Skip to content
Disclosery

ACUTA CAPITAL PARTNERS, LLC

Follow

13F filer, CIK 1582844, REDWOOD CITY, CA

ACUTA CAPITAL PARTNERS, LLC reported $96,768,753 across 28 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 75.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-112378

Period
2025-09-30
Reported value
$96.8M
Holdings
28
Top 10 weight
75.97%
New
8
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMLXnew+333,258$4.53M
CMPXnew+840,090$2.94M
DRUGadded+36,401$2.21M
KRYSnew+10,573$1.87M
OCULadded+150,266$1.76M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SLNOexited-63,436-$5.31M
CDTXreduced-38,040-$3.64M
TRVIexited-493,735-$2.7M
ASNDreduced-12,784-$2.54M
RVMDreduced-47,282-$2.21M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001104659-25-112378, largest first. % of portfolio is the value over $96,768,753, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
OCULOCULAR THERAPEUTIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190,071 shares; 2024Q4: 1,111,071 shares; 2025Q1: 1,219,724 shares; 2025Q2: 1,014,940 shares; 2025Q3: 1,165,206 shares 1,165,206$13.6M14.08%+150,266Timeline
CDTXCIDARA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,473 shares; 2025Q1: 125,708 shares; 2025Q2: 179,569 shares; 2025Q3: 141,529 shares 141,529$13.6M14.01%-38,040Timeline
Tourmaline Bio IncTourmaline Bio IncQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,095 shares; 2024Q4: 351,842 shares; 2025Q1: 426,882 shares; 2025Q2: 283,682 shares; 2025Q3: 268,451 shares 268,451$12.8M13.27%-15,231
WHWKWHITEHAWK THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849,402 shares; 2024Q4: 1,849,402 shares; 2025Q1: 3,410,402 shares; 2025Q2: 3,410,402 shares; 2025Q3: 3,410,402 shares 3,410,402$6.48M6.7%0Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,500 shares; 2024Q4: 104,800 shares; 2025Q1: 106,074 shares; 2025Q2: 37,070 shares; 2025Q3: 38,592 shares 38,592$5.56M5.74%+1,522Timeline
DRUGBRIGHT MINDS BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,124 shares; 2025Q1: 59,748 shares; 2025Q2: 48,474 shares; 2025Q3: 84,875 shares 84,875$5.15M5.32%+36,401Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 6,910 shares; 2025Q1: 7,023 shares; 2025Q2: 6,702 shares; 2025Q3: 6,379 shares 6,379$4.7M4.86%-323Timeline
AMLXAMYLYX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333,258 shares 333,258$4.53M4.68%newTimeline
TERNTERNS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,000 shares; 2024Q4: 447,500 shares; 2025Q1: 325,550 shares; 2025Q2: 463,864 shares; 2025Q3: 502,797 shares 502,797$3.78M3.9%+38,933Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,575 shares; 2025Q2: 26,283 shares; 2025Q3: 25,114 shares 25,114$3.31M3.42%-1,169Timeline
CMPXCOMPASS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840,090 shares 840,090$2.94M3.04%newTimeline
PRAXPRAXIS PRECISION MEDICINES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,500 shares; 2024Q4: 67,500 shares; 2025Q1: 87,141 shares; 2025Q2: 74,087 shares; 2025Q3: 49,751 shares 49,751$2.64M2.72%-24,336Timeline
SRZNSURROZEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170,000 shares; 2025Q2: 170,000 shares; 2025Q3: 178,415 shares 178,415$2.3M2.38%+8,415Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 22,976 shares; 2025Q1: 23,340 shares; 2025Q2: 22,576 shares; 2025Q3: 9,792 shares 9,792$1.95M2.01%-12,784Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,573 shares 10,573$1.87M1.93%newTimeline
OCSOCULIS HOLDING AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,000 shares; 2025Q2: 106,718 shares; 2025Q3: 101,777 shares 101,777$1.79M1.85%-4,941Timeline
TSHATAYSHA GENE THERAPIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118,992 shares; 2024Q4: 884,244 shares; 2025Q1: not reported; 2025Q2: 485,669 shares; 2025Q3: 454,827 shares 454,827$1.49M1.54%-30,842Timeline
COGTCOGENT BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,907 shares 102,907$1.48M1.53%newTimeline
ZYMEZYMEWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,240 shares; 2025Q1: 68,459 shares; 2025Q2: 83,655 shares; 2025Q3: 80,143 shares 80,143$1.37M1.41%-3,512Timeline
VSTMVERASTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,000 shares; 2025Q2: 150,414 shares; 2025Q3: 143,446 shares 143,446$1.27M1.31%-6,968Timeline
DNTHDIANTHUS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares 25,000$984K1.02%newTimeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,296 shares 2,296$963K0.99%newTimeline
INBXINHIBRX BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,377 shares 16,377$552K0.57%newTimeline
FULCFULCRUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,650 shares; 2025Q3: 57,141 shares 57,141$526K0.54%-2,509Timeline
LBRXLB PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares 30,000$474K0.49%newTimeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,000 shares; 2024Q4: 111,700 shares; 2025Q1: 66,662 shares; 2025Q2: 55,693 shares; 2025Q3: 8,411 shares 8,411$393K0.41%-47,282Timeline
UNCYUNICYCIVE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,899 shares; 2025Q3: 59,985 shares 59,985$262K0.27%-2,914Timeline
NUVATION BIO INCNUVATION BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,832 shares; 2024Q4: 90,832 shares; 2025Q1: 90,832 shares; 2025Q2: 90,832 shares; 2025Q3: 90,832 shares 90,832$18.4K0.02%0

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SLNOSOLENO THERAPEUTICS INC63,436$5.31Mshares
TRVITREVI THERAPEUTICS INC493,735$2.7Mshares
HELIX ACQUISITION CORP IIHELIX ACQUISITION CORP II187,257$1.99Mshares
AKROAKERO THERAPEUTICS INC19,772$1.06Mshares
LQDALIQUIDIA CORPORATION75,876$945Kshares
RAREULTRAGENYX PHARMACEUTICAL IN23,814$866Kshares
RAPPRAPPORT THERAPEUTICS INC20,000$227Kshares
ARTVARTIVA BIOTHERAPEUTICS INC45,456$68.6Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-112378 base2025-11-14acceptance time not in the bulk data set