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Portfolio (Quarterly) Guide ↗

Opaleye Management Inc.

· CIK 0001595855
13F Portfolio $758M AUM 54 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 14 Added 7 Reduced 10 Exited
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOSS GOSSAMER BIO INC Healthcare 2,720,000.0 $8.4M 1.11% $3.10 -93.1%
22 MBX MBX BIOSCIENCES INC Healthcare 260,000.0 $8.2M 1.08% +7K +2.8% $31.54 -3.6%
23 RVMD REVOLUTION MEDICINES INC Healthcare 100,000.0 $8.0M 1.05% $79.65 +84.9%
24 XOMA XOMA CORP DEL Healthcare 292,590.0 $7.8M 1.03% +38K +14.7% $26.59 +56.2%
25 DERM JOURNEY MEDICAL CORP Healthcare 975,000.0 $7.5M 0.99% $7.71 -20.0%
26 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 930,000.0 $6.8M 0.90% NEW $7.36 +8.4%
27 JBIO JADE BIOSCIENCES INC Healthcare 427,608.0 $6.6M 0.87% NEW $15.43 +41.8%
28 URGN UROGEN PHARMA LTD Healthcare 268,423.0 $6.3M 0.83% NEW $23.42 +20.7%
29 ALMS ALUMIS INC Healthcare 535,000.0 $5.2M 0.69% -130K -19.6% $9.76 +125.8%
30 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 1,184,500.0 $5.0M 0.66% NEW $4.21 -10.5%
31 VYGR VOYAGER THERAPEUTICS INC Healthcare 1,196,904.0 $4.7M 0.62% NEW $3.93 -11.5%
32 RLMD RELMADA THERAPEUTICS INC Healthcare 935,000.0 $4.5M 0.60% NEW $4.83 +45.5%
33 TECX TECTONIC THERAPEUTICS INC Healthcare 214,747.0 $4.5M 0.59% NEW $20.86 +30.8%
34 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 2,478,176.0 $4.5M 0.59% -102K -4.0% $1.80 +11.7%
35 TRVI TREVI THERAPEUTICS INC Healthcare 345,100.0 $4.3M 0.57% -45K -11.5% $12.52 +5.8%
36 FORTRESS BIOTECH INC 1,090,000.0 $4.0M 0.53% NEW $3.66
37 RCKT ROCKET PHARMACEUTICALS INC Healthcare 955,000.0 $3.4M 0.44% NEW $3.51 -16.8%
38 MGTX MEIRAGTX HOLDINGS PLC Healthcare 390,844.0 $3.1M 0.41% NEW $7.95 +14.8%
39 RIGL RIGEL PHARMACEUTICALS INC Healthcare 70,000.0 $3.0M 0.40% +32K +85.2% $42.83 -33.9%
40 ZYMEWORKS INC 108,929.0 $2.9M 0.38% +9K +8.9% $26.33
Page 2 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%