Ikarian Capital, LLC
- SEC CIK
- 0001778253
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 116
- 較 2024 年第 4 季 −6
- 總值
- $3.07 億
- 較 2024 年第 4 季 −$4,326 萬 (−12.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TARSTarsus Pharmaceuticals, Inc. | COM | 485,021 | $2,492 萬 | 8.1% | −122,668−20.2% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 523,431 | $1,756 萬 | 5.7% | +7,000+1.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 25,000 | $1,398 萬 | 4.6% | +25,000 | 新進 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 169,087 | $1,079 萬 | 3.5% | +135,000+396.0% | 加碼 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 113,904 | $1,008 萬 | 3.3% | −55,470−32.8% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 245,000 | $991.8 萬 | 3.2% | +245,000 | 新進 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 31,594 | $853.1 萬 | 2.8% | +31,594 | 新進 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 210,065 | $828.3 萬 | 2.7% | −81,175−27.9% | 減碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 130,000 | $825.4 萬 | 2.7% | +50,000+62.5% | 加碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 216,989 | $785.7 萬 | 2.6% | +38,000+21.2% | 加碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 244,179 | $785.0 萬 | 2.6% | −113,006−31.6% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 200,000 | $755.2 萬 | 2.5% | +200,000 | 新進 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 1,068,062 | $692.1 萬 | 2.3% | +170,200+19.0% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 494,949 | $667.2 萬 | 2.2% | +25,000+5.3% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 84,800 | $646.9 萬 | 2.1% | −35,000−29.2% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 280,000 | $616.0 萬 | 2.0% | +280,000 | 新進 | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 249,649 | $605.4 萬 | 2.0% | −100,000−28.6% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 149,982 | $602.8 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 289,538 | $569.8 萬 | 1.9% | −105,000−26.6% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 145,502 | $551.0 萬 | 1.8% | +145,502 | 新進 | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 248,940 | $536.2 萬 | 1.7% | +195,000+361.5% | 加碼 | 歷史 |
| ACOGAlpha Cognition Inc. | COM NEW | 967,867 | $511.0 萬 | 1.7% | +212,000+28.0% | 加碼 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 269,090 | $476.6 萬 | 1.6% | +126,762+89.1% | 加碼 | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 609,225 | $472.8 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 264,085 | $457.1 萬 | 1.5% | −20,000−7.0% | 減碼 | 歷史 |
| MTSRMetsera, Inc. | COM | 150,000 | $408.3 萬 | 1.3% | +150,000 | 新進 | 歷史 |
| STIMNeuronetics, Inc. | COM | 1,100,000 | $404.8 萬 | 1.3% | +1,100,000 | 新進 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 358,837 | $375.3 萬 | 1.2% | +358,837 | 新進 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 575,000 | $361.7 萬 | 1.2% | +250,000+76.9% | 加碼 | 歷史 |
| MAZEMaze Therapeutics, Inc. | COM | 322,740 | $355.3 萬 | 1.2% | +322,740 | 新進 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 129,691 | $350.2 萬 | 1.1% | +55,000+73.6% | 加碼 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 1,025,221 | $347.5 萬 | 1.1% | −101,416−9.0% | 減碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 90,837 | $314.0 萬 | 1.0% | −124,876−57.9% | 減碼 | 歷史 |
| CPIXCumberland Pharmaceuticals Inc | COM | 740,000 | $313.0 萬 | 1.0% | +740,000 | 新進 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 274,009 | $279.2 萬 | 0.9% | +274,009 | 新進 | 歷史 |
| ABEOAbeona Therapeutics Inc. | COM NEW | 533,581 | $254.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| HELPHelus Pharma Inc. | COM NEW | 397,175 | $251.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| IBIOiBio, Inc. | COM NEW | 599,913 | $241.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 65,431 | $236.0 萬 | 0.8% | −86,780−57.0% | 減碼 | 歷史 |
| EOLSEvolus, Inc. | COM | 193,265 | $232.5 萬 | 0.8% | −180,000−48.2% | 減碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 743,308 | $194.7 萬 | 0.6% | +50,000+7.2% | 加碼 | 歷史 |
| LXEOLexeo Therapeutics, Inc. | COM | 550,029 | $190.9 萬 | 0.6% | +50,728+10.2% | 加碼 | 歷史 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 175,000 | $185.3 萬 | 0.6% | −25,000−12.5% | 減碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 649,534 | $182.2 萬 | 0.6% | +73,368+12.7% | 加碼 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 175,000 | $179.5 萬 | 0.6% | +175,000 | 新進 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 75,000 | $164.0 萬 | 0.5% | +71,406+1,986.8% | 加碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 358,393 | $163.8 萬 | 0.5% | +188,402+110.8% | 加碼 | 歷史 |
| ARVNArvinas, Inc. | COM | 229,900 | $161.4 萬 | 0.5% | +229,900 | 新進 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 200,000 | $160.2 萬 | 0.5% | −770,259−79.4% | 減碼 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 601,703 | $150.4 萬 | 0.5% | +524,087+675.2% | 加碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 221,911 | $148.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 1,217,590 | $140.0 萬 | 0.5% | +125,000+11.4% | 加碼 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 163,363 | $128.2 萬 | 0.4% | −215,000−56.8% | 減碼 | 歷史 |
| DCTHDelcath Systems, Inc. | COM NEW | 100,365 | $127.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SGMOQSangamo Therapeutics, Inc | COM | 1,860,179 | $122.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 50,000 | $120.8 萬 | 0.4% | +50,000 | 新進 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 150,000 | $119.4 萬 | 0.4% | +150,000 | 新進 | 歷史 |
| ALECAlector, Inc. | COM | 950,000 | $116.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| OKUROnKure Therapeutics, Inc. | COM CL A | 253,754 | $109.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 619,258 | $109.0 萬 | 0.4% | +535,851+642.5% | 加碼 | 歷史 |
| NKTRNektar Therapeutics | COM | 1,579,528 | $107.4 萬 | 0.3% | −449,500−22.2% | 減碼 | 歷史 |
| TRMLTourmaline Bio, Inc. | COM | 67,927 | $103.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IMUXImmunic, Inc. | COM | 914,170 | $99.6 萬 | 0.3% | −700,000−43.4% | 減碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 308,491 | $85.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 230,000 | $85.1 萬 | 0.3% | +230,000 | 新進 | 歷史 |
| ETNB89bio, Inc. | COM | 100,000 | $72.7 萬 | 0.2% | +100,000 | 新進 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 191,994 | $72.2 萬 | 0.2% | +100,000+108.7% | 加碼 | 歷史 |
| VERUVeru Inc. | COM | 1,425,239 | $69.9 萬 | 0.2% | +480,000+50.8% | 加碼 | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 1,417,952 | $65.3 萬 | 0.2% | −132,048−8.5% | 減碼 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 136,575 | $63.4 萬 | 0.2% | −175,000−56.2% | 減碼 | 歷史 |
| PTHSPelthos Therapeutics Inc. | Equity | 440,849 | $62.6 萬 | 0.2% | +440,849 | 新進 | 歷史 |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 613,253 | $60.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 42,122 | $58.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 200,096 | $57.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 12,519 | $55.2 萬 | 0.2% | −25,000−66.6% | 減碼 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 106,901 | $52.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HLSQTessera Defense & Homeland Security Inc. | COM NEW | 892,976 | $49.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LYELLyell Immunopharma, Inc. | COM | 876,037 | $47.1 萬 | 0.2% | −400,000−31.3% | 減碼 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 78,585 | $46.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VIGLVigil Neuroscience, Inc. | COM | 250,000 | $44.5 萬 | 0.1% | −250,000−50.0% | 減碼 | 歷史 |
| AEMDAethlon Medical Inc | COM NEW | 1,229,285 | $44.0 萬 | 0.1% | +479,285+63.9% | 加碼 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 175,000 | $37.8 萬 | 0.1% | −175,000−50.0% | 減碼 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | Stock | 62,691 | $36.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 100,000 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A NEW | 58,300 | $33.2 萬 | 0.1% | +58,300 | 新進 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 35,000 | $32.5 萬 | 0.1% | −25,000−41.7% | 減碼 | 歷史 |
| ABOSAcumen Pharmaceuticals, Inc. | COM | 265,769 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM NEW | 22,166 | $29.2 萬 | 0.1% | −30,000−57.5% | 減碼 | 歷史 |
| SPRBSpruce Biosciences, Inc. | COM | 1,000,000 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALLKAllakos Inc. | COM | 1,171,950 | $26.7 萬 | 0.1% | +200,000+20.6% | 加碼 | 歷史 |
| GERNGeron Corp | COM | 150,000 | $23.9 萬 | 0.1% | +150,000 | 新進 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 213,052 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 150,900 | $23.1 萬 | 0.1% | −199,100−56.9% | 減碼 | 歷史 |
| MNPRMonopar Therapeutics | COM NEW | 5,908 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLYMClimb Bio, Inc. | COM | 175,088 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPGPepGen Inc. | COM | 150,000 | $21.1 萬 | 0.1% | +150,000 | 新進 | 歷史 |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 157,720 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VYGRVoyager Therapeutics, Inc. | COM | 55,766 | $18.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELEVElevation Acquisition Group Inc. | COM | 690,050 | $17.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FTHFaeth Therapeutics, Inc. | COM | 449,963 | $17.7 萬 | 0.1% | −200,000−30.8% | 減碼 | 歷史 |
選擇權（33 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 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $1.79 億 | – |
| LLYEli Lilly & Co | Stock | $1.24 億 | – |
| CORTCorcept Therapeutics Inc | COM | $3,288 萬 | $1,142 萬 |
| SLNOSoleno Therapeutics Inc | COM | $714.5 萬 | $1,736 萬 |
| BBIOBridgeBio Pharma, Inc. | COM | – | $2,266 萬 |
| PTGXProtagonist Therapeutics, Inc | COM | $483.6 萬 | $483.6 萬 |
| TRUPTrupanion, Inc. | COM | $149.1 萬 | $745.4 萬 |
| Avidity Biosciences, Inc.05370A108 | COM | $885.6 萬 | – |
| BHVNBiohaven Ltd. | COM | – | $837.1 萬 |
| RAREUltragenyx Pharmaceutical Inc. | COM | $362.1 萬 | $409.5 萬 |
| KYMRKymera Therapeutics, Inc. | COM | $483.9 萬 | $273.7 萬 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | $369.2 萬 | $369.2 萬 |
| ACLXArcellx, Inc. | COMMON STOCK | $732.1 萬 | – |
| IMVTImmunovant, Inc. | COM | $683.6 萬 | – |
| CAPRCapricor Therapeutics, Inc. | COM NEW | – | $379.6 萬 |
| INCYIncyte Corp | COM | – | $365.7 萬 |
| VKTXViking Therapeutics, Inc. | COM | – | $362.3 萬 |
| SRRKScholar Rock Holding Corp | COM | – | $321.5 萬 |
| QUREuniQure N.V. | SHS | – | $318.0 萬 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | – | $307.4 萬 |
| APGEApogee Therapeutics, Inc. | COM | $264.1 萬 | – |
| CMPXCompass Therapeutics, Inc. | COM | $125.8 萬 | $125.8 萬 |
| DYNDyne Therapeutics, Inc. | COM | – | $195.6 萬 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | – | $158.8 萬 |
| HROWHarrow, Inc. | COM | – | $155.1 萬 |
| PRTAProthena Corp Public Ltd Co | SHS | – | $123.8 萬 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | $15.9 萬 | $107.5 萬 |
| ALTAltimmune, Inc. | COM NEW | $120.0 萬 | – |
| IMUXImmunic, Inc. | COM | – | $69.3 萬 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | $32.3 萬 | $32.3 萬 |
| IRONDisc Medicine, Inc. | COM | – | $59.1 萬 |
| CELCCelcuity Inc. | COM | $40.3 萬 | $15.1 萬 |
| MLYSMineralys Therapeutics, Inc. | COM | – | $54.5 萬 |
2024 年第 4 季之後清倉（32 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SYRESpyre Therapeutics, Inc. | COM NEW | 282,159 | $656.9 萬 | 1.9% | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 149,502 | $431.6 萬 | 1.2% | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 332,390 | $409.2 萬 | 1.2% | 歷史 |
| NUVLNuvalent, Inc. | COM | 52,216 | $408.7 萬 | 1.2% | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 70,000 | $270.2 萬 | 0.8% | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM NEW | 64,300 | $256.2 萬 | 0.7% | 歷史 |
| ZVRAZevra Therapeutics, Inc. | COM NEW | 292,772 | $244.2 萬 | 0.7% | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 62,052 | $243.2 萬 | 0.7% | 歷史 |
| SLRNACELYRIN, Inc. | COM | 676,608 | $212.5 萬 | 0.6% | 歷史 |
| CRDFCardiff Oncology, Inc. | COM | 450,000 | $195.3 萬 | 0.6% | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 350,489 | $185.1 萬 | 0.5% | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,441,141 | $164.3 萬 | 0.5% | – |
| MISTMilestone Pharmaceuticals Inc. | COM | 466,030 | $110.0 萬 | 0.3% | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 202,894 | $76.7 萬 | 0.2% | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 201,187 | $76.0 萬 | 0.2% | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 34,985 | $65.9 萬 | 0.2% | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 51,431 | $60.7 萬 | 0.2% | 歷史 |
| SANASana Biotechnology, Inc. | COM | 365,000 | $59.5 萬 | 0.2% | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 22,600 | $39.4 萬 | 0.1% | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM NEW | 108,300 | $34.5 萬 | 0.1% | 歷史 |
| ATXIAvenue Therapeutics, Inc. | COM NEW | 140,000 | $28.0 萬 | 0.1% | 歷史 |
| QNRXQuoin Pharmaceuticals Ltd. | ADS | 275,000 | $17.9 萬 | 0.1% | 歷史 |
| AEONAEON Biopharma, Inc. | CL A | 257,563 | $13.9 萬 | <0.1% | 歷史 |
| TPSTTempest Therapeutics, Inc. | COM | 105,285 | $8.79 萬 | <0.1% | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 6,798 | $7.50 萬 | <0.1% | 歷史 |
| IMVTImmunovant, Inc. | COM | 600 | $1.49 萬 | <0.1% | 歷史 |
| BCLIBrainstorm Cell Therapeutics Inc. | Stock | 6,016 | $1.37 萬 | <0.1% | 歷史 |
| CADLCandel Therapeutics, Inc. | COM | 1,400 | $1.22 萬 | <0.1% | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 8,924 | $9,192 | <0.1% | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 6,501 | $1,619 | <0.1% | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 40 | $223 | <0.1% | 歷史 |
| GALTGalectin Therapeutics Inc | COM NEW | 100 | $129 | <0.1% | 歷史 |