Exodus Point Capital Management, LP Biotechnology

Exodus Point Capital Management, LP

$10.1 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PHAT Phathom Pharmaceuticals, Inc.	$307M	$497,000 0.0% of portfolio	79,311	Q1 2025 New
MRNA Moderna, Inc.	$12.1B	$475,000 0.0% of portfolio	16,771	Q1 2025 Reduced 80.94%
BCRX Biocryst Pharmaceuticals Inc	$1.58B	$457,000 0.0% of portfolio	60,933	Q1 2025 New
AUPH Aurinia Pharmaceuticals Inc.	$1.22B	$454,000 0.0% of portfolio	56,500	Q1 2025 Added 5.61%
GLUE Monte Rosa Therapeutics, Inc.	$272M	$447,000 0.0% of portfolio	96,345	Q1 2025 New
RGNX Regenxbio Inc.	$367M	$444,000 0.0% of portfolio	62,052	Q1 2025 Reduced 41.28%
ARVN Arvinas, Inc.	$400M	$443,000 0.0% of portfolio	63,052	Q1 2025 New
AIKI A Ikido Pharma Inc.	$20.8M	$440,000 0.0% of portfolio	110,000	Q1 2025 New
ITOS I Teos Therapeutics, Inc.	$360M	$384,000 0.0% of portfolio	64,368	Q1 2025 Reduced 27.01%
RVMD Revolution Medicines, Inc.	$3.37B	$366,000 0.0% of portfolio	10,351	Q1 2025 Reduced 91.61%
VNDA Vanda Pharmaceuticals Inc.	$264M	$363,000 0.0% of portfolio	79,160	Q1 2025 Added 151.25%
ANNX Annexon, Inc.	$118M	$354,000 0.0% of portfolio	183,287	Q1 2025 Added 119.67%
IMTX Immatics N.V.	$446M	$340,000 0.0% of portfolio	75,298	Q1 2025 Added 21.3%
KMPH Kempharm, Inc	$170M	$314,000 0.0% of portfolio	41,932	Q1 2025 New
AGIO Agios Pharmaceuticals, Inc.	$2.19B	$309,000 0.0% of portfolio	10,553	Q1 2025 New
RARE Ultragenyx Pharmaceutical Inc.	$1.85B	$289,000 0.0% of portfolio	7,991	Q1 2025 Reduced 90.82%
TYRA Tyra Biosciences, Inc.	$445M	$281,000 0.0% of portfolio	30,235	Q1 2025 New
ABUS Arbutus Biopharma Corp	$471M	$277,000 0.0% of portfolio	79,500	Q1 2025 New
CGEM Cullinan Oncology, Inc.	$343M	$266,000 0.0% of portfolio	35,200	Q1 2025 Added 49.79%
HUMA Humacyte, Inc.	$237M	$259,000 0.0% of portfolio	151,854	Q1 2025 New
TBPH Theravance Biopharma, Inc.	$758M	$254,000 0.0% of portfolio	28,437	Q1 2025 New
NRIX Nurix Therapeutics, Inc.	$530M	$228,000 0.0% of portfolio	19,168	Q1 2025 Reduced 77.62%
ETON Eton Pharmaceuticals, Inc.	$360M	$222,000 0.0% of portfolio	17,102	Q1 2025 New
AMLX Amylyx Pharmaceuticals, Inc.	$369M	$211,000 0.0% of portfolio	59,491	Q1 2025 Reduced 44.0%
ALT Altimmune, Inc.	$199M	$205,000 0.0% of portfolio	40,927	Q1 2025 New
ATXS Astria Therapeutics, Inc.	$92.3M	$197,000 0.0% of portfolio	36,906	Q1 2025 New
KROS Keros Therapeutics, Inc.	$355M	$193,000 0.0% of portfolio	18,976	Q1 2025 New
DAWN Day One Biopharmaceuticals, Inc.	$470M	$188,000 0.0% of portfolio	23,737	Q1 2025 Reduced 88.97%
AVXL Anavex Life Sciences Corp.	$870M	$172,000 0.0% of portfolio	20,000	Q1 2025 New
LIFE A Tyr Pharma Inc	$53.2M	$146,000 0.0% of portfolio	48,227	Q1 2025 Added 187.3%
CVAC Cure Vac N.V.	$1.01B	$137,000 0.0% of portfolio	49,554	Q1 2025 New
ABEO Abeona Therapeutics Inc.	$40.7M	$116,000 0.0% of portfolio	24,409	Q1 2025 New
GOSS Gossamer Bio, Inc.	$164M	$116,000 0.0% of portfolio	105,056	Q1 2025 New
HRTX Heron Therapeutics, Inc.	$228M	$85,000 0.0% of portfolio	38,699	Q1 2025 New
ELDN Eledon Pharmaceuticals, Inc.	$51.6M	$74,000 0.0% of portfolio	21,733	Q1 2025 New
SVRA Savara Inc	$261M	$62,000 0.0% of portfolio	22,376	Q1 2025 New
RZLT Rezolute, Inc.	$209M	$53,000 0.0% of portfolio	18,246	Q1 2025 Reduced 67.75%
DMAC Dia Medica Therapeutics Inc.	$120M	$51,000 0.0% of portfolio	13,343	Q1 2025 New

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