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Caligan Partners LP

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13F filer, CIK 1727492, NEW YORK, NY

Caligan Partners LP reported $394,876,202 across 14 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 94.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-000624

Period
2024-12-31
Reported value
$395M
Holdings
14
Top 10 weight
94.3%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SAGE THERAPEUTICS INCnew+3,052,538$16.6M
MERUS N Vnew+255,000$10.7M
EOLSadded+498,900$5.51M
ABVXnew+752,167$5.51M
VERRICA PHARMACEUTICALS INCnew+7,429,687$5.2M

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
NBPexited-3,499,330-$4.34M
OTLKexited-318,699-$1.7M
ENTAreduced-137,627-$791K

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 2024

Share positions as resolved from 13F-HR 0001420506-25-000624, largest first. % of portfolio is the value over $394,876,202, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LQDALIQUIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,118,592 shares; 2024Q4: 8,118,592 shares 8,118,592$116M29.26%0Timeline
VERONA PHARMA PLCVERONA PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436,878 shares; 2024Q4: 1,436,878 shares 1,436,878$66.7M16.9%0
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525,730 shares; 2024Q4: 1,525,730 shares 1,525,730$50.8M12.87%0Timeline
EOLSEVOLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193,488 shares; 2024Q4: 2,692,388 shares 2,692,388$29.7M7.53%+498,900Timeline
ANIKANIKA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435,130 shares; 2024Q4: 1,435,130 shares 1,435,130$23.6M5.98%0Timeline
BCRXBIOCRYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,583,585 shares; 2024Q4: 2,995,932 shares 2,995,932$22.5M5.71%+412,347Timeline
AGIOAGIOS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,717 shares; 2024Q4: 626,280 shares 626,280$20.6M5.21%+46,563Timeline
SAGE THERAPEUTICS INCSAGE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,052,538 shares 3,052,538$16.6M4.2%new
Y-mAbs Therapeutics IncY-mAbs Therapeutics IncQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195,253 shares; 2024Q4: 1,767,982 shares 1,767,982$13.8M3.51%+572,729
MLYSMINERALYS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981,155 shares; 2024Q4: 1,011,155 shares 1,011,155$12.4M3.15%+30,000Timeline
MERUS N VMERUS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255,000 shares 255,000$10.7M2.72%new
ABVXABIVAX SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 752,167 shares 752,167$5.51M1.39%newTimeline
VERRICA PHARMACEUTICALS INCVERRICA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,429,687 shares 7,429,687$5.2M1.32%new
ENTAENANTA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,453 shares; 2024Q4: 184,826 shares 184,826$1.06M0.27%-137,627Timeline

Sold out in Q4 2024

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

SecurityShares beforeValue beforeType
NBPNOVABRIDGE BIOSCIENCES3,499,330$4.34Mshares
OTLKOUTLOOK THERAPEUTICS INC318,699$1.7Mshares

How Q4 2024 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 0001420506-25-000624 base2025-02-14acceptance time not in the bulk data set