Caligan Partners LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Caligan Partners LP reported 13 stock positions worth $428.0 million. Its top holding was Liquidia (LQDA) at 29.0% of the portfolio, followed by Alimera Sciences (ALIM, 21.9%) and Anika Therapeutics (ANIK, 8.5%). Compared with Q1 2024, it opened 1 new position, added to 7 and reduced 1. The biggest buy was Biocryst Pharmaceuticals (BCRX, shares +506%) and the biggest sale Y-Mabs Therapeutics (YMAB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001727492
- Portfolio Value
- $428.0M (Q2 2024)
- SEC Filing
- 0001814554-24-000010 ↗ filed Aug 14, 2024
Holdings Value
Holdings 13 stocks · $428.0M
| LQDA Liquidia Corp. | 29.05% | 10,360,945 | $124.3M | No change |
| ALIM Alimera Sciences Inc. | 21.87% | 16,835,154 | $93.6M | No change |
| ANIK Anika Therapeutics Inc. | 8.50% | 1,435,993 | $36.4M | No change |
| EXEL Exelixis Inc. | 8.01% | 1,525,730 | $34.3M | Add +38.6% |
| BCRX Biocryst Pharmaceuticals Inc. | 6.64% | 4,598,737 | $28.4M | Add +506.3% |
| VRNA Verona Pharma Ltd. | 6.23% | 1,843,756 | $26.7M | Add +42.2% |
| EOLS Evolus Inc. | 5.50% | 2,167,790 | $23.5M | Add +14.8% |
| AGIO Agios Pharmaceuticals Inc. | 5.19% | 514,711 | $22.2M | Add +6.2% |
| ENTA Enanta Pharmaceuticals Inc. | 3.16% | 1,042,889 | $13.5M | Add +21.5% |
| MLYS Mineralys Therapeutics Inc. | 2.04% | 745,758 | $8.7M | New |
| YMAB Y-Mabs Therapeutics Inc. | 1.64% | 582,078 | $7.0M | Reduce -0.9% |
| NBP Novabridge Biosciences filed as I MAB | 1.32% | 3,374,791 | $5.6M | Add +346.1% |
| OTLK Outlook Therapeutics Inc. | 0.86% | 500,000 | $3.7M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| YMAB Y-Mabs Therapeutics Inc. | Reduce -0.9% | 1.64% | −0.88 |
Portfolio Buys Q1 2024 → Q2 2024
| BCRX Biocryst Pharmaceuticals Inc. | Add +506.3% | 6.64% | +5.62 |
| MLYS Mineralys Therapeutics Inc. | New | 2.04% | +2.04 |
| AGIO Agios Pharmaceuticals Inc. | Add +6.2% | 5.19% | +1.44 |
| EXEL Exelixis Inc. | Add +38.6% | 8.01% | +1.11 |
| NBP Novabridge Biosciences | Add +346.1% | 1.32% | +0.94 |
| VRNA Verona Pharma Ltd. | Add +42.2% | 6.23% | +0.72 |
| ENTA Enanta Pharmaceuticals Inc. | Add +21.5% | 3.16% | −0.80 |
| EOLS Evolus Inc. | Add +14.8% | 5.50% | −1.49 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 25 | $2.1B | LQDA, RVMD, ABVX, PCVX, EXEL |
| Q1 2026 | 24 | $1.4B | LQDA, ABVX, RVMD, PCVX, XENE |
| Q4 2025 | 20 | $1.1B | LQDA, ABVX, RVMD, MLYS, PCVX |
| Q3 2025 | 16 | $720.7M | LQDA, ABVX, MLYS, EXEL, RVMD |
| Q2 2025 | 16 | $515.1M | VRNA, LQDA, EXEL, AGIO, MRUS |
| Q1 2025 | 16 | $479.2M | LQDA, VRNA, EXEL, MLYS, EOLS |
| Q4 2024 | 14 | $394.9M | LQDA, VRNA, EXEL, EOLS, ANIK |
| Q3 2024 | 12 | $315.5M | LQDA, VRNA, EXEL, EOLS, ANIK |
| Q2 2024 | 13 | $428.0M | LQDA, ALIM, ANIK, EXEL, BCRX |
| Q1 2024 | 12 | $378.3M | LQDA, ALIM, ANIK, EOLS, EXEL |