GREAT POINT PARTNERS LLC
Greenwich CT · SEC CIK 0001281446
$5.29亿2026Q2 申报市值
42持仓数
51.6%前十大占比 · 第一大 10.1%
12 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ABVX 新建仓+$2,722.69万
DFTX 新建仓+$1,999.20万
VERA 加仓+$1,722.79万
SGMT 新建仓+$1,569.14万
IMMX 加仓+$956.40万
2026Q2 卖出最多 按季末市值估算
APOGEE THERAPEUT 清仓-$3,147.96万
SCYNEXIS INC 减仓-$2,690.29万
AMLX 减仓-$1,885.80万
KALVISTA PHARMAC 清仓-$1,358.78万
IMVT 清仓-$1,355.33万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ABVX | ABIVAX SA 看涨期权 | $5,330.40万 | 10.07% | 400,000 | 400,000 | — | $5,330.40万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $3,129.70万 | 5.91% | 1,700,000 | -50,000 | -2.9% | -$92.05万 | 减仓 |
| ABVX | ABIVAX SA | $2,722.69万 | 5.15% | 204,314 | 204,314 | — | $2,722.69万 | 新建仓 |
| IBRX | IMMUNITYBIO INC 看跌期权 | $2,627.20万 | 4.97% | 3,000,800 | 0 | 0.0% | — | 不变 |
| VERA | VERA THERAPEUTICS INC | $2,578.19万 | 4.87% | 600,836 | 401,488 | 201.4% | $1,722.79万 | 加仓 |
| ZURA | ZURA BIO LTD | $2,487.40万 | 4.70% | 4,215,930 | 0 | 0.0% | — | 不变 |
| ALMS | ALUMIS INC | $2,408.96万 | 4.55% | 856,061 | 0 | 0.0% | — | 不变 |
| — | SOL-GEL TECHNOLOGIES LTD | $2,034.13万 | 3.84% | 274,363 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN 看跌期权 | $2,003.40万 | 3.79% | 600,000 | 600,000 | — | $2,003.40万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,999.20万 | 3.78% | 425,000 | 425,000 | — | $1,999.20万 | 新建仓 |
| ANNX | ANNEXON INC | $1,998.50万 | 3.78% | 3,500,000 | 1,000,000 | 40.0% | $571.00万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $1,744.75万 | 3.30% | 183,330 | 0 | 0.0% | — | 不变 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $1,666.27万 | 3.15% | 855,813 | 355,813 | 71.2% | $692.77万 | 加仓 |
| SGMT | SAGIMET BIOSCIENCES INC | $1,569.14万 | 2.97% | 2,029,933 | 2,029,933 | — | $1,569.14万 | 新建仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $1,510.31万 | 2.85% | 921,481 | 121,283 | 15.2% | $198.78万 | 加仓 |
| IMMX | IMMIX BIOPHARMA INC | $1,317.25万 | 2.49% | 1,277,642 | 927,642 | 265.0% | $956.40万 | 加仓 |
| CLYM | CLIMB BIO INC | $1,304.00万 | 2.46% | 1,000,000 | -334,130 | -25.0% | -$435.71万 | 减仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1,257.20万 | 2.38% | 700,000 | -1,050,000 | -60.0% | -$1,885.80万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $1,221.67万 | 2.31% | 175,000 | -141,453 | -44.7% | -$987.48万 | 减仓 |
| NGNE | NEUROGENE INC | $1,107.61万 | 2.09% | 352,180 | -147,820 | -29.6% | -$464.89万 | 减仓 |
| LBRX | LB PHARMACEUTICALS INC | $1,029.54万 | 1.95% | 317,221 | 17,221 | 5.7% | $55.89万 | 加仓 |
| IRD | OPUS GENETICS INC | $809.75万 | 1.53% | 1,970,187 | 1,645,847 | 507.4% | $676.44万 | 加仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $793.20万 | 1.50% | 1,200,000 | 0 | 0.0% | — | 不变 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $769.41万 | 1.45% | 109,603 | -110,397 | -50.2% | -$774.99万 | 减仓 |
| IFRX | INFLARX NV | $682.43万 | 1.29% | 3,046,557 | 3,046,557 | — | $682.43万 | 新建仓 |
| RLMD | RELMADA THERAPEUTICS INC | $582.74万 | 1.10% | 842,106 | 0 | 0.0% | — | 不变 |
| — | JATT II ACQUISITION CORP | $568.00万 | 1.07% | 500,000 | 500,000 | — | $568.00万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $546.30万 | 1.03% | 300,000 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC | $529.33万 | 1.00% | 1,741,232 | 1,741,232 | — | $529.33万 | 新建仓 |
| — | AMANAT ACQUISITION CORP | $508.00万 | 0.96% | 500,000 | 500,000 | — | $508.00万 | 新建仓 |
| RZLT | REZOLUTE INC | $494.94万 | 0.94% | 951,809 | 0 | 0.0% | — | 不变 |
| SLN | SILENCE THERAPEUTICS PLC | $494.10万 | 0.93% | 450,000 | -570,489 | -55.9% | -$626.40万 | 减仓 |
| PALI | PALISADE BIO INC | $477.53万 | 0.90% | 2,284,819 | -1,120,938 | -32.9% | -$234.28万 | 减仓 |
| EVMN | EVOMMUNE INC | $431.93万 | 0.82% | 325,000 | 0 | 0.0% | — | 不变 |
| — | SCYNEXIS INC | $384.33万 | 0.73% | 944,292 | -6,610,055 | -87.5% | -$2,690.29万 | 减仓 |
| — | GALECTIN THERAPEUTICS INC 看涨期权 | $371.20万 | 0.70% | 800,000 | 0 | 0.0% | — | 不变 |
| ELVN | ENLIVEN THERAPEUTICS INC | $355.25万 | 0.67% | 70,000 | 70,000 | — | $355.25万 | 新建仓 |
| — | HUMACYTE INC | $292.65万 | 0.55% | 3,750,000 | 0 | 0.0% | — | 不变 |
| — | REIN THERAPEUTICS INC | $267.80万 | 0.51% | 2,575,000 | 2,575,000 | — | $267.80万 | 新建仓 |
| DBVT | DBV TECHNOLOGIES S A | $257.33万 | 0.49% | 156,906 | 156,906 | — | $257.33万 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP 看涨期权 | $135.02万 | 0.26% | 521,300 | 0 | 0.0% | — | 不变 |
| — | PROMIS NEUROSCIENCES INC | $113.37万 | 0.21% | 86,150 | -285,252 | -76.8% | -$375.39万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -374,000 | -100.0% | -$3,147.96万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -675,000 | -100.0% | -$1,358.78万 | 清仓 |
| IMVT | IMMUNOVANT INC | $0 | 0.00% | 0 | -545,625 | -100.0% | -$1,355.33万 | 清仓 |
| JBIO | JADE BIOSCIENCES INC | $0 | 0.00% | 0 | -964,462 | -100.0% | -$1,355.07万 | 清仓 |
| ZBIO | ZENAS BIOPHARMA INC | $0 | 0.00% | 0 | -524,066 | -100.0% | -$1,024.55万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -1,350,000 | -100.0% | -$714.15万 | 清仓 |
| — | CONTEXT THERAPEUTICS INC | $0 | 0.00% | 0 | -2,238,496 | -100.0% | -$586.49万 | 清仓 |
| — | UNICYCIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -796,558 | -100.0% | -$524.14万 | 清仓 |
| TENX | TENAX THERAPEUTICS INC | $0 | 0.00% | 0 | -327,307 | -100.0% | -$523.36万 | 清仓 |
| PHVS | PHARVARIS N V | $0 | 0.00% | 0 | -82,800 | -100.0% | -$233.91万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC | $0 | 0.00% | 0 | -124,666 | -100.0% | -$186.13万 | 清仓 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$176.80万 | 清仓 |