Caligan Partners LP
CIK 1727492 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- LQDA25.62%
- ABVX17.10%
- MLYS14.59%
- EXEL8.74%
- RVMD6.90%
- AGIO6.30%
- ADMA5.36%
- EOLS3.53%
- MRUS2.83%
- XENE2.48%
Share classes counted separately93.45%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ABVXWeight increased · +14.61 pp2.49% → 17.10%Shares -222.48K (-13.29%)
- MLYSWeight increased · +9.29 pp5.30% → 14.59%Shares +755.30K (+37.44%)
- LQDAWeight increased · +5.98 pp19.64% → 25.62%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LQDALIQUIDIA CORPCOM NEW View history and evidence | $184.62M | 25.62% | 8.12M shares | 19.64% → 25.62%+5.98 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | ABVXABIVAX SA-ADRSPONSORED ADS View history and evidence | $123.27M | 17.10% | 1.45M shares | 2.49% → 17.10%+14.61 pp -222.48K (-13.29%) | Reduced | ↗▾ |
| 03 | MLYSMINERALYS THERAPEUTICS INC View history and evidence | $105.14M | 14.59% | 2.77M shares | 5.30% → 14.59%+9.29 pp +755.30K (+37.44%) | Added | ↗▾ |
| 04 | EXELEXELIXIS INC View history and evidence | $63.01M | 8.74% | 1.53M shares | 13.05% → 8.74%-4.31 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | RVMDREVOLUTION MEDICINES INC View history and evidence | $49.70M | 6.90% | 1.06M shares | 4.55% → 6.90%+2.35 pp +427.41K (+67.12%) | Added | ↗▾ |
| 06 | AGIOAGIOS PHARMACEUTICALS INC View history and evidence | $45.41M | 6.30% | 1.13M shares | 6.92% → 6.30%-0.62 pp +59.95K (+5.60%) | Added | ↗▾ |
| 07 | ADMAADMA BIOLOGICS INC View history and evidence | $38.65M | 5.36% | 2.64M shares | Prior unavailable +2.64M | New | ↗▾ |
| 08 | EOLSEVOLUS INC View history and evidence | $25.41M | 3.53% | 4.14M shares | 5.98% → 3.53%-2.45 pp +796.97K (+23.85%) | Added | ↗▾ |
| 09 | MRUSMERUS NV View history and evidence | $20.43M | 2.83% | 216.95K shares | 6.71% → 2.83%-3.88 pp -440.05K (-66.98%) | Reduced | ↗▾ |
| 10 | XENEXENON PHARMACEUTICALS INC View history and evidence | $17.85M | 2.48% | 444.56K shares | Prior unavailable +444.56K | New | ↗▾ |
Options overlay 2
$42.84M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
AGIOAGIOS PHARMACEUTICALS INC View history and evidence | Put | 975.00K | $39.14M | +975.00K | ▾ |
SLSSELLAS LIFE SCIENCES GROUP ICOM NEW View history and evidence | Call | 2.30M | $3.70M | 0 (0.00%) | ▾ |
2 / 2 options · preview only
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VRNA VERONA PHARMA PLC - ADR | Non-derivative | -1,436,878 | -$135.90M | SEC filing ↗ | SEC filing ↗ |
| YMAB Y-MABS THERAPEUTICS INC | Non-derivative | -2,342,609 | -$10.57M | SEC filing ↗ | SEC filing ↗ |
| RZLT REZOLUTE INC | Non-derivative | -1,543,014 | -$6.88M | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1727492 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 763509272
}Take these holdings further.
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