Diadema Partners LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Diadema Partners LP reported 77 stock positions worth $264.6 million. Its top holding was United Therapeutics (UTHR) at 10.9% of the portfolio, followed by Revolution Medicines (RVMD, 9.9%) and Abivax SA-ADR (ABVX, 8.2%). Compared with Q1 2026, it opened 29 new positions, sold out of 38, added to 21 and reduced 19. The biggest buy was Revolution Medicines (RVMD, shares +72%) and the biggest sale an exit from Bridgebio Pharma Inc. (bbio 1.75 03/01/31).
- Most Recent 13F
- Q2 2026
- Location
- MORRISTOWN, NJ
- CIK
- 0002026172
- Portfolio Value
- $264.6M (Q2 2026)
- SEC Filing
- 0001892688-26-000119 ↗ filed Aug 14, 2026
Holdings Value
Holdings 77 stocks · $264.6M
| UTHR United Therapeutics Corp. | 10.85% | 52,989 | $28.7M | Add +94.1% |
| RVMD Revolution Medicines Inc. | 9.86% | 139,218 | $26.1M | Add +72.2% |
| ABVX Abivax SA-ADR | 8.16% | 163,644 | $21.6M | Add +115.5% |
| COGT Cogent Biosciences Inc. | 7.22% | 493,664 | $19.1M | Add +53.0% |
| BMRN Biomarin Pharmaceutical Inc. | 6.77% | 312,846 | $17.9M | Add +111.1% |
| VKTX Viking Therapeutics Inc. | 6.51% | 441,808 | $17.2M | Reduce -15.9% |
| EWTX Edgewise Therapeutics Inc. | 4.18% | 272,214 | $11.1M | New |
| KOD Kodiak Sciences Inc. | 3.21% | 218,117 | $8.5M | Add +13.0% |
| IMCR Immunocore Holdings PLC-ADR | 3.06% | 254,863 | $8.1M | Add +31.9% |
| FDMT 4D Molecular Therapeutics Inc. | 2.87% | 571,107 | $7.6M | New |
| RCUS Arcus Biosciences Inc. | 2.61% | 223,810 | $6.9M | Reduce -6.0% |
| JNJ Johnson & Johnson | 2.11% | 22,000 | $5.6M | Reduce -59.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.82% | 100,000 | $4.8M | Add +586.0% |
| CRVS Corvus Pharmaceuticals Inc. | 1.66% | 294,811 | $4.4M | Add +20.4% |
| RLAY Relay Therapeutics Inc. | 1.63% | 230,677 | $4.3M | New |
| ZYME Zymeworks Inc. | 1.40% | 142,132 | $3.7M | No change |
| BIOA Bioage Labs Inc. | 1.36% | 146,334 | $3.6M | Add +143.9% |
| TSHA Taysha Gene Therapies Inc. | 1.35% | 522,619 | $3.6M | New |
| NRIX Nurix Therapeutics Inc. | 1.11% | 121,539 | $2.9M | New |
| CRBP Corbus Pharmaceuticals Holdi | 1.07% | 301,264 | $2.8M | Reduce -31.5% |
| INDV Indivior Pharmaceuticals Inc. | 1.05% | 67,512 | $2.8M | Reduce -5.4% |
| IVA Inventiva SA - ADR | 1.03% | 740,786 | $2.7M | Add +110.2% |
| ORKA Oruka Therapeutics Inc. | 1.00% | 27,799 | $2.6M | New |
| PCVX Vaxcyte Inc. | 0.99% | 45,071 | $2.6M | Add +79.8% |
| RLMD Relmada Therapeutics Inc. | 0.95% | 361,367 | $2.5M | Add +79.9% |
| VERA Vera Therapeutics Inc. | 0.93% | 57,608 | $2.5M | New |
| CTNM Contineum Therapeutics Inc. Class A | 0.74% | 119,733 | $2.0M | New |
| BCYC Bicycle Therapeutics PLC-ADR | 0.74% | 462,724 | $2.0M | Reduce -2.9% |
| GLUE Monte Rosa Therapeutics Inc. | 0.72% | 78,391 | $1.9M | Reduce -58.1% |
| VRDN Viridian Therapeutics Inc. | 0.69% | 100,000 | $1.8M | New |
| MGNX Macrogenics Inc. | 0.65% | 374,403 | $1.7M | Reduce -37.6% |
| PRQR Proqr Therapeutics NV | 0.65% | 926,016 | $1.7M | Add +414.2% |
| SPRB Spruce Biosciences Inc. | 0.61% | 30,000 | $1.6M | Add +200.0% |
| ARDX Ardelyx Inc. | 0.58% | 303,025 | $1.5M | New |
| CUE Cue Biopharma Inc. | 0.58% | 48,369 | $1.5M | New |
| MLYS Mineralys Therapeutics Inc. | 0.57% | 56,347 | $1.5M | Add +113.9% |
| PRTA Prothena Corp. PLC | 0.55% | 149,482 | $1.5M | New |
| VYGR Voyager Therapeutics Inc. | 0.55% | 413,642 | $1.4M | Reduce -2.4% |
| UNCY Unicycive Therapeutics Inc. | 0.54% | 303,676 | $1.4M | Add +186.3% |
| PHAT Phathom Pharmaceuticals Inc. | 0.53% | 129,950 | $1.4M | Add +137.8% |
| SYRE Spyre Therapeutics Inc. | 0.50% | 15,000 | $1.3M | New |
| HELP Cybin Inc. | 0.50% | 200,000 | $1.3M | New |
| EQ Equillium Inc. | 0.48% | 400,282 | $1.3M | Reduce -7.7% |
| XERS Xeris Biopharma Holdings Inc. | 0.40% | 132,746 | $1.1M | No change |
| PHVS Pharvaris NV | 0.38% | 29,321 | $1.0M | No change |
| HRMY Harmony Biosciences Holdings | 0.37% | 26,864 | $978K | Reduce -71.1% |
| RNAC Cartesian Therapeutics Inc. | 0.34% | 87,057 | $907K | New |
| RIGL Rigel Pharmaceuticals Inc. | 0.34% | 22,816 | $893K | New |
| SMMT Summit Therapeutics Inc. | 0.33% | 60,000 | $874K | New |
| PGEN Precigen Inc. | 0.29% | 135,293 | $771K | Add +144.7% |
| DFTX Definium Therapeutics Inc. | 0.27% | 15,451 | $727K | New |
| PTHS Pelthos Therapeutics Inc. | 0.26% | 24,773 | $700K | No change |
| PEPG Pepgen Inc. | 0.25% | 373,284 | $672K | Add +147.3% |
| ELVN Enliven Therapeutics Inc. | 0.19% | 10,000 | $508K | Add +3981.6% |
| CNTB Connect Biopharma Holdings L | 0.18% | 196,985 | $469K | Reduce -1.9% |
| LRMR Larimar Therapeutics Inc. | 0.17% | 146,637 | $447K | Reduce -12.0% |
| CLRB Cellectar Biosciences Inc. | 0.15% | 138,341 | $385K | New |
| FHTX Foghorn Therapeutics Inc. | 0.12% | 66,908 | $327K | Reduce -16.3% |
| AYTU Aytu Biopharma Inc. | 0.12% | 148,546 | $319K | Reduce -57.9% |
| OCGN Ocugen Inc. | 0.12% | 200,000 | $306K | No change |
| URGN Urogen Pharma Ltd. | 0.10% | 7,137 | $263K | Reduce -69.2% |
| AMGN Amgen Inc. | 0.08% | 102,701 | $215K | New |
| HRTX Heron Therapeutics Inc. | 0.07% | 458,723 | $196K | New |
| TLPH Talphera Inc. | 0.06% | 153,563 | $158K | No change |
| ANNX Annexon Inc. | 0.06% | 27,516 | $157K | Reduce -79.3% |
| MNPR Monopar Therapeutics Inc. | 0.06% | 1,630 | $151K | No change |
| LAKE Lakeland Industries Inc. | 0.06% | 14,108 | $151K | New |
| UPB Upstream Bio Inc. | 0.05% | 19,093 | $132K | Reduce -11.6% |
| MGTX Meiragtx Holdings PLC | 0.04% | 8,368 | $113K | New |
| JATT Jatt II Acquisition Corp. | 0.04% | 9,021 | $102K | New |
| KLRA Kailera Therapeutics Inc. | 0.03% | 3,621 | $80K | New |
| MNKD Mannkind Corp. | 0.03% | 16,003 | $68K | Reduce -91.4% |
| ENTX Entera Bio Ltd. | 0.02% | 23,260 | $41K | No change |
| SPRY Ars Pharmaceuticals Inc. | 0.01% | 4,860 | $39K | New |
| APRE Aprea Therapeutics Inc. | 0.01% | 44,907 | $36K | New |
| TVRD Tvardi Therapeutics Inc. | 0.01% | 16,607 | $32K | New |
| NXTC Nextcure Inc. | 0.00% | 7,742 | $12K | New |
Options reported separately and not counted above: VKTX calls ($47.6M), ABVX calls ($46.5M), BMY calls ($34.6M), ABVX puts ($33.6M), BMY puts ($19.0M), CORT calls ($17.9M), KYMR calls ($17.2M), NVS puts ($15.7M), QURE puts ($13.8M), VKTX puts ($13.7M), BIIB calls ($13.0M), CAPR puts ($12.9M), and 59 more.
Other holdings (1): bonds, preferreds, convertibles and warrants · $186K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BRIDGEBIO PHARMA INC (BBIO 1.75 03/01/31) | NOTE 1.750% 3/0 · principal | 250,000 | $186K | New |
Total filed on the 13F, all lines: $264.7M.
Portfolio Sells Q1 2026 → Q2 2026
| BRIDGEBIO PHARMA INC (BBIO 1.75 03/01/31) | Sold out | 0.00% | −7.67 |
| JAZZ Jazz Pharmaceuticals PLC | Sold out | 0.00% | −4.27 |
| TERN Terns Pharmaceuticals Inc. | Sold out | 0.00% | −3.96 |
| JNJ Johnson & Johnson | Reduce -59.1% | 2.11% | −3.32 |
| INCY Incyte Corp. | Sold out | 0.00% | −3.03 |
| TGTX TG Therapeutics Inc. | Sold out | 0.00% | −2.84 |
| BBIO Bridgebio Pharma Inc. | Sold out | 0.00% | −2.62 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −2.28 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −2.16 |
| GPCR Structure Therapeutics Inc. | Sold out | 0.00% | −1.44 |
| TENX Tenax Therapeutics Inc. | Sold out | 0.00% | −1.19 |
| CAPR Capricor Therapeutics Inc. | Sold out | 0.00% | −0.99 |
| EYPT Eyepoint Inc. | Sold out | 0.00% | −0.95 |
| CLYM Climb Bio Inc. | Sold out | 0.00% | −0.81 |
| STTK Shattuck Labs Inc. | Sold out | 0.00% | −0.78 |
| TARS Tarsus Pharmaceuticals Inc. | Sold out | 0.00% | −0.75 |
| ALKS Alkermes PLC | Sold out | 0.00% | −0.73 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.71 |
| HRMY Harmony Biosciences Holdings | Reduce -71.1% | 0.37% | −0.70 |
| CRBP Corbus Pharmaceuticals Holdi | Reduce -31.5% | 1.07% | −0.64 |
| GLUE Monte Rosa Therapeutics Inc. | Reduce -58.1% | 0.72% | −0.56 |
| VKTX Viking Therapeutics Inc. | Reduce -15.9% | 6.51% | −0.54 |
| INO Inovio Pharmaceuticals Inc. | Sold out | 0.00% | −0.40 |
| DNTH Dianthus Therapeutics Inc. | Sold out | 0.00% | −0.35 |
| ENTA Enanta Pharmaceuticals Inc. | Sold out | 0.00% | −0.34 |
| REPL Replimune Group Inc. | Sold out | 0.00% | −0.32 |
| RARE Ultragenyx Pharmaceutical Inc. | Sold out | 0.00% | −0.30 |
| AYTU Aytu Biopharma Inc. | Reduce -57.9% | 0.12% | −0.28 |
| CELC Celcuity Inc. | Sold out | 0.00% | −0.25 |
| ANNX Annexon Inc. | Reduce -79.3% | 0.06% | −0.24 |
| QURE Uniqure NV | Sold out | 0.00% | −0.21 |
| MAZE Maze Therapeutics Inc. | Sold out | 0.00% | −0.18 |
| BCYC Bicycle Therapeutics PLC-ADR | Reduce -2.9% | 0.74% | −0.17 |
| CORT Corcept Therapeutics Inc. | Sold out | 0.00% | −0.17 |
| LPCN Lipocine Inc. | Sold out | 0.00% | −0.17 |
| MNKD Mannkind Corp. | Reduce -91.4% | 0.03% | −0.16 |
| GHRS GH Research PLC | Sold out | 0.00% | −0.16 |
| LRMR Larimar Therapeutics Inc. | Reduce -12.0% | 0.17% | −0.14 |
| VYGR Voyager Therapeutics Inc. | Reduce -2.4% | 0.55% | −0.13 |
| EPRX Eupraxia Pharmaceuticals Inc. | Sold out | 0.00% | −0.12 |
| TRVI Trevi Therapeutics Inc. | Sold out | 0.00% | −0.11 |
| CMPS Compass Pathways PLC | Sold out | 0.00% | −0.07 |
| URGN Urogen Pharma Ltd. | Reduce -69.2% | 0.10% | −0.07 |
| PASG Passage Bio Inc. | Sold out | 0.00% | −0.06 |
| MGNX Macrogenics Inc. | Reduce -37.6% | 0.65% | −0.06 |
| RCKT Rocket Pharmaceuticals Inc. | Sold out | 0.00% | −0.05 |
| CNTB Connect Biopharma Holdings L | Reduce -1.9% | 0.18% | −0.04 |
| FHTX Foghorn Therapeutics Inc. | Reduce -16.3% | 0.12% | −0.03 |
| UPB Upstream Bio Inc. | Reduce -11.6% | 0.05% | −0.03 |
| VTGN Vistagen Therapeutics Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| RVMD Revolution Medicines Inc. | Add +72.2% | 9.86% | +6.61 |
| ABVX Abivax SA-ADR | Add +115.5% | 8.16% | +4.77 |
| EWTX Edgewise Therapeutics Inc. | New | 4.18% | +4.18 |
| UTHR United Therapeutics Corp. | Add +94.1% | 10.85% | +4.17 |
| BMRN Biomarin Pharmaceutical Inc. | Add +111.1% | 6.77% | +3.31 |
| FDMT 4D Molecular Therapeutics Inc. | New | 2.87% | +2.87 |
| COGT Cogent Biosciences Inc. | Add +53.0% | 7.22% | +2.09 |
| RLAY Relay Therapeutics Inc. | New | 1.63% | +1.63 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +586.0% | 1.82% | +1.60 |
| TSHA Taysha Gene Therapies Inc. | New | 1.35% | +1.35 |
| NRIX Nurix Therapeutics Inc. | New | 1.11% | +1.11 |
| ORKA Oruka Therapeutics Inc. | New | 1.00% | +1.00 |
| VERA Vera Therapeutics Inc. | New | 0.93% | +0.93 |
| BIOA Bioage Labs Inc. | Add +143.9% | 1.36% | +0.92 |
| CTNM Contineum Therapeutics Inc. Class A | New | 0.74% | +0.74 |
| VRDN Viridian Therapeutics Inc. | New | 0.69% | +0.69 |
| IMCR Immunocore Holdings PLC-ADR | Add +31.9% | 3.06% | +0.65 |
| ARDX Ardelyx Inc. | New | 0.58% | +0.58 |
| CUE Cue Biopharma Inc. | New | 0.58% | +0.58 |
| PRTA Prothena Corp. PLC | New | 0.55% | +0.55 |
| PRQR Proqr Therapeutics NV | Add +414.2% | 0.65% | +0.53 |
| SYRE Spyre Therapeutics Inc. | New | 0.50% | +0.50 |
| HELP Cybin Inc. | New | 0.50% | +0.50 |
| PCVX Vaxcyte Inc. | Add +79.8% | 0.99% | +0.39 |
| RLMD Relmada Therapeutics Inc. | Add +79.9% | 0.95% | +0.37 |
| RNAC Cartesian Therapeutics Inc. | New | 0.34% | +0.34 |
| SPRB Spruce Biosciences Inc. | Add +200.0% | 0.61% | +0.34 |
| RIGL Rigel Pharmaceuticals Inc. | New | 0.34% | +0.34 |
| SMMT Summit Therapeutics Inc. | New | 0.33% | +0.33 |
| PHAT Phathom Pharmaceuticals Inc. | Add +137.8% | 0.53% | +0.28 |
| MLYS Mineralys Therapeutics Inc. | Add +113.9% | 0.57% | +0.28 |
| DFTX Definium Therapeutics Inc. | New | 0.27% | +0.27 |
| UNCY Unicycive Therapeutics Inc. | Add +186.3% | 0.54% | +0.25 |
| IVA Inventiva SA - ADR | Add +110.2% | 1.03% | +0.23 |
| PGEN Precigen Inc. | Add +144.7% | 0.29% | +0.20 |
| ELVN Enliven Therapeutics Inc. | Add +3981.6% | 0.19% | +0.19 |
| CRVS Corvus Pharmaceuticals Inc. | Add +20.4% | 1.66% | +0.19 |
| KOD Kodiak Sciences Inc. | Add +13.0% | 3.21% | +0.17 |
| CLRB Cellectar Biosciences Inc. | New | 0.15% | +0.15 |
| PEPG Pepgen Inc. | Add +147.3% | 0.25% | +0.14 |
| AMGN Amgen Inc. | New | 0.08% | +0.08 |
| HRTX Heron Therapeutics Inc. | New | 0.07% | +0.07 |
| LAKE Lakeland Industries Inc. | New | 0.06% | +0.06 |
| MGTX Meiragtx Holdings PLC | New | 0.04% | +0.04 |
| JATT Jatt II Acquisition Corp. | New | 0.04% | +0.04 |
| KLRA Kailera Therapeutics Inc. | New | 0.03% | +0.03 |
| SPRY Ars Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| APRE Aprea Therapeutics Inc. | New | 0.01% | +0.01 |
| TVRD Tvardi Therapeutics Inc. | New | 0.01% | +0.01 |
| NXTC Nextcure Inc. | New | 0.00% | +0.00 |
Options Activity Q1 2026 → Q2 2026
| VKTX Viking Therapeutics Inc. | call | Add +85.2% | 1,220,800 | $47.6M |
| ABVX Abivax SA-ADR | call | Add +249.2% | 349,200 | $46.5M |
| VRTX Vertex Pharmaceuticals Inc. | call | Sold out | 93,100 | $41.6Mbefore exit |
| BMY Bristol-Myers Squibb Co. | call | New | 600,000 | $34.6M |
| ABVX Abivax SA-ADR | put | Add +152.4% | 252,400 | $33.6M |
| LQDA Liquidia Corp. | call | Sold out | 662,100 | $25.0Mbefore exit |
| UTHR United Therapeutics Corp. | call | Sold out | 40,200 | $23.8Mbefore exit |
| BMY Bristol-Myers Squibb Co. | put | New | 330,600 | $19.0M |
| APGE Apogee Therapeutics Inc. | call | Sold out | 222,500 | $18.7Mbefore exit |
| CORT Corcept Therapeutics Inc. | call | Add +30.2% | 206,300 | $17.9M |
| KYMR Kymera Therapeutics Inc. | call | New | 149,700 | $17.2M |
| NVS Novartis AG-Sponsored ADR | put | New | 100,000 | $15.7M |
| VKTX Viking Therapeutics Inc. | put | New | 350,500 | $13.7M |
| BIIB Biogen Inc. | call | New | 60,000 | $13.0M |
| CAPR Capricor Therapeutics Inc. | put | Reduce -14.3% | 534,400 | $12.9M |
| SMMT Summit Therapeutics Inc. | call | New | 860,200 | $12.5M |
| RVMD Revolution Medicines Inc. | put | Sold out | 125,500 | $12.2Mbefore exit |
| MRK Merck & Co. Inc. | put | Sold out | 100,000 | $12.0Mbefore exit |
| LLY Eli Lilly & Co. | put | New | 10,000 | $12.0M |
| UTHR United Therapeutics Corp. | put | Sold out | 20,000 | $11.9Mbefore exit |
| QURE Uniqure NV | call | Reduce -5.8% | 235,400 | $10.8M |
| BNTX Biontech SE-ADR | call | New | 100,000 | $9.3M |
| ROIV Roivant Sciences Ltd. | put | Sold out | 335,800 | $9.3Mbefore exit |
| NVS Novartis AG-Sponsored ADR | call | New | 50,000 | $7.8M |
| REPL Replimune Group Inc. | call | Add +238.8% | 696,300 | $7.7M |
| KOD Kodiak Sciences Inc. | call | Add +98250.0% | 196,700 | $7.7M |
| MRNA Moderna Inc. | put | Reduce -37.3% | 100,000 | $7.0M |
| HIMS Hims & Hers Health Inc. | call | New | 200,000 | $6.9M |
| HIMS Hims & Hers Health Inc. | put | New | 193,700 | $6.7M |
| EWTX Edgewise Therapeutics Inc. | call | Sold out | 212,500 | $6.7Mbefore exit |
| GPCR Structure Therapeutics Inc. | put | Sold out | 127,500 | $6.1Mbefore exit |
| CRBP Corbus Pharmaceuticals Holdi | call | Add +449.7% | 633,800 | $5.9M |
| SLS Sellas Life Sciences Group I | call | Add +33.3% | 400,000 | $5.9M |
| KOD Kodiak Sciences Inc. | put | Reduce -40.5% | 146,900 | $5.7M |
| ALMS Alumis Inc. | call | Add +100.0% | 200,000 | $5.6M |
| RPRX Royalty Pharma PLC Class A | call | New | 100,000 | $5.6M |
| REPL Replimune Group Inc. | put | Add +9.3% | 502,500 | $5.6M |
| CRSP Crispr Therapeutics AG | call | Sold out | 106,300 | $5.1Mbefore exit |
| BIOA Bioage Labs Inc. | call | New | 200,100 | $4.9M |
| TENX Tenax Therapeutics Inc. | call | New | 307,000 | $4.5M |
| TGTX TG Therapeutics Inc. | call | New | 75,700 | $4.2M |
| GLUE Monte Rosa Therapeutics Inc. | call | New | 170,100 | $4.1M |
| RCUS Arcus Biosciences Inc. | call | New | 124,000 | $3.8M |
| UNCY Unicycive Therapeutics Inc. | call | New | 792,600 | $3.7M |
| AMGN Amgen Inc. | call | New | 10,000 | $3.6M |
| CYTK Cytokinetics Inc. | call | Sold out | 50,000 | $3.3Mbefore exit |
| CLDX Celldex Therapeutics Inc. | put | New | 86,000 | $3.2M |
| SMMT Summit Therapeutics Inc. | put | New | 200,000 | $2.9M |
| PCVX Vaxcyte Inc. | put | New | 48,900 | $2.8M |
| CYTK Cytokinetics Inc. | put | Reduce -85.0% | 30,000 | $2.6M |
Showing the first 50 of 84.
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| BRIDGEBIO PHARMA INC (BBIO 1.75 03/01/31) | NOTE 1.750% 3/0 · principal | New | 250,000 | $186K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 77 | $264.6M | UTHR, RVMD, ABVX, COGT, BMRN |
| Q1 2026 | 86 | $242.2M | BRIDGEBIO PHARMA INC (BBIO 1.75 03/01/31), VKTX, UTHR, JNJ, COGT |
| Q4 2025 | 73 | $167.9M | TERN, JNJ, VKTX, ABVX, BMRN |
| Q3 2025 | 59 | $143.6M | REGN, SLNO, BMRN, PCVX, INDV |
| Q2 2025 | 46 | $160.8M | SLNO, AMGN, TGTX, NBIX, LLY |
| Q1 2025 | 43 | $125.1M | REGN, LLY, JAZZ, TGTX, ARGX |
| Q4 2024 | 54 | $88.7M | BMY, ABBV, TEVA, BPMC, RYTM |