Portfolio (Quarterly)
Guide ↗
Velan Capital Investment Management LP
· CIK 0001848809| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | PRAXIS PRECISION MEDICINES I | — | 100,781.0 | $29.7M | 17.23% | NEW | — | $294.74 | — |
| 2 | — | CIDARA THERAPEUTICS INC | — | 108,404.0 | $23.9M | 13.89% | NEW | — | $220.89 | — |
| 3 | TARA | PROTARA THERAPEUTICS INC | Healthcare | 2,834,652.0 | $15.1M | 8.77% | NEW | — | $5.33 | -7.7% |
| 4 | HRTX | HERON THERAPEUTICS INC | Healthcare | 8,753,290.0 | $11.4M | 6.60% | NEW | — | $1.30 | -33.9% |
| 5 | MPLT | MAPLIGHT THERAPEUTICS INC | Healthcare | 522,305.0 | $9.2M | 5.32% | NEW | — | $17.57 | +63.7% |
| 6 | ABVX | ABIVAX SA | Healthcare | 67,000.0 | $9.0M | 5.24% | NEW | — | $134.85 | -9.5% |
| 7 | EVMN | EVOMMUNE INC | Healthcare | 506,754.0 | $8.7M | 5.03% | NEW | — | $17.12 | +33.6% |
| 8 | MLYS | MINERALYS THERAPEUTICS INC | Healthcare | 151,000.0 | $5.5M | 3.18% | NEW | — | $36.29 | -17.7% |
| 9 | LNTH | LANTHEUS HLDGS INC | Healthcare | 74,687.0 | $5.0M | 2.88% | NEW | — | $66.55 | +54.8% |
| 10 | — | JASPER THERAPEUTICS INC | — | 2,668,395.0 | $4.9M | 2.83% | NEW | — | $1.83 | — |
| 11 | — | AVALO THERAPEUTICS INC | — | 263,642.0 | $4.8M | 2.78% | NEW | — | $18.16 | — |
| 12 | ESPR | ESPERION THERAPEUTICS INC NE | Healthcare | 1,210,000.0 | $4.5M | 2.60% | NEW | — | $3.70 | -15.4% |
| 13 | VRCA | VERRICA PHARMACEUTICALS INC | Healthcare | 471,559.0 | $3.9M | 2.27% | NEW | — | $8.31 | -27.1% |
| 14 | — | INSPIREMD INC | — | 2,143,698.0 | $3.8M | 2.21% | NEW | — | $1.78 | — |
| 15 | — | RAPT THERAPEUTICS INC | — | 108,000.0 | $3.7M | 2.12% | NEW | — | $33.87 | — |
| 16 | — | SUTRO BIOPHARMA INC | — | 312,000.0 | $3.6M | 2.09% | NEW | — | $11.57 | — |
| 17 | TERN | TERNS PHARMACEUTICALS INC | Healthcare | 70,000.0 | $2.8M | 1.64% | NEW | — | $40.40 | +31.1% |
| 18 | SNDX | SYNDAX PHARMACEUTICALS INC | Healthcare | 130,000.0 | $2.7M | 1.58% | NEW | — | $21.01 | -5.1% |
| 19 | VRDN | VIRIDIAN THERAPEUTICS INC | Healthcare | 86,500.0 | $2.7M | 1.56% | NEW | — | $31.12 | -44.6% |
| 20 | — | EUPRAXIA PHARMACEUTICALS INC | — | 352,000.0 | $2.7M | 1.54% | NEW | — | $7.55 | — |
① 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%