Opaleye Management Inc.
Net buyer this quarter
$1.1B
58
+$61.4M
64.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LQDA | $195M | 17.67% | 2.75% | -3.8% | Q1 2019 |
 ETON | $104M | 9.38% | 10.11% | Not reported | Q4 2018 |
 HROW | $102M | 9.23% | 6.40% | -15.3% | Q2 2020 |
 IRON | $62.5M | 5.66% | 2.23% | +103.1% | Q1 2025 |
 URGN | $53M | 4.80% | 2.95% | +0.7% | Q2 2022 |
| APGE | $51.8M | 4.69% | 0.52% | Not reported | Q3 2025 |
 MGTX | $48M | 4.34% | 3.77% | +67.2% | Q3 2022 |
 SLGL | $37.1M | 3.36% | 17.95% | Not reported | Q3 2025 |
 RZLT | $32.8M | 2.97% | 6.54% | Not reported | Q3 2024 |
 TGTX | $29.4M | 2.66% | 0.35% | Not reported | Q3 2015 |
 IMMX | $24.2M | 2.19% | 3.28% | New | Q2 2026 |
 CBIO | $23.7M | 2.15% | 4.75% | +0.5% | Q4 2025 |
 STOK | $22.9M | 2.07% | 1.12% | Not reported | Q4 2024 |
 ACOG | $20.9M | 1.89% | 13.30% | +13.0% | Q3 2025 |
 EWTX | $20.3M | 1.84% | 0.46% | Not reported | Q1 2022 |
 RVMD | $18.7M | 1.70% | 0.05% | Not reported | Q2 2025 |
 GLUE | $18M | 1.63% | 0.87% | New | Q2 2026 |
 ALMS | $15.5M | 1.40% | Not reported | Not reported | Q2 2025 |
 CDXS | $15.3M | 1.39% | 7.42% | Not reported | Q1 2014 |
 REPL | $15.3M | 1.39% | 1.65% | New | Q2 2026 |
| XOMA | $14.4M | 1.30% | 2.70% | +12.8% | Q2 2015 |
 MBX | $14.4M | 1.30% | 0.54% | Not reported | Q1 2025 |
 RYTM | $13.6M | 1.23% | 0.18% | -0.4% | Q4 2017 |
 EDIT | $12.5M | 1.13% | 3.95% | +100.4% | Q1 2026 |
 PTGX | $12.3M | 1.11% | 0.15% | Not reported | Q4 2020 |
 CABA | $12M | 1.09% | 2.37% | +180.0% | Q3 2025 |
 QTTB | $11.9M | 1.07% | 3.92% | -25.9% | Q4 2025 |
 ANNX | $9.79M | 0.89% | 1.15% | -26.5% | Q3 2025 |
 VSTM | $6.88M | 0.62% | 1.99% | Not reported | Q1 2020 |
 ZNTL | $6.85M | 0.62% | 1.97% | Not reported | Q1 2024 |
 RLMD | $6.47M | 0.59% | 0.88% | Not reported | Q3 2023 |
 OCUL | $5.89M | 0.53% | 0.27% | Not reported | Q2 2016 |
 TRVI | $5.78M | 0.52% | 0.22% | -10.2% | Q1 2023 |
 BBOT | $5.33M | 0.48% | 0.87% | +1213.8% | Q1 2026 |
 LYEL | $4.83M | 0.44% | 1.47% | +334.9% | Q1 2024 |
 IRD | $4.62M | 0.42% | 1.36% | +0.5% | Q1 2025 |
 FDMT | $4.45M | 0.40% | 0.61% | +197.8% | Q4 2021 |
 NTLA | $4.23M | 0.38% | 0.18% | +2.0% | Q2 2023 |
 VYGR | $4.15M | 0.38% | 1.93% | +3.0% | Q4 2025 |
 BDSX | $4.06M | 0.37% | 1.71% | -24.4% | Q3 2023 |
 RCKT | $3.42M | 0.31% | 0.91% | +4.7% | Q4 2025 |
 JBIO | $3.22M | 0.29% | 0.23% | -66.1% | Q4 2025 |
 SNWV | $3.06M | 0.28% | 3.56% | -68.8% | Q1 2025 |
 FBIO | $2.72M | 0.25% | 2.67% | -14.6% | Q1 2018 |
 DERM | $2.48M | 0.22% | 3.03% | -63.5% | Q1 2022 |
 PHAT | $2.01M | 0.18% | 0.23% | Not reported | Q1 2023 |
 INBX | $1.92M | 0.17% | 0.14% | Not reported | Q2 2022 |
 ENTA | $1.82M | 0.17% | 0.43% | Not reported | Q4 2016 |
 COAG | $1.75M | 0.16% | 0.10% | New | Q2 2026 |
 TRAX | $1.31M | 0.12% | 0.18% | New | Q2 2026 |
| Q1 2026 | |||||
| HROW | $99.9M | 13.15% | 7.60% | -27.5% | Q2 2020 |
| LQDA | $88.8M | 11.70% | 2.88% | +4.5% | Q1 2019 |
| ETON | $70.6M | 9.30% | 10.45% | Not reported | Q4 2018 |
| SLGL | $39.6M | 5.22% | 17.95% | +10.2% | Q3 2025 |
| RYTM | $35.3M | 4.65% | 0.18% | -62.7% | Q4 2017 |
| APGE | $32.8M | 4.32% | 0.52% | +0.5% | Q3 2025 |
| IRON | $26.9M | 3.55% | 1.10% | +110.5% | Q1 2025 |
| URGN | $25.7M | 3.39% | 2.94% | +432.7% | Q2 2022 |
| CBIO | $24.1M | 3.18% | 4.76% | +11.4% | Q4 2025 |
| STOK | $22.8M | 3.00% | 1.12% | +0.7% | Q4 2024 |
 CATX | $19.5M | 2.57% | 4.10% | +294.7% | Q4 2025 |
| RZLT | $19.2M | 2.53% | 6.54% | +0.2% | Q3 2024 |
| MGTX | $18.4M | 2.42% | 2.61% | +443.3% | Q3 2022 |
| TGTX | $17.8M | 2.34% | 0.35% | Not reported | Q3 2015 |
| SNWV | $17M | 2.23% | 11.42% | Not reported | Q1 2025 |
| EWTX | $15.8M | 2.07% | 0.47% | Not reported | Q1 2022 |
| ACOG | $14.1M | 1.85% | 11.77% | +23.7% | Q3 2025 |
| ANNX | $12.9M | 1.70% | 1.56% | -10.3% | Q3 2025 |
| ALMS | $12.1M | 1.60% | Not reported | +2.8% | Q2 2025 |
| CDXS | $11.1M | 1.46% | 7.46% | -0.1% | Q1 2014 |
| PTGX | $10.5M | 1.39% | 0.16% | -4.8% | Q4 2020 |
| RVMD | $9.73M | 1.28% | 0.05% | Not reported | Q2 2025 |
| XOMA | $9.41M | 1.24% | 2.52% | +2.5% | Q2 2015 |
| QTTB | $8.06M | 1.06% | 8.59% | +488.8% | Q4 2025 |
| MBX | $7.76M | 1.02% | 0.55% | Not reported | Q1 2025 |
| RLMD | $6.51M | 0.86% | 0.89% | Not reported | Q3 2023 |
 CGON | $6.42M | 0.85% | 0.11% | -76.9% | Q1 2025 |
| JBIO | $6.01M | 0.79% | 0.87% | Not reported | Q4 2025 |
| OCUL | $5.08M | 0.67% | 0.27% | -62.4% | Q2 2016 |
| ASRT | $5.06M | 0.67% | 4.12% | -6.8% | Q4 2018 |
| EDIT | $4.76M | 0.63% | 1.97% | New | Q1 2026 |
 STRO | $4.75M | 0.63% | 1.15% | Not reported | Q3 2020 |
| DERM | $4.5M | 0.59% | 8.31% | -1.5% | Q1 2022 |
| VYGR | $4.44M | 0.58% | 1.91% | -3.9% | Q4 2025 |
| TRVI | $4.12M | 0.54% | 0.27% | Not reported | Q1 2023 |
 TECX | $3.8M | 0.50% | 0.65% | -42.7% | Q4 2025 |
| CABA | $3.71M | 0.49% | 1.24% | +53.3% | Q3 2025 |
| BDSX | $3.45M | 0.45% | 2.36% | Not reported | Q3 2023 |
| RCKT | $3.42M | 0.45% | 0.88% | Not reported | Q4 2025 |
| ZNTL | $3.31M | 0.44% | 1.99% | +0.8% | Q1 2024 |
| NTLA | $3.14M | 0.41% | 0.20% | Not reported | Q2 2023 |
| FBIO | $2.91M | 0.38% | 3.14% | -4.4% | Q1 2018 |
| IRD | $2.25M | 0.30% | 1.57% | Not reported | Q1 2025 |
 RIGL | $1.89M | 0.25% | 0.38% | Not reported | Q3 2025 |
 AVIR | $1.74M | 0.23% | 0.40% | +79.4% | Q4 2025 |
| LYEL | $1.59M | 0.21% | 0.34% | Not reported | Q1 2024 |
| ENTA | $1.58M | 0.21% | 0.43% | +66.7% | Q4 2016 |
 NXTC | $1.51M | 0.20% | 3.91% | Not reported | Q3 2019 |
| FDMT | $1.05M | 0.14% | 0.21% | Not reported | Q4 2021 |
 PLX | $738K | 0.10% | 0.42% | -86.3% | Q4 2017 |
| Q4 2025 | |||||
| HROW | $191M | 25.25% | 10.49% | Not reported | Q2 2020 |
| LQDA | $85M | 11.21% | 2.79% | -6.9% | Q1 2019 |
| ETON | $48.4M | 6.38% | 10.57% | Not reported | Q4 2018 |
| RYTM | $35.3M | 4.66% | 0.49% | -28.5% | Q4 2017 |
| APGE | $29.3M | 3.87% | 0.57% | +6.9% | Q3 2025 |
| SNWV | $29.3M | 3.86% | 11.42% | +0.1% | Q1 2025 |
| STOK | $22.1M | 2.91% | 1.18% | +1.9% | Q4 2024 |
| OCUL | $19.4M | 2.55% | 0.74% | Not reported | Q2 2016 |
| SLGL | $19.1M | 2.52% | 16.29% | +121.5% | Q3 2025 |
| CGON | $17M | 2.25% | 0.51% | Not reported | Q1 2025 |
| TGTX | $15.9M | 2.10% | 0.34% | Not reported | Q3 2015 |
| IRON | $15.9M | 2.10% | 0.53% | +3.2% | Q1 2025 |
| RZLT | $14.8M | 1.96% | 6.58% | +595.9% | Q3 2024 |
| CBIO | $14M | 1.84% | 4.28% | New | Q4 2025 |
 ALKS | $13.7M | 1.81% | 0.30% | +8.9% | Q3 2025 |
| ACOG | $13.5M | 1.78% | 9.52% | +1698.5% | Q3 2025 |
| ANNX | $13.1M | 1.72% | 1.74% | Not reported | Q3 2025 |
| EWTX | $12.4M | 1.64% | 0.47% | Not reported | Q1 2022 |
| CDXS | $11.1M | 1.46% | 7.50% | -46.9% | Q1 2014 |
| PTGX | $9.17M | 1.21% | 0.17% | Not reported | Q4 2020 |
 GOSS | $8.43M | 1.11% | 1.16% | -0.2% | Q2 2023 |
| MBX | $8.2M | 1.08% | 0.58% | +2.8% | Q1 2025 |
| RVMD | $7.97M | 1.05% | 0.05% | Not reported | Q2 2025 |
| XOMA | $7.78M | 1.03% | 2.47% | +14.7% | Q2 2015 |
| DERM | $7.52M | 0.99% | 8.44% | +0.4% | Q1 2022 |
 KPTI | $6.84M | 0.90% | 5.08% | Not reported | Q2 2014 |
| JBIO | $6.6M | 0.87% | 0.87% | New | Q4 2025 |
| URGN | $6.29M | 0.83% | 0.56% | Not reported | Q2 2022 |
| ALMS | $5.22M | 0.69% | Not reported | -19.6% | Q2 2025 |
| CATX | $4.99M | 0.66% | 1.59% | New | Q4 2025 |
| VYGR | $4.7M | 0.62% | 2.03% | New | Q4 2025 |
| RLMD | $4.52M | 0.60% | 1.28% | Not reported | Q3 2023 |
| TECX | $4.48M | 0.59% | 1.15% | New | Q4 2025 |
| PLX | $4.46M | 0.59% | 3.08% | -4.0% | Q4 2017 |
| TRVI | $4.32M | 0.57% | 0.27% | -11.5% | Q1 2023 |
| FBIO | $3.99M | 0.53% | 3.48% | Not reported | Q1 2018 |
| RCKT | $3.35M | 0.44% | 0.88% | New | Q4 2025 |
| MGTX | $3.11M | 0.41% | 0.48% | Not reported | Q3 2022 |
| RIGL | $3M | 0.40% | 0.38% | +85.3% | Q3 2025 |
 ZYME | $2.87M | 0.38% | 0.15% | +8.9% | Q4 2018 |
| ASRT | $2.58M | 0.34% | 4.44% | Not reported | Q4 2018 |
| VTYX | $2.27M | 0.30% | 0.35% | Not reported | Q4 2023 |
| IRD | $2.25M | 0.30% | 1.60% | +1.8% | Q1 2025 |
| STRO | $2.21M | 0.29% | 2.22% | Not reported | Q3 2020 |
| CABA | $1.97M | 0.26% | 0.90% | +11.3% | Q3 2025 |
| ZNTL | $1.89M | 0.25% | 2.03% | +342.6% | Q1 2024 |
| GBIO | $1.76M | 0.23% | 4.60% | New | Q4 2025 |
 BBIO | $1.4M | 0.18% | 0.01% | Not reported | Q1 2021 |
| ENTA | $1.18M | 0.16% | 0.26% | Not reported | Q4 2016 |
| QTTB | $708K | 0.09% | 1.66% | New | Q4 2025 |
| Q3 2025 | |||||
| HROW | $188M | 26.60% | 10.54% | Not reported | Q2 2020 |
| ETON | $62.1M | 8.79% | 10.66% | Not reported | Q4 2018 |
| LQDA | $59.5M | 8.41% | 3.01% | +5.7% | Q1 2019 |
| RYTM | $46.6M | 6.59% | 0.69% | -2.8% | Q4 2017 |
 IMNM | $37.3M | 5.27% | 3.47% | -9.8% | Q2 2024 |
| SNWV | $36.7M | 5.19% | 11.43% | Not reported | Q1 2025 |
| CDXS | $31.2M | 4.41% | 14.17% | +1.6% | Q1 2014 |
| TGTX | $19.3M | 2.73% | 0.34% | Not reported | Q3 2015 |
| OCUL | $18.6M | 2.64% | 0.91% | Not reported | Q2 2016 |
| CGON | $16.5M | 2.33% | 0.52% | +54.1% | Q1 2025 |
| STOK | $16M | 2.27% | 1.24% | +21.3% | Q4 2024 |
| APGE | $14.4M | 2.04% | 0.61% | New | Q3 2025 |
| ALKS | $13.5M | 1.91% | 0.27% | New | Q3 2025 |
| IRON | $12.8M | 1.81% | 0.55% | +4.0% | Q1 2025 |
 SRPT | $11.3M | 1.59% | 0.56% | +17.0% | Q2 2025 |
 LRMR | $10.6M | 1.49% | 4.35% | -9.5% | Q2 2021 |
| XOMA | $9.83M | 1.39% | 2.07% | Not reported | Q2 2015 |
| RZLT | $8.49M | 1.20% | 0.99% | Not reported | Q3 2024 |
 ARVN | $8.42M | 1.19% | 1.40% | -41.2% | Q2 2019 |
| EWTX | $8.11M | 1.15% | 0.47% | +2.0% | Q1 2022 |
| ANNX | $7.93M | 1.12% | 2.38% | New | Q3 2025 |
| GOSS | $7.17M | 1.01% | 1.18% | -23.1% | Q2 2023 |
| PTGX | $6.98M | 0.99% | 0.17% | Not reported | Q4 2020 |
| DERM | $6.91M | 0.98% | 8.40% | +922.2% | Q1 2022 |
| SLGL | $5.97M | 0.84% | 7.35% | New | Q3 2025 |
| PLX | $5.73M | 0.81% | 3.24% | Not reported | Q4 2017 |
 TMCI | $4.71M | 0.67% | 1.11% | New | Q3 2025 |
| RVMD | $4.67M | 0.66% | 0.05% | -4.8% | Q2 2025 |
| MBX | $4.43M | 0.63% | 0.57% | +5.7% | Q1 2025 |
| TRVI | $3.57M | 0.50% | 0.30% | Not reported | Q1 2023 |
 ADCT | $2.73M | 0.39% | 0.61% | New | Q3 2025 |
| ALMS | $2.65M | 0.38% | Not reported | -14.2% | Q2 2025 |
| CABA | $1.89M | 0.27% | 0.84% | New | Q3 2025 |
| IRD | $1.82M | 0.26% | 1.70% | -9.8% | Q1 2025 |
| ZYME | $1.71M | 0.24% | 0.13% | -52.4% | Q4 2018 |
 SYRE | $1.09M | 0.15% | 0.11% | New | Q3 2025 |
| RIGL | $1.07M | 0.15% | 0.21% | New | Q3 2025 |
| ACOG | $750K | 0.11% | 0.71% | New | Q3 2025 |
| ZNTL | $478K | 0.07% | 0.44% | -83.6% | Q1 2024 |
 PEPG | $347K | 0.05% | 0.23% | -68.8% | Q3 2024 |
 IBIO | $310K | 0.04% | 1.85% | Not reported | Q1 2024 |
 ADGM | $215K | 0.03% | 0.72% | Not reported | Q3 2024 |