Ally Bridge Group (NY) LLC In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Ally Bridge Group (NY) LLC reported 18 stock positions worth $119.4 million . Its top holding was Soleno Therapeutics (SLNO) at 17.1% of the portfolio, followed by Madrigal Pharmaceuticals (MDGL, 12.5% ) and Ataibeckley (10.1% ). Compared with Q2 2025, it opened 8 new positions, sold out of 14, added to 3 and reduced 6. The biggest buy was a new position in Madrigal Pharmaceuticals (MDGL) and the biggest sale an exit from Verona Pharma (VRNA).
Location NEW YORK, NY
CIK 0001822947
Portfolio Value $119.4M (Q3 2025) Holdings 18 stocks · $119.4M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q2 2025 SLNO Soleno Therapeutics Inc. 302,483 $20.4M Add +69.2% MDGL Madrigal Pharmaceuticals Inc. 32,662 $15.0M New ATAIBECKLEY INC filed as ATAI LIFE SCIENCES NV 2,287,005 $12.1M New ASND Ascendis Pharma A/S 51,080 $10.2M New LENZ Lenz Therapeutics Inc. 175,363 $8.2M Reduce -48.9% TSHA Taysha Gene Therapies Inc. 1,898,112 $6.2M New AMLX Amylyx Pharmaceuticals Inc. 437,391 $5.9M New CMPS Compass Pathways PLC 1,026,382 $5.9M Reduce -30.9% EPRX Eupraxia Pharmaceuticals Inc. 915,000 $5.4M New MNPR Monopar Therapeutics Inc. 64,455 $5.3M Add +86.6% ARQT Arcutis Biotherapeutics Inc. 233,220 $4.4M New MIND MEDICINE MINDMED INC 361,444 $4.3M Reduce -50.2% TARS Tarsus Pharmaceuticals Inc. 70,778 $4.2M Reduce -41.6% SLDB Solid Biosciences Inc. 549,182 $3.4M Reduce -24.1% PMN Promis Neurosciences Inc. 6,233,497 $2.6M Add +367.1% AVTX Avalo Therapeutics Inc. 178,100 $2.3M New TECX Tectonic Therapeutic Inc. 138,595 $2.2M Reduce -15.3% WHWK Whitehawk Therapeutics Inc. 817,939 $1.6M No change
Options reported separately and not counted above: SLNO calls ($16.9M), REPL calls ($15.1M), CMPS calls ($6.6M), PRAX calls ($5.3M), MLTX calls ($495K), ATYR calls ($433K).
Portfolio Sells Q2 2025 → Q3 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▲ VRNA Verona Pharma Ltd. Sold out 0.00% −12.65 MRUS Merus NV Sold out 0.00% −6.14 ULTRAGENYX PHARMACEUTICAL IN Sold out 0.00% −4.84 ELVN Enliven Therapeutics Inc. Sold out 0.00% −4.70 ORIC Oric Pharmaceuticals Inc. Sold out 0.00% −4.10 REPL Replimune Group Inc. Sold out 0.00% −4.09 INSM Insmed Inc. Sold out 0.00% −4.00 GERN Geron Corp. Sold out 0.00% −3.81 CNTA Centessa Pharmaceuticals Ltd. Sold out 0.00% −3.21 RNAM Avidity Biosciences Inc. Sold out 0.00% −3.14 LXEO Lexeo Therapeutics Inc. Sold out 0.00% −2.90 PRAX Praxis Precision Medicines I Sold out 0.00% −2.83 KRRO Korro Bio Inc. Sold out 0.00% −1.60 LENZ Lenz Therapeutics Inc. Reduce -48.9% 6.84% −1.53 ATYR Atyr Pharma Inc. Sold out 0.00% −1.21 TECX Tectonic Therapeutic Inc. Reduce -15.3% 1.82% −0.89 TARS Tarsus Pharmaceuticals Inc. Reduce -41.6% 3.52% −0.56 MIND MEDICINE MINDMED INC Reduce -50.2% 3.57% −0.35 SLDB Solid Biosciences Inc. Reduce -24.1% 2.84% −0.10 CMPS Compass Pathways PLC Reduce -30.9% 4.92% +1.46
Portfolio Buys Q2 2025 → Q3 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▼ MDGL Madrigal Pharmaceuticals Inc. New 12.54% +12.54 ATAIBECKLEY INC New 10.13% +10.13 ASND Ascendis Pharma A/S New 8.50% +8.50 TSHA Taysha Gene Therapies Inc. New 5.20% +5.20 AMLX Amylyx Pharmaceuticals Inc. New 4.98% +4.98 SLNO Soleno Therapeutics Inc. Add +69.2% 17.12% +4.65 EPRX Eupraxia Pharmaceuticals Inc. New 4.52% +4.52 ARQT Arcutis Biotherapeutics Inc. New 3.68% +3.68 MNPR Monopar Therapeutics Inc. Add +86.6% 4.41% +3.38 AVTX Avalo Therapeutics Inc. New 1.90% +1.90 PMN Promis Neurosciences Inc. Add +367.1% 2.22% +1.68
Options Activity Q2 2025 → Q3 2025 Security Type Change vs Q2 2025 Underlying Shares Value ▼ SLNO Soleno Therapeutics Inc. call New 250,000 $16.9M REPL Replimune Group Inc. call New 3,600,000 $15.1M CMPS Compass Pathways PLC call New 1,145,700 $6.6M PRAX Praxis Precision Medicines I call New 100,000 $5.3M MLTX Moonlake Immunotherapeutics call New 69,000 $495K ATYR Atyr Pharma Inc. call New 600,000 $433K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 23 $77.6M NERV, PMN, TRAX, AXSM, ASMB Q1 2026 21 $100.7M PRAX, NERV, SLNO, OVID, CMPS Q4 2025 13 $63.0M ABVX, SLNO, ATAIBECKLEY INC, IVA, NERV Q3 2025 18 $119.4M SLNO, MDGL, ATAIBECKLEY INC, ASND, LENZ Q2 2025 24 $120.2M VRNA, SLNO, LENZ, MRUS, ULTRAGENYX PHARMACEUTICAL IN Q1 2025 28 $110.9M SWTX, VRNA, SLNO, AXSM, TARS Q4 2024 30 $116.6M ITCI, TARS, INSM, AXSM, XENE Q3 2024 29 $186.8M INSM, TARS, MRUS, CGON, BPMC Q2 2024 25 $167.9M SLNO, SRPT, GERN, MRUS, INSM Q1 2024 22 $179.9M BPMC, SLNO, CGON, XENE, VRNA