Stonepine Capital Management, LLC
Bend OR · SEC CIK 0001440771
$3.90亿2026Q2 申报市值
87持仓数
73.5%前十大占比 · 第一大 54.8%
23 / 21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
ELOXX PHARMACEUT 新建仓+$551.26万
SUPN 新建仓+$410.30万
EDESA BIOTECH IN 加仓+$298.11万
SATELLOS BIOSCIE 加仓+$296.59万
CABA 加仓+$269.67万
2026Q2 卖出最多 按季末市值估算
TENX 减仓-$458.62万
ZVRA 减仓-$317.34万
XOMA ROYALTY COR 清仓-$218.02万
EOLS 减仓-$117.24万
ABEO 减仓-$116.99万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| RADX | RADIOPHARM THERANOSTICS LTD | $2.14亿 | 54.75% | 51,000,000 | 0 | 0.0% | — | 不变 |
| VSTM | VERASTEM INC | $1,279.56万 | 3.28% | 3,349,627 | 47,327 | 1.4% | $18.08万 | 加仓 |
| EOLS | EVOLUS INC | $1,103.57万 | 2.83% | 1,590,162 | -168,929 | -9.6% | -$117.24万 | 减仓 |
| TENX | TENAX THERAPEUTICS INC | $960.30万 | 2.46% | 660,000 | -315,200 | -32.3% | -$458.62万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $842.29万 | 2.16% | 120,654 | 35,654 | 41.9% | $248.90万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC 看涨期权 | $795.00万 | 2.04% | 650,000 | -500,000 | -43.5% | -$611.54万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $619.38万 | 1.59% | 740,000 | 0 | 0.0% | — | 不变 |
| CAMP | CAMP4 THERAPEUTICS CORP | $607.26万 | 1.56% | 1,389,622 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC 看涨期权 | $560.00万 | 1.43% | 40,000 | 40,000 | — | $560.00万 | 新建仓 |
| — | ELOXX PHARMACEUTICALS INC | $551.26万 | 1.41% | 397,160 | 397,160 | — | $551.26万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN 看涨期权 | $550.00万 | 1.41% | 200,000 | 100,000 | 100.0% | $275.00万 | 重新持有 |
| — | KAZIA THERAPEUTICS LTD | $486.01万 | 1.25% | 345,179 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC 看涨期权 | $437.50万 | 1.12% | 50,000 | 50,000 | — | $437.50万 | 新建仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $410.30万 | 1.05% | 100,000 | 100,000 | — | $410.30万 | 新建仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $398.65万 | 1.02% | 425,000 | 41,538 | 10.8% | $38.96万 | 加仓 |
| ABT | ABBOTT LABORATORIES 看涨期权 | $380.00万 | 0.97% | 40,000 | 40,000 | — | $380.00万 | 新建仓 |
| — | SATELLOS BIOSCIENCE INC | $372.33万 | 0.95% | 491,624 | 391,624 | 391.6% | $296.59万 | 加仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $370.98万 | 0.95% | 258,701 | -221,299 | -46.1% | -$317.34万 | 减仓 |
| ABEO | ABEONA THERAPEUTICS INC | $344.40万 | 0.88% | 557,284 | -189,303 | -25.4% | -$116.99万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP 看涨期权 | $325.00万 | 0.83% | 50,000 | 50,000 | — | $325.00万 | 新建仓 |
| — | EDESA BIOTECH INC | $319.08万 | 0.82% | 456,439 | 426,439 | 1,421.5% | $298.11万 | 加仓 |
| EOLS | EVOLUS INC 看涨期权 | $315.00万 | 0.81% | 420,000 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC 看涨期权 | $312.50万 | 0.80% | 50,000 | 50,000 | — | $312.50万 | 新建仓 |
| CABA | CABALETTA BIO INC | $285.22万 | 0.73% | 917,100 | 867,100 | 1,734.2% | $269.67万 | 加仓 |
| — | AN2 THERAPEUTICS INC | $267.02万 | 0.68% | 551,692 | -162,153 | -22.7% | -$78.48万 | 减仓 |
| — | XILIO THERAPEUTICS INC | $216.50万 | 0.55% | 225,994 | 161,832 | 252.2% | $155.04万 | 加仓 |
| — | ADICET BIO INC | $212.13万 | 0.54% | 245,518 | 23,563 | 10.6% | $20.36万 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC 看涨期权 | $210.00万 | 0.54% | 280,000 | 0 | 0.0% | — | 不变 |
| — | TELA BIO INC | $199.68万 | 0.51% | 2,662,427 | 45,175 | 1.7% | $3.39万 | 加仓 |
| — | AYTU BIOPHARMA INC | $196.28万 | 0.50% | 912,921 | 120,632 | 15.2% | $25.94万 | 加仓 |
| — | CURIS INC | $172.93万 | 0.44% | 3,312,185 | -414,221 | -11.1% | -$21.63万 | 减仓 |
| — | SPRUCE BIOSCIENCES INC | $155.49万 | 0.40% | 28,795 | 9,053 | 45.9% | $48.89万 | 重新持有 |
| SIBN | SI BONE INC 看涨期权 | $150.00万 | 0.38% | 100,000 | 0 | 0.0% | — | 不变 |
| — | HERON THERAPEUTICS INC 看涨期权 | $150.00万 | 0.38% | 1,000,000 | 0 | 0.0% | — | 不变 |
| — | OKYO PHARMA LTD | $129.45万 | 0.33% | 862,996 | 12,996 | 1.5% | $1.95万 | 加仓 |
| NMRA | NEUMORA THERAPEUTICS INC. 看涨期权 | $125.00万 | 0.32% | 500,000 | 0 | 0.0% | — | 不变 |
| — | PASITHEA THERAPEUTICS CORP | $113.46万 | 0.29% | 2,201,468 | 954,516 | 76.5% | $49.20万 | 加仓 |
| — | SOL-GEL TECHNOLOGIES LTD | $107.27万 | 0.27% | 14,469 | -13,309 | -47.9% | -$98.67万 | 减仓 |
| — | PULMONX CORP | $106.01万 | 0.27% | 815,436 | 47,148 | 6.1% | $6.13万 | 加仓 |
| XFOR | X4 PHARMACEUTICALS INC | $105.07万 | 0.27% | 224,989 | -110,320 | -32.9% | -$51.52万 | 减仓 |
| ARDX | ARDELYX INC 看涨期权 | $105.00万 | 0.27% | 150,000 | 0 | 0.0% | — | 不变 |
| DCTH | DELCATH SYS INC 看涨期权 | $100.00万 | 0.26% | 100,000 | 0 | 0.0% | — | 不变 |
| — | IN8BIO INC | $98.04万 | 0.25% | 695,287 | 31,875 | 4.8% | $4.49万 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $97.35万 | 0.25% | 50,000 | 50,000 | — | $97.35万 | 新建仓 |
| — | QUOIN PHARMACEUTICALS LTD | $96.55万 | 0.25% | 199,486 | 146,026 | 273.2% | $70.68万 | 加仓 |
| — | MAXCYTE INC | $92.45万 | 0.24% | 751,606 | -253,067 | -25.2% | -$31.13万 | 减仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $92.24万 | 0.24% | 85,010 | 35,000 | 70.0% | $37.97万 | 加仓 |
| — | AZITRA INC | $88.69万 | 0.23% | 5,285,476 | 5,285,476 | — | $88.69万 | 新建仓 |
| — | CONNECT BIOPHARMA HLDGS LTD | $86.69万 | 0.22% | 364,254 | 54,254 | 17.5% | $12.91万 | 加仓 |
| — | CYBIN INC | $85.45万 | 0.22% | 129,280 | -4,780 | -3.6% | -$3.16万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $83.47万 | 0.21% | 25,000 | 25,000 | — | $83.47万 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $80.42万 | 0.21% | 396,179 | -561,023 | -58.6% | -$113.89万 | 减仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $78.37万 | 0.20% | 161,583 | -107,517 | -40.0% | -$52.15万 | 减仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $76.88万 | 0.20% | 205,000 | 5,000 | 2.5% | $1.88万 | 加仓 |
| MNKD | MANNKIND CORP 看涨期权 | $75.00万 | 0.19% | 250,000 | -250,000 | -50.0% | -$75.00万 | 减仓 |
| NVCT | NUVECTIS PHARMA INC | $73.56万 | 0.19% | 40,000 | 40,000 | — | $73.56万 | 新建仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $72.00万 | 0.18% | 40,000 | -45,000 | -52.9% | -$81.00万 | 减仓 |
| — | PMV PHARMACEUTICALS INC | $71.84万 | 0.18% | 536,086 | -172,016 | -24.3% | -$23.05万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $71.38万 | 0.18% | 7,500 | 7,500 | — | $71.38万 | 新建仓 |
| OKUR | ONKURE THERAPEUTICS INC | $59.59万 | 0.15% | 130,684 | -1,894 | -1.4% | -$8,637 | 减仓 |
| — | NERVGEN PHARMA CORP | $55.97万 | 0.14% | 271,678 | 271,678 | — | $55.97万 | 新建仓 |
| — | CALCIMEDICA INC | $54.49万 | 0.14% | 622,432 | 622,432 | — | $54.49万 | 新建仓 |
| ARVN | ARVINAS INC | $49.86万 | 0.13% | 60,000 | 32,500 | 118.2% | $27.01万 | 加仓 |
| BIOA | BIOAGE LABS INC | $49.02万 | 0.13% | 20,000 | -30,000 | -60.0% | -$73.53万 | 减仓 |
| IRD | OPUS GENETICS INC | $41.40万 | 0.11% | 100,718 | 32,030 | 46.6% | $13.16万 | 加仓 |
| — | QT IMAGING HLDGS INC | $40.70万 | 0.10% | 100,000 | 100,000 | — | $40.70万 | 新建仓 |
| — | BOUNDLESS BIO INC | $38.65万 | 0.10% | 154,595 | -443,087 | -74.1% | -$110.77万 | 减仓 |
| — | SINTX TECHNOLOGIES INC | $33.25万 | 0.09% | 209,205 | 209,205 | — | $33.25万 | 新建仓 |
| — | CELLECTAR BIOSCIENCES INC | $29.06万 | 0.07% | 104,550 | 104,550 | — | $29.06万 | 新建仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $28.75万 | 0.07% | 43,491 | 43,491 | — | $28.75万 | 新建仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $28.58万 | 0.07% | 73,271 | 23,271 | 46.5% | $9.08万 | 加仓 |
| ANL | ADLAI NORTYE LTD | $27.90万 | 0.07% | 24,257 | 24,257 | — | $27.90万 | 新建仓 |
| — | SENSEONICS HLDGS INC | $27.65万 | 0.07% | 48,680 | 48,680 | — | $27.65万 | 新建仓 |
| — | PLIANT THERAPEUTICS INC | $26.28万 | 0.07% | 230,538 | 5,888 | 2.6% | $6,712 | 加仓 |
| CDXS | CODEXIS INC | $24.78万 | 0.06% | 109,662 | -308,332 | -73.8% | -$69.68万 | 减仓 |
| — | PRECISION OPTICS CORP INC MA | $23.66万 | 0.06% | 46,390 | -53,610 | -53.6% | -$27.34万 | 减仓 |
| UPB | UPSTREAM BIO INC | $23.13万 | 0.06% | 33,432 | -1,568 | -4.5% | -$1.09万 | 减仓 |
| — | REIN THERAPEUTICS INC | $22.68万 | 0.06% | 218,038 | 218,038 | — | $22.68万 | 新建仓 |
| — | HERON THERAPEUTICS INC | $20.95万 | 0.05% | 490,787 | -911,404 | -65.0% | -$38.90万 | 减仓 |
| — | CNS PHARMACEUTICALS INC | $19.87万 | 0.05% | 41,573 | -19,427 | -31.8% | -$9.29万 | 减仓 |
| — | HUMACYTE INC | $18.05万 | 0.05% | 231,299 | 231,299 | — | $18.05万 | 新建仓 |
| — | KALARIS THERAPEUTICS INC | $12.26万 | 0.03% | 30,122 | 9,722 | 47.7% | $3.96万 | 加仓 |
| — | PROCESSA PHARMACEUTICALS INC | $10.56万 | 0.03% | 55,000 | 0 | 0.0% | — | 不变 |
| — | BIOATLA INC | $6.80万 | 0.02% | 16,432 | 16,432 | — | $6.80万 | 新建仓 |
| — | COMPUGEN LTD | $6.72万 | 0.02% | 31,387 | -72,913 | -69.9% | -$15.60万 | 减仓 |
| OVID | OVID THERAPEUTICS INC | $5.73万 | 0.01% | 21,300 | -18,700 | -46.8% | -$5.03万 | 减仓 |
| — | EVAXION AS | $5.44万 | 0.01% | 17,562 | -2,151 | -10.9% | -$6,668 | 减仓 |
| XBI | SPDR SERIES TRUST 看涨期权 | $0 | 0.00% | 0 | -400,000 | -100.0% | -$5,109.20万 | 清仓 |
| XBI | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | -400,000 | -100.0% | -$5,109.20万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$527.20万 | 清仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$283.90万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$232.10万 | 清仓 |
| ACAD | ACADIA PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$222.60万 | 清仓 |
| — | XOMA ROYALTY CORPORATION | $0 | 0.00% | 0 | -69,500 | -100.0% | -$218.02万 | 清仓 |
| SRZN | SURROZEN INC | $0 | 0.00% | 0 | -33,005 | -100.0% | -$96.14万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC. 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$94.00万 | 清仓 |
| — | VERRICA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -99,735 | -100.0% | -$52.76万 | 清仓 |
| CADL | CANDEL THERAPEUTICS INC | $0 | 0.00% | 0 | -102,500 | -100.0% | -$50.23万 | 清仓 |
| ABEO | ABEONA THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$44.80万 | 清仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$34.07万 | 清仓 |