Balyasny Asset Management LLC Biotechnology

Balyasny Asset Management LLC

$61.9 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BCRX Biocryst Pharmaceuticals Inc	$1.41B	$2.26 Million 0.0% of portfolio	252,414	Q2 2025 Reduced 56.94%
GERN Geron Corp	$495M	$2.19 Million 0.0% of portfolio	1,554,849	Q2 2025 Reduced 55.7%
XENE Xenon Pharmaceuticals Inc.	$2.5B	$2.16 Million 0.0% of portfolio	68,869	Q2 2025 Reduced 74.22%
OCUL Ocular Therapeutix, Inc	$964M	$2.03 Million 0.0% of portfolio	218,293	Q2 2025 Added 187.72%
HLVX Hille Vax, Inc.	$69.9M	$1.94 Million 0.0% of portfolio	976,297	Q2 2025 Reduced 2.64%
ARVN Arvinas, Inc.	$453M	$1.56 Million 0.0% of portfolio	212,142	Q2 2025 Reduced 40.08%
RCUS Arcus Biosciences, Inc.	$981M	$1.33 Million 0.0% of portfolio	162,812	Q2 2025 New
MNKD Mannkind Corp	$1.39B	$1.26 Million 0.0% of portfolio	336,172	Q2 2025 Reduced 46.59%
SNDX Syndax Pharmaceuticals Inc	$880M	$1.18 Million 0.0% of portfolio	126,145	Q2 2025 Reduced 93.06%
ZNTL Zentalis Pharmaceuticals, Inc.	$84.9M	$1.13 Million 0.0% of portfolio	970,862	Q2 2025 New
ZLAB Zai Lab LTD	$3.32B	$1.08 Million 0.0% of portfolio	30,771	Q2 2025 Reduced 89.61%
IMNM Immunome Inc.	$141M	$1.02 Million 0.0% of portfolio	109,754	Q2 2025 New
LQDA Liquidia Corp	$1.48B	$927,000 0.0% of portfolio	74,401	Q2 2025 Reduced 38.19%
MGTX Meira G Tx Holdings PLC	$371M	$918,000 0.0% of portfolio	140,903	Q2 2025 New
VCEL Vericel Corp	$1.5B	$878,000 0.0% of portfolio	20,645	Q2 2025 New
KURA Kura Oncology, Inc.	$600M	$782,000 0.0% of portfolio	135,647	Q2 2025 New
CRMD Cor Medix Inc.	$493M	$713,000 0.0% of portfolio	57,880	Q2 2025 New
VERV Verve Therapeutics, Inc.	$667M	$640,000 0.0% of portfolio	57,032	Q2 2025 Reduced 90.57%
IDYA Ideaya Biosciences, Inc.	$1.31B	$464,000 0.0% of portfolio	22,117	Q2 2025 Reduced 89.85%
INCY Incyte Corp	$18.9B	$361,000 0.0% of portfolio	5,314	Q4 2024 Reduced 66.29%
EXEL Exelixis, Inc.	$13.3B	$357,000 0.0% of portfolio	8,117	Q2 2025 Reduced 35.13%
MDXG Mimedx Group, Inc.	$787M	$337,000 0.0% of portfolio	55,181	Q2 2025 Reduced 45.9%
RCKT Rocket Pharmaceuticals, Inc.	$248M	$322,000 0.0% of portfolio	131,806	Q2 2025 Reduced 62.66%
NUVB Nuvation Bio Inc.	$700M	$257,000 0.0% of portfolio	132,296	Q2 2025 New
JANX Janux Therapeutics, Inc.	$987M	$232,000 0.0% of portfolio	10,054	Q2 2025 New
INZY Inozyme Pharma, Inc.	$161M	$156,000 0.0% of portfolio	39,003	Q2 2025 New
XLO Xilio Therapeutics, Inc.	$23.4M	$135,000 0.0% of portfolio	198,859	Q2 2025 Reduced 21.82%
PHAT Phathom Pharmaceuticals, Inc.	$448M	$126,000 0.0% of portfolio	13,182	Q2 2025 Reduced 71.24%
ABCL Ab Cellera Biologics Inc.	$1.43B	$119,000 0.0% of portfolio	34,912	Q2 2025 Reduced 56.94%
AKBA Akebia Therapeutics, Inc.	$496M	$33,000 0.0% of portfolio	9,154	Q2 2025 Reduced 99.27%
ERAS Erasca, Inc.	$258M	$16,000 0.0% of portfolio	13,052	Q2 2025 New
PROK Prokidney Corp Ord Shs Cl A(Cy	$153M	$8,000 0.0% of portfolio	14,683	Q2 2025 New
ELEV Elevation Oncology, Inc.	$8.39M	$4,000 0.0% of portfolio	12,320	Q2 2025 New
SBTX Silverback Therapeutics, Inc.	$0	$0 0.0% of portfolio	329,073	Q2 2025 Added 92.3%

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