Ikarian Capital, LLC
- SEC CIK
- 0001778253
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/17 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 82
- 較 2023 年第 4 季 +4
- 總值
- $3.68 億
- 較 2023 年第 4 季 +$211.4 萬 (+0.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 643,751 | $3,013 萬 | 8.2% | −36,619−5.4% | 減碼 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 710,277 | $2,582 萬 | 7.0% | +191,758+37.0% | 加碼 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 565,411 | $2,420 萬 | 6.6% | −24,832−4.2% | 減碼 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 559,271 | $2,195 萬 | 6.0% | +363,372+185.5% | 加碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 152,278 | $1,971 萬 | 5.4% | +19,638+14.8% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 367,965 | $1,088 萬 | 3.0% | +367,965 | 新進 | 歷史 |
| SLRNACELYRIN, Inc. | COM | 1,564,340 | $1,056 萬 | 2.9% | −426,665−21.4% | 減碼 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 261,365 | $1,036 萬 | 2.8% | −225,883−46.4% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 168,388 | $1,028 萬 | 2.8% | −31,612−15.8% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 145,147 | $1,018 萬 | 2.8% | +115,147+383.8% | 加碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 1,405,000 | $1,007 萬 | 2.7% | −1,245,000−47.0% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 276,925 | $894.7 萬 | 2.4% | +43,531+18.7% | 加碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 282,013 | $872.0 萬 | 2.4% | −191,113−40.4% | 減碼 | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 518,386 | $826.3 萬 | 2.2% | +12,524+2.5% | 加碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 297,096 | $800.4 萬 | 2.2% | +57,370+23.9% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 51,541 | $770.3 萬 | 2.1% | +51,541 | 新進 | 歷史 |
| NUVLNuvalent, Inc. | COM | 101,601 | $762.9 萬 | 2.1% | −156,541−60.6% | 減碼 | 歷史 |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 1,662,408 | $708.2 萬 | 1.9% | +1,662,408 | 新進 | 歷史 |
| LYRALyra Therapeutics, Inc. | COM | 1,056,829 | $657.3 萬 | 1.8% | −197,555−15.7% | 減碼 | 歷史 |
| ABEOAbeona Therapeutics Inc. | COM NEW | 888,593 | $644.2 萬 | 1.8% | +288,593+48.1% | 加碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 375,310 | $603.9 萬 | 1.6% | +7,842+2.1% | 加碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 589,642 | $584.3 萬 | 1.6% | +589,642 | 新進 | 歷史 |
| Cybin Ord23256X100 | COM | 13,953,488 | $577.0 萬 | 1.6% | +13,953,488 | 新進 | – |
| CRVOCervoMed Inc. | COM | 237,345 | $553.0 萬 | 1.5% | +237,345 | 新進 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 291,701 | $518.1 萬 | 1.4% | +291,701 | 新進 | 歷史 |
| MRNSMarinus Pharmaceuticals, Inc. | COM NEW | 537,925 | $486.3 萬 | 1.3% | −208,144−27.9% | 減碼 | 歷史 |
| MGNXMacrogenics Inc | COM | 318,167 | $468.3 萬 | 1.3% | +318,167 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 107,187 | $461.4 萬 | 1.3% | +107,187 | 新進 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 300,000 | $441.0 萬 | 1.2% | +300,000 | 新進 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 590,088 | $364.1 萬 | 1.0% | +590,088 | 新進 | 歷史 |
| LRMRLarimar Therapeutics, Inc. | COM | 438,528 | $332.8 萬 | 0.9% | −164,340−27.3% | 減碼 | 歷史 |
| JSPRJasper Therapeutics, Inc. | COM NEW | 105,175 | $308.8 萬 | 0.8% | +105,175 | 新進 | 歷史 |
| AEONAEON Biopharma, Inc. | CL A | 257,977 | $299.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | Stock | 297,481 | $279.6 萬 | 0.8% | −302,519−50.4% | 減碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 507,647 | $279.2 萬 | 0.8% | +501,733+8,483.8% | 加碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 476,586 | $250.7 萬 | 0.7% | +63,705+15.4% | 加碼 | 歷史 |
| TRMLTourmaline Bio, Inc. | COM | 108,483 | $248.4 萬 | 0.7% | +108,483 | 新進 | 歷史 |
| QUREuniQure N.V. | SHS | 469,133 | $243.9 萬 | 0.7% | +311,768+198.1% | 加碼 | 歷史 |
| IBIOiBio, Inc. | COM NEW | 600,000 | $243.6 萬 | 0.7% | +600,000 | 新進 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 633,282 | $230.5 萬 | 0.6% | −589,570−48.2% | 減碼 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 412,565 | $223.6 萬 | 0.6% | +412,565 | 新進 | 歷史 |
| IMUXImmunic, Inc. | COM | 1,612,378 | $212.8 萬 | 0.6% | +1,612,378 | 新進 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 35,092 | $206.3 萬 | 0.6% | +731+2.1% | 加碼 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 140,687 | $198.0 萬 | 0.5% | −234,120−62.5% | 減碼 | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 85,000 | $189.8 萬 | 0.5% | +85,000 | 新進 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,443,181 | $180.4 萬 | 0.5% | +1,443,181 | 新進 | – |
| VYGRVoyager Therapeutics, Inc. | COM | 180,857 | $168.4 萬 | 0.5% | −125,000−40.9% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 25,372 | $158.0 萬 | 0.4% | −169,610−87.0% | 減碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 51,335 | $139.3 萬 | 0.4% | +51,335 | 新進 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 154,625 | $138.9 萬 | 0.4% | +154,625 | 新進 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 101,325 | $138.2 萬 | 0.4% | −245,146−70.8% | 減碼 | 歷史 |
| ALLKAllakos Inc. | COM | 932,675 | $117.5 萬 | 0.3% | +695,619+293.4% | 加碼 | 歷史 |
| PRQRProQR Therapeutics N.V. | SHS EURO | 483,583 | $109.8 萬 | 0.3% | +10,958+2.3% | 加碼 | 歷史 |
| IFRXInflaRx N.V. | COM | 704,987 | $108.6 萬 | 0.3% | +16,383+2.4% | 加碼 | 歷史 |
| ABOSAcumen Pharmaceuticals, Inc. | COM | 266,435 | $107.9 萬 | 0.3% | −48,830−15.5% | 減碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 100,609 | $106.0 萬 | 0.3% | −51,212−33.7% | 減碼 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 46,648 | $101.5 萬 | 0.3% | +46,648 | 新進 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 754,061 | $96.5 萬 | 0.3% | +35,802+5.0% | 加碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 331,451 | $94.1 萬 | 0.3% | −546,049−62.2% | 減碼 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 466,019 | $83.4 萬 | 0.2% | +3,191+0.7% | 加碼 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 202,701 | $81.3 萬 | 0.2% | +14,037+7.4% | 加碼 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 868,992 | $78.3 萬 | 0.2% | +15,601+1.8% | 加碼 | 歷史 |
| ELEVElevation Acquisition Group Inc. | COM | 148,089 | $76.0 萬 | 0.2% | −1,023,850−87.4% | 減碼 | 歷史 |
| NYXHNyxoah SA | COMMONSTOCK | 50,699 | $68.4 萬 | 0.2% | +50,699 | 新進 | 歷史 |
| VERUVeru Inc. | COM | 946,382 | $66.3 萬 | 0.2% | +946,382 | 新進 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM | 409,355 | $61.8 萬 | 0.2% | +9,355+2.3% | 加碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 88,497 | $58.1 萬 | 0.2% | −76,983−46.5% | 減碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 49,415 | $51.9 萬 | 0.1% | +384+0.8% | 加碼 | 歷史 |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 157,862 | $45.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TPSTTempest Therapeutics, Inc. | COM | 105,600 | $41.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 22,335 | $38.1 萬 | 0.1% | +22,335 | 新進 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 530,776 | $37.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 40,369 | $18.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 213,392 | $16.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 6,816 | $9.20 萬 | <0.1% | −5,300−43.7% | 減碼 | 歷史 |
| BCLIBrainstorm Cell Therapeutics Inc. | COM NEW | 90,242 | $5.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYBXSynlogic, Inc. | COM NEW | 20,448 | $3.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 1,047 | $2.16 萬 | <0.1% | −367,083−99.7% | 減碼 | 歷史 |
| FNCHFinch Therapeutics Group, Inc. | COM NEW | 6,892 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 501 | $8,216 | <0.1% | −47,669−99.0% | 減碼 | 歷史 |
| Aslan Pharmaceuticals Ltd04522R200 | SPON ADS NEW | 35,420 | $6,273 | <0.1% | 00.0% | 不變 | – |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 236 | $5,098 | <0.1% | −979,226−100.0% | 減碼 | 歷史 |
選擇權（39 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 | $6,672 萬 | $1,779 萬 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $6,642 萬 | – |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | $2,043 萬 | $1,805 萬 |
| CORTCorcept Therapeutics Inc | COM | $2,505 萬 | $704.1 萬 |
| IRONDisc Medicine, Inc. | COM | $2,469 萬 | $308.8 萬 |
| AZNAstraZeneca PLC | SPONSORED ADR | – | $2,095 萬 |
| EYPTEyePoint, Inc. | COM NEW | $1,360 萬 | $426.8 萬 |
| BMEABiomea Fusion, Inc. | COM | $154.0 萬 | $1,611 萬 |
| AMGNAmgen Inc | Stock | – | $1,706 萬 |
| FDMT4D Molecular Therapeutics, Inc. | COM | $820.7 萬 | $820.7 萬 |
| VKTXViking Therapeutics, Inc. | COM | $1,640 萬 | – |
| SRPTSarepta Therapeutics, Inc. | COM | – | $1,503 萬 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | $1,406 萬 | $40.7 萬 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | $1,373 萬 | – |
| BHVNBiohaven Ltd. | COM | – | $1,223 萬 |
| BBIOBridgeBio Pharma, Inc. | COM | – | $1,204 萬 |
| INSMINSMED Inc | COM PAR $.01 | $192.4 萬 | $942.0 萬 |
| LNTHLantheus Holdings, Inc. | Stock | – | $1,058 萬 |
| AREAlexandria Real Estate Equities, Inc. | COM | $944.9 萬 | – |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | $793.6 萬 | – |
| ATXSAstria Therapeutics, Inc. | COM | $216.3 萬 | $563.0 萬 |
| MGNXMacrogenics Inc | COM | – | $770.6 萬 |
| CYTKCytokinetics Inc | COM NEW | $701.1 萬 | – |
| SRRKScholar Rock Holding Corp | COM | – | $643.4 萬 |
| ANVSAnnovis Bio, Inc. | COM | $299.8 萬 | $297.5 萬 |
| APLSApellis Pharmaceuticals, Inc. | COM | $587.8 萬 | – |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | $516.0 萬 | $8.57 萬 |
| MRNSMarinus Pharmaceuticals, Inc. | COM NEW | $191.8 萬 | $274.1 萬 |
| TRMLTourmaline Bio, Inc. | COM | – | $410.4 萬 |
| ALPNAlpine Immune Sciences, Inc. | COM | – | $408.3 萬 |
| TARSTarsus Pharmaceuticals, Inc. | COM | – | $363.5 萬 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | $52.9 萬 | $301.1 萬 |
| SLNOSoleno Therapeutics Inc | COM | – | $347.1 萬 |
| CABACabaletta Bio, Inc. | COM | $341.2 萬 | – |
| VRDNViridian Therapeutics, Inc. | COM | $313.3 萬 | – |
| RAPTRAPT Therapeutics, Inc. | COM | $221.1 萬 | $78.3 萬 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | – | $133.0 萬 |
| CBIOCrescent Biopharma, Inc. | COM | $51.8 萬 | $51.8 萬 |
| ABEOAbeona Therapeutics Inc. | COM NEW | – | $48.9 萬 |
2023 年第 4 季之後清倉（20 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ARGXArgenx SE | SPONSORED ADR | 70,000 | $2,654 萬 | 7.3% | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 200,000 | $1,913 萬 | 5.2% | – |
| PTGXProtagonist Therapeutics, Inc | COM | 319,000 | $731.5 萬 | 2.0% | 歷史 |
| ICVXIcosavax, Inc. | COM | 440,000 | $693.4 萬 | 1.9% | 歷史 |
| CABACabaletta Bio, Inc. | COM | 216,620 | $491.7 萬 | 1.3% | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 500,000 | $480.5 萬 | 1.3% | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 70,546 | $441.6 萬 | 1.2% | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 285,900 | $380.2 萬 | 1.0% | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 270,000 | $295.4 萬 | 0.8% | 歷史 |
| IMGNImmunoGen, Inc. | COM | 90,162 | $267.3 萬 | 0.7% | 歷史 |
| MRNAModerna, Inc. | Stock | 24,546 | $244.1 萬 | 0.7% | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 262,694 | $169.2 萬 | 0.5% | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 555,572 | $156.1 萬 | 0.4% | 歷史 |
| CHRSCoherus Oncology, Inc. | COM | 340,787 | $113.5 萬 | 0.3% | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 337,636 | $101.0 萬 | 0.3% | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 15,000 | $93.0 萬 | 0.3% | 歷史 |
| OKUROnKure Therapeutics, Inc. | COM | 421,300 | $67.4 萬 | 0.2% | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 14,524 | $59.2 萬 | 0.2% | 歷史 |
| TCONTracon Pharmaceuticals, Inc. | COM NEW | 2,765,530 | $48.4 萬 | 0.1% | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 19,482 | $2.05 萬 | <0.1% | 歷史 |