Caligan Partners LP Diversified Active

Location: New York, NY

CIK: 0001727492 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value: $479M (100.0% shares, 0.0% debt)

Holdings (16)

LQDA LIQUIDIA CORPORATION 25.0%

Value $120M Shares 8,118,592 Est. Cost $5.57 Unrealized +161.8%

— VERONA PHARMA PLC 19.0%

Value $91.23M Shares 1,436,878 Est. Cost $16.60 Unrealized —

EXEL EXELIXIS INC 11.8%

Value $56.33M Shares 1,525,730 Est. Cost $19.42 Unrealized +83.5%

MLYS MINERALYS THERAPEUTICS INC 7.1%

Value $34.14M Shares 2,149,667 Est. Cost $11.97 Unrealized -3.9%

EOLS EVOLUS INC 6.9%

Value $32.86M Shares 2,731,154 Est. Cost $10.65 Unrealized +22.8%

— SAGE THERAPEUTICS INC 5.1%

Value $24.27M Shares 3,052,538 Est. Cost $5.43 Unrealized —

BCRX BIOCRYST PHARMACEUTICALS INC 4.9%

Value $23.31M Shares 3,107,669 Est. Cost $5.90 Unrealized +36.7%

ANIK ANIKA THERAPEUTICS INC 4.5%

Value $21.57M Shares 1,435,130 Est. Cost $25.57 Unrealized -34.9%

AGIO AGIOS PHARMACEUTICALS INC 4.3%

Value $20.55M Shares 701,280 Est. Cost $28.21 Unrealized +17.6%

RVMD REVOLUTION MEDICINES INC 3.4%

Value $16.44M Shares 465,000 Est. Cost $40.59 Unrealized 0.0%

— MERUS N V 3.3%

Value $15.87M Shares 376,954 Est. Cost $42.06 Unrealized —

— Y-MABS THERAPEUTICS INC 2.2%

Value $10.38M Shares 2,342,609 Est. Cost $8.13 Unrealized —

ABVX ABIVAX SA 1.7%

Value $7.932M Shares 1,269,119 Est. Cost $6.88 Unrealized —

— VERRICA PHARMACEUTICALS INC 0.8%

Value $3.977M Shares 8,992,954 Est. Cost $0.66 Unrealized —

RZLT REZOLUTE INC 0.1%

Value $410K Shares 141,309 Est. Cost $4.35 Unrealized 0.0%

TYRA TYRA BIOSCIENCES INC 0.0%

Value $233K Shares 25,000 Est. Cost $12.94 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LQDA	LIQUIDIA CORPORATION	8,118,592	$120M	25.0%	$5.57	+161.8%	COM NEW	53635D202
—	VERONA PHARMA PLC	1,436,878	$91.23M	19.0%	$16.60	—	SPONSORED ADS	925050106
EXEL	EXELIXIS INC	1,525,730	$56.33M	11.8%	$19.42	+83.5%	COM	30161Q104
MLYS	MINERALYS THERAPEUTICS INC	2,149,667	$34.14M	7.1%	$11.97	-3.9%	COM	603170101
EOLS	EVOLUS INC	2,731,154	$32.86M	6.9%	$10.65	+22.8%	COM	30052C107
—	SAGE THERAPEUTICS INC	3,052,538	$24.27M	5.1%	$5.43	—	COM	78667J108
BCRX	BIOCRYST PHARMACEUTICALS INC	3,107,669	$23.31M	4.9%	$5.90	+36.7%	COM	09058V103
ANIK	ANIKA THERAPEUTICS INC	1,435,130	$21.57M	4.5%	$25.57	-34.9%	COM	035255108
AGIO	AGIOS PHARMACEUTICALS INC	701,280	$20.55M	4.3%	$28.21	+17.6%	COM	00847X104
RVMD	REVOLUTION MEDICINES INC	465,000	$16.44M	3.4%	$40.59	0.0%	COM	76155X100
—	MERUS N V	376,954	$15.87M	3.3%	$42.06	—	COM	N5749R100
—	Y-MABS THERAPEUTICS INC	2,342,609	$10.38M	2.2%	$8.13	—	COM	984241109
ABVX	ABIVAX SA	1,269,119	$7.932M	1.7%	$6.88	—	SPONSORED ADS	00370M103
—	VERRICA PHARMACEUTICALS INC	8,992,954	$3.977M	0.8%	$0.66	—	COM	92511W108
RZLT	REZOLUTE INC	141,309	$410K	0.1%	$4.35	0.0%	COM NEW	76200L309
TYRA	TYRA BIOSCIENCES INC	25,000	$233K	0.0%	$12.94	0.0%	COM	90240B106