket Pharmaceuticals, Inc. | COM | – | $449.6 萬 |
| MRNAModerna, Inc. | Stock | $440.6 萬 | – |
| Morphosys AG617760202 | SPONSORED ADS | – | $396.0 萬 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | – | $355.8 萬 |
| SLRNACELYRIN, Inc. | COM | – | $251.3 萬 |
| OKUROnKure Therapeutics, Inc. | COM | $69.2 萬 | $173.2 萬 |
| TARSTarsus Pharmaceuticals, Inc. | COM | – | $202.5 萬 |
| RAPTRAPT Therapeutics, Inc. | COM | $146.1 萬 | – |
| SLNOSoleno Therapeutics Inc | COM | – | $85.3 萬 |
| IMUXImmunic, Inc. | COM | – | $67.5 萬 |
| VERVVerve Therapeutics, Inc. | COM | $57.6 萬 | – |
| ANVSAnnovis Bio, Inc. | COM | $6.36 萬 | – |
| CLDXCelldex Therapeutics, Inc. | COM NEW | $7,932 | – |
| INSMINSMED Inc | COM PAR $.01 | – | $6,198 |
2023 年第 3 季之後清倉（26 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AKROAkero Therapeutics, Inc. | COM | 200,000 | $1,012 萬 | 3.8% | 歷史 |
| PCVXVaxcyte, Inc. | COM | 142,417 | $726.0 萬 | 2.7% | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 174,945 | $623.7 萬 | 2.3% | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 216,949 | $585.3 萬 | 2.2% | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 254,876 | $457.5 萬 | 1.7% | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 178,360 | $412.4 萬 | 1.5% | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 154,900 | $391.1 萬 | 1.5% | 歷史 |
| BHVNBiohaven Ltd. | COM | 106,138 | $276.1 萬 | 1.0% | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 1,579,770 | $200.6 萬 | 0.7% | 歷史 |
| BIVIBiovie Inc. | CL A NEW | 457,345 | $156.0 萬 | 0.6% | 歷史 |
| CBAYCymaBay Therapeutics, Inc. | COM | 104,300 | $155.5 萬 | 0.6% | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 142,692 | $137.4 萬 | 0.5% | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 229,100 | $120.0 萬 | 0.4% | 歷史 |
| JSPRJasper Therapeutics, Inc. | COM | 1,125,087 | $78.8 萬 | 0.3% | 歷史 |
| IMUXImmunic, Inc. | COM | 450,000 | $66.2 萬 | 0.2% | 歷史 |
| LLYEli Lilly & Co | Stock | 1,227 | $65.9 萬 | 0.2% | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 62,766 | $61.2 萬 | 0.2% | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 32,547 | $27.2 萬 | 0.1% | 歷史 |
| PTCTPTC Therapeutics, Inc. | COM | 10,862 | $24.3 萬 | 0.1% | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 591,676 | $19.1 萬 | 0.1% | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 18,647 | $13.3 萬 | <0.1% | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 15,292 | $7.65 萬 | <0.1% | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 21,590 | $6.78 萬 | <0.1% | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 4,000 | $5.81 萬 | <0.1% | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 2,774 | $2,393 | <0.1% | 歷史 |
| Phaxiam Therapeutics S A29604W207 | SPON ADR NEW | 301 | $1,558 | <0.1% | – |