Skip to content

ACUTA CAPITAL PARTNERS, LLC

Follow

13F filer, CIK 1582844, REDWOOD CITY, CA

ACUTA CAPITAL PARTNERS, LLC reported $147,286,583 across 30 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 79.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-016119

Period
2025-12-31
Reported value
$147M
Holdings
30
Top 10 weight
79.38%
New
7
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PRAXadded+33,285$9.81M
TERNadded+134,298$5.43M
NERVnew+709,500$2.85M
TNGXnew+282,732$2.51M
DSGNnew+150,906$1.42M

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
Tourmaline Bio Incexited-268,451-$12.8M
CDTXreduced-52,384-$11.6M
INSMreduced-12,714-$2.21M
ASNDexited-9,792-$1.95M
KRYSexited-10,573-$1.87M

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, Q4 2025

Share positions as resolved from 13F-HR 0001104659-26-016119, largest first. % of portfolio is the value over $147,286,583, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TERNTERNS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,000 shares; 2024Q4: 447,500 shares; 2025Q1: 325,550 shares; 2025Q2: 463,864 shares; 2025Q3: 502,797 shares; 2025Q4: 637,095 shares 637,095$25.7M17.48%+134,298Timeline
PRAXPRAXIS PRECISION MEDICINES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,500 shares; 2024Q4: 67,500 shares; 2025Q1: 87,141 shares; 2025Q2: 74,087 shares; 2025Q3: 49,751 shares; 2025Q4: 83,036 shares 83,036$24.5M16.62%+33,285Timeline
CDTXCIDARA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,473 shares; 2025Q1: 125,708 shares; 2025Q2: 179,569 shares; 2025Q3: 141,529 shares; 2025Q4: 89,145 shares 89,145$19.7M13.37%-52,384Timeline
OCULOCULAR THERAPEUTIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,052,995 shares 1,052,995$12.8M8.68%-112,211Timeline
WHWKWHITEHAWK THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,410,402 shares 3,410,402$8.25M5.6%0Timeline
DRUGBRIGHT MINDS BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,124 shares; 2025Q1: 59,748 shares; 2025Q2: 48,474 shares; 2025Q3: 84,875 shares; 2025Q4: 84,477 shares 84,477$6.59M4.48%-398Timeline
CMPXCOMPASS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840,090 shares; 2025Q4: 1,093,300 shares 1,093,300$5.87M3.99%+253,210Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,575 shares; 2025Q2: 26,283 shares; 2025Q3: 25,114 shares; 2025Q4: 29,008 shares 29,008$4.93M3.35%+3,894Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,500 shares; 2024Q4: 104,800 shares; 2025Q1: 106,074 shares; 2025Q2: 37,070 shares; 2025Q3: 38,592 shares; 2025Q4: 25,878 shares 25,878$4.5M3.06%-12,714Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 6,910 shares; 2025Q1: 7,023 shares; 2025Q2: 6,702 shares; 2025Q3: 6,379 shares; 2025Q4: 4,851 shares 4,851$4.08M2.77%-1,528Timeline
SRZNSURROZEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170,000 shares; 2025Q2: 170,000 shares; 2025Q3: 178,415 shares; 2025Q4: 178,415 shares 178,415$4.03M2.74%0Timeline
AMLXAMYLYX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333,258 shares; 2025Q4: 333,258 shares 333,258$4.03M2.73%0Timeline
NERVMINERVA NEUROSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 709,500 shares 709,500$2.85M1.94%newTimeline
TNGXTANGO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282,732 shares 282,732$2.51M1.7%newTimeline
TSHATAYSHA GENE THERAPIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118,992 shares; 2024Q4: 884,244 shares; 2025Q1: not reported; 2025Q2: 485,669 shares; 2025Q3: 454,827 shares; 2025Q4: 454,827 shares 454,827$2.5M1.7%0Timeline
ZYMEZYMEWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,240 shares; 2025Q1: 68,459 shares; 2025Q2: 83,655 shares; 2025Q3: 80,143 shares; 2025Q4: 80,143 shares 80,143$2.11M1.43%0Timeline
OCSOCULIS HOLDING AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,000 shares; 2025Q2: 106,718 shares; 2025Q3: 101,777 shares; 2025Q4: 101,777 shares 101,777$2.03M1.38%0Timeline
DSGNDESIGN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,906 shares 150,906$1.42M0.96%newTimeline
INBXINHIBRX BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,377 shares; 2025Q4: 16,377 shares 16,377$1.29M0.88%0Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,296 shares; 2025Q4: 2,296 shares 2,296$1.12M0.76%0Timeline
VSTMVERASTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,000 shares; 2025Q2: 150,414 shares; 2025Q3: 143,446 shares; 2025Q4: 143,446 shares 143,446$1.11M0.75%0Timeline
MAZEMAZE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000$829K0.56%newTimeline
MLTXMOONLAKE IMMUNOTHERAPEUTICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,280 shares 59,280$781K0.53%newTimeline
STROSUTRO BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,451 shares 67,451$780K0.53%newTimeline
DNTHDIANTHUS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 16,708 shares 16,708$689K0.47%-8,292Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,000 shares; 2024Q4: 111,700 shares; 2025Q1: 66,662 shares; 2025Q2: 55,693 shares; 2025Q3: 8,411 shares; 2025Q4: 8,411 shares 8,411$670K0.45%0Timeline
LBRXLB PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000$668K0.45%0Timeline
KTTAPASITHEA THERAPEUTICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450,000 shares 450,000$580K0.39%newTimeline
UNCYUNICYCIVE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,899 shares; 2025Q3: 59,985 shares; 2025Q4: 59,985 shares 59,985$346K0.23%0Timeline
NUVATION BIO INCNUVATION BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,832 shares; 2024Q4: 90,832 shares; 2025Q1: 90,832 shares; 2025Q2: 90,832 shares; 2025Q3: 90,832 shares; 2025Q4: 90,832 shares 90,832$30K0.02%0

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
Tourmaline Bio IncTourmaline Bio Inc268,451$12.8Mshares
ASNDASCENDIS PHARMA A/S9,792$1.95Mshares
KRYSKRYSTAL BIOTECH INC10,573$1.87Mshares
COGTCOGENT BIOSCIENCES INC102,907$1.48Mshares
FULCFULCRUM THERAPEUTICS INC57,141$526Kshares

How Q4 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 0001104659-26-016119 base2026-02-17acceptance time not in the bulk data set