Stonepine Capital Management, LLC
Bend OR · SEC CIK 0001440771
$4.68亿2026Q1 申报市值
83持仓数
83.5%前十大占比 · 第一大 46.8%
33 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TENX 加仓+$1,540.34万
CAMP 加仓+$511.88万
VSTM 加仓+$302.22万
SOL-GEL TECHNOLO 新建仓+$220.06万
CURIS INC 加仓+$200.70万
2026Q1 卖出最多 按季末市值估算
INDIVIOR PLC 清仓-$358.80万
EDESA BIOTECH IN 减仓-$343.87万
ACAD 清仓-$267.10万
ELDN 减仓-$264.29万
SRZN 减仓-$234.86万
2026Q1 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 | $2.19亿 | 46.83% | 51,000,000 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST 看跌期权 | $5,109.20万 | 10.91% | 400,000 | 400,000 | — | $5,109.20万 | 新建仓 |
| XBI | SPDR SERIES TRUST 看涨期权 | $5,109.20万 | 10.91% | 400,000 | 400,000 | — | $5,109.20万 | 新建仓 |
| VSTM | VERASTEM INC | $1,750.22万 | 3.74% | 3,302,300 | 570,221 | 20.9% | $302.22万 | 加仓 |
| TENX | TENAX THERAPEUTICS INC | $1,559.34万 | 3.33% | 975,200 | 963,316 | 8,106.0% | $1,540.34万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC 看涨期权 | $1,036.15万 | 2.21% | 1,150,000 | 1,150,000 | — | $1,036.15万 | 新建仓 |
| EOLS | EVOLUS INC | $722.99万 | 1.54% | 1,759,091 | 127,503 | 7.8% | $52.40万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $666.74万 | 1.42% | 740,000 | 0 | 0.0% | — | 不变 |
| CAMP | CAMP4 THERAPEUTICS CORP | $612.82万 | 1.31% | 1,389,622 | 1,160,728 | 507.1% | $511.88万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $611.58万 | 1.31% | 85,000 | 0 | 0.0% | — | 不变 |
| — | TERNS PHARMACEUTICALS INC 看涨期权 | $527.20万 | 1.13% | 100,000 | 100,000 | — | $527.20万 | 新建仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $447.36万 | 0.96% | 480,000 | -89,088 | -15.7% | -$83.03万 | 减仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $360.07万 | 0.77% | 383,462 | -6,454 | -1.7% | -$6.06万 | 减仓 |
| ABEO | ABEONA THERAPEUTICS INC | $334.47万 | 0.71% | 746,587 | 37,082 | 5.2% | $16.61万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC 看涨期权 | $283.90万 | 0.61% | 50,000 | 50,000 | — | $283.90万 | 新建仓 |
| — | KAZIA THERAPEUTICS LTD | $256.81万 | 0.55% | 345,179 | -115,180 | -25.0% | -$85.69万 | 减仓 |
| — | AN2 THERAPEUTICS INC | $244.13万 | 0.52% | 713,845 | 86,177 | 13.7% | $29.47万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN 看涨期权 | $232.10万 | 0.50% | 50,000 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC 看涨期权 | $222.60万 | 0.48% | 100,000 | 100,000 | — | $222.60万 | 新建仓 |
| — | SOL-GEL TECHNOLOGIES LTD | $220.06万 | 0.47% | 27,778 | 27,778 | — | $220.06万 | 新建仓 |
| — | XOMA ROYALTY CORPORATION | $218.02万 | 0.47% | 69,500 | -45,500 | -39.6% | -$142.73万 | 减仓 |
| — | AYTU BIOPHARMA INC | $216.29万 | 0.46% | 792,289 | -21,415 | -2.6% | -$5.85万 | 减仓 |
| — | CURIS INC | $203.95万 | 0.44% | 3,726,406 | 3,667,057 | 6,178.8% | $200.70万 | 加仓 |
| EOLS | EVOLUS INC 看涨期权 | $172.62万 | 0.37% | 420,000 | 420,000 | — | $172.62万 | 新建仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC 看涨期权 | $162.40万 | 0.35% | 280,000 | 280,000 | — | $162.40万 | 新建仓 |
| — | TELA BIO INC | $162.27万 | 0.35% | 2,617,252 | 265,220 | 11.3% | $16.44万 | 加仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $160.81万 | 0.34% | 957,202 | -1,390,945 | -59.2% | -$233.68万 | 减仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $156.15万 | 0.33% | 85,000 | -2,682 | -3.1% | -$4.93万 | 减仓 |
| — | ADICET BIO INC | $151.15万 | 0.32% | 221,955 | 1,944 | 0.9% | $1.32万 | 加仓 |
| XFOR | X4 PHARMACEUTICALS INC | $138.48万 | 0.30% | 335,309 | -258,264 | -43.5% | -$106.66万 | 减仓 |
| — | OKYO PHARMA LTD | $136.85万 | 0.29% | 850,000 | 850,000 | — | $136.85万 | 新建仓 |
| SIBN | SI BONE INC 看涨期权 | $126.30万 | 0.27% | 100,000 | 100,000 | — | $126.30万 | 新建仓 |
| MNKD | MANNKIND CORP 看涨期权 | $122.50万 | 0.26% | 500,000 | 500,000 | — | $122.50万 | 新建仓 |
| — | HERON THERAPEUTICS INC | $112.19万 | 0.24% | 1,402,191 | 164,389 | 13.3% | $13.15万 | 加仓 |
| — | PULMONX CORP | $99.11万 | 0.21% | 768,288 | 281,888 | 58.0% | $36.36万 | 加仓 |
| — | IN8BIO INC | $98.19万 | 0.21% | 663,412 | 498,519 | 302.3% | $73.78万 | 加仓 |
| NMRA | NEUMORA THERAPEUTICS INC. 看涨期权 | $97.50万 | 0.21% | 500,000 | 500,000 | — | $97.50万 | 新建仓 |
| SRZN | SURROZEN INC | $96.14万 | 0.21% | 33,005 | -80,626 | -71.0% | -$234.86万 | 减仓 |
| CTMX | CYTOMX THERAPEUTICS INC. 看涨期权 | $94.00万 | 0.20% | 200,000 | 200,000 | — | $94.00万 | 新建仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $94.00万 | 0.20% | 200,000 | 75,000 | 60.0% | $35.25万 | 重新持有 |
| DCTH | DELCATH SYS INC 看涨期权 | $92.80万 | 0.20% | 100,000 | 100,000 | — | $92.80万 | 新建仓 |
| ARDX | ARDELYX INC 看涨期权 | $89.85万 | 0.19% | 150,000 | 150,000 | — | $89.85万 | 新建仓 |
| — | PMV PHARMACEUTICALS INC | $87.80万 | 0.19% | 708,102 | -442,657 | -38.5% | -$54.89万 | 减仓 |
| BIOA | BIOAGE LABS INC | $87.45万 | 0.19% | 50,000 | 5,000 | 11.1% | $8.74万 | 加仓 |
| — | CONNECT BIOPHARMA HLDGS LTD | $81.22万 | 0.17% | 310,000 | 310,000 | — | $81.22万 | 新建仓 |
| — | HERON THERAPEUTICS INC 看涨期权 | $80.01万 | 0.17% | 1,000,000 | 1,000,000 | — | $80.01万 | 新建仓 |
| — | MAXCYTE INC | $70.58万 | 0.15% | 1,004,673 | 535,655 | 114.2% | $37.63万 | 加仓 |
| CDXS | CODEXIS INC | $68.13万 | 0.15% | 417,994 | 161,888 | 63.2% | $26.39万 | 加仓 |
| — | BOUNDLESS BIO INC | $65.75万 | 0.14% | 597,682 | -112,389 | -15.8% | -$12.36万 | 减仓 |
| — | CYBIN INC | $64.35万 | 0.14% | 134,060 | -205,842 | -60.6% | -$98.80万 | 减仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $62.97万 | 0.13% | 269,100 | -194,600 | -42.0% | -$45.54万 | 减仓 |
| — | PASITHEA THERAPEUTICS CORP | $61.67万 | 0.13% | 831,301 | 556,239 | 202.2% | $41.26万 | 加仓 |
| — | SATELLOS BIOSCIENCE INC | $56.30万 | 0.12% | 100,000 | 100,000 | — | $56.30万 | 新建仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $55.56万 | 0.12% | 50,010 | 50,010 | — | $55.56万 | 新建仓 |
| OKUR | ONKURE THERAPEUTICS INC | $54.89万 | 0.12% | 132,578 | 132,578 | — | $54.89万 | 新建仓 |
| — | XILIO THERAPEUTICS INC | $53.96万 | 0.12% | 64,162 | 64,162 | — | $53.96万 | 新建仓 |
| — | VERRICA PHARMACEUTICALS INC | $52.76万 | 0.11% | 99,735 | -253,934 | -71.8% | -$134.33万 | 减仓 |
| CADL | CANDEL THERAPEUTICS INC | $50.23万 | 0.11% | 102,500 | 102,500 | — | $50.23万 | 新建仓 |
| ABEO | ABEONA THERAPEUTICS INC 看涨期权 | $44.80万 | 0.10% | 100,000 | -100,000 | -50.0% | -$44.80万 | 减仓 |
| — | PRECISION OPTICS CORP INC MA | $43.90万 | 0.09% | 100,000 | 100,000 | — | $43.90万 | 新建仓 |
| — | QUOIN PHARMACEUTICALS LTD | $35.28万 | 0.08% | 53,460 | -24,729 | -31.6% | -$16.32万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $34.07万 | 0.07% | 6,000 | -4,585 | -43.3% | -$26.03万 | 重新持有 |
| UPB | UPSTREAM BIO INC | $31.50万 | 0.07% | 35,000 | 35,000 | — | $31.50万 | 新建仓 |
| IRD | OPUS GENETICS INC | $31.25万 | 0.07% | 68,688 | 68,688 | — | $31.25万 | 新建仓 |
| ARVN | ARVINAS INC | $29.15万 | 0.06% | 27,500 | 27,500 | — | $29.15万 | 新建仓 |
| — | PLIANT THERAPEUTICS INC | $28.31万 | 0.06% | 224,650 | -5,400 | -2.3% | -$6,804 | 减仓 |
| JANX | JANUX THERAPEUTICS INC | $27.80万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| OABI | OMNIAB INC | $25.76万 | 0.05% | 164,045 | -536,955 | -76.6% | -$84.30万 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $23.22万 | 0.05% | 40,030 | 40,030 | — | $23.22万 | 新建仓 |
| — | COMPUGEN LTD | $22.22万 | 0.05% | 104,300 | -201,100 | -65.8% | -$42.83万 | 减仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $19.50万 | 0.04% | 100,000 | 100,000 | — | $19.50万 | 新建仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $19.15万 | 0.04% | 50,000 | 50,000 | — | $19.15万 | 新建仓 |
| SIBN | SI BONE INC | $18.90万 | 0.04% | 14,964 | 14,964 | — | $18.90万 | 新建仓 |
| — | EDESA BIOTECH INC | $15.69万 | 0.03% | 30,000 | -657,500 | -95.6% | -$343.87万 | 减仓 |
| — | CNS PHARMACEUTICALS INC | $14.58万 | 0.03% | 61,000 | 12,173 | 24.9% | $2.91万 | 加仓 |
| — | PROCESSA PHARMACEUTICALS INC | $13.89万 | 0.03% | 55,000 | 42,677 | 346.3% | $10.78万 | 加仓 |
| CABA | CABALETTA BIO INC | $13.45万 | 0.03% | 50,000 | -121,100 | -70.8% | -$32.58万 | 减仓 |
| — | KALARIS THERAPEUTICS INC | $11.77万 | 0.03% | 20,400 | 20,400 | — | $11.77万 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $10.78万 | 0.02% | 35,000 | -858,100 | -96.1% | -$264.29万 | 减仓 |
| OVID | OVID THERAPEUTICS INC | $8.88万 | 0.02% | 40,000 | -62,367 | -60.9% | -$13.85万 | 减仓 |
| — | EVAXION AS | $7.33万 | 0.02% | 19,713 | -287 | -1.4% | -$1,068 | 减仓 |
| MNKD | MANNKIND CORP | $3.99万 | 0.01% | 16,300 | -70,059 | -81.1% | -$17.16万 | 减仓 |
| — | BIOATLA INC | $1.05万 | 0.00% | 65,387 | 65,387 | — | $1.05万 | 新建仓 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$358.80万 | 清仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$267.10万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$262.20万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NKTR | NEKTAR THERAPEUTICS 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$211.40万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -200,000 | -100.0% | -$186.40万 | 清仓 |
| — | SPRUCE BIOSCIENCES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ENTA | ENANTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$157.70万 | 清仓 |
| — | MILESTONE PHARMACEUTICALS IN | $0 | 0.00% | 0 | -662,666 | -100.0% | -$133.86万 | 清仓 |
| GERN | GERON CORP | $0 | 0.00% | 0 | -805,800 | -100.0% | -$106.37万 | 清仓 |
| — | KEZAR LIFE SCIENCES INC | $0 | 0.00% | 0 | -156,179 | -100.0% | -$98.24万 | 清仓 |
| — | SEMLER SCIENTIFIC INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$76.45万 | 清仓 |
| — | GOSSAMER BIO INC | $0 | 0.00% | 0 | -204,770 | -100.0% | -$63.48万 | 清仓 |
| FENC | FENNEC PHARMACEUTICALS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$38.50万 | 清仓 |
| DCTH | DELCATH SYS INC | $0 | 0.00% | 0 | -27,232 | -100.0% | -$27.50万 | 清仓 |
| — | KIORA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -131,144 | -100.0% | -$25.84万 | 清仓 |
| — | TENAYA THERAPEUTICS INC | $0 | 0.00% | 0 | -352,001 | -100.0% | -$25.04万 | 清仓 |