Rosalind Advisors, Inc.
Net seller this quarter
$269M
29
-$17.7M
74.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DCTH | $41.6M | 15.44% | 9.53% | Not reported | Q4 2023 |
 FENC | $34.3M | 12.73% | 9.10% | +9.6% | Q4 2024 |
 XERS | $23M | 8.56% | 1.68% | -10.0% | Q4 2023 |
 SVRA | $19.6M | 7.27% | 1.55% | -0.8% | Q4 2024 |
 VSTM | $15.2M | 5.66% | 4.41% | +86.4% | Q4 2024 |
 XFOR | $15M | 5.58% | 3.34% | Not reported | Q3 2025 |
 EYPT | $14.1M | 5.25% | 1.16% | -4.7% | Q3 2025 |
 HELP | $12.9M | 4.80% | 3.79% | +27.7% | Q4 2024 |
 VOR | $11.9M | 4.44% | 1.19% | -7.3% | Q3 2024 |
 PCVX | $11.6M | 4.32% | 0.14% | -31.0% | Q1 2026 |
 MDWD | $11M | 4.09% | 5.84% | Not reported | Q4 2023 |
 CLDX | $7.44M | 2.76% | 0.25% | -39.4% | Q1 2026 |
 BCRX | $7.22M | 2.68% | 0.28% | -21.8% | Q1 2026 |
 PROF | $5.51M | 2.05% | 2.27% | Not reported | Q4 2023 |
 TLPH | $5.32M | 1.98% | 9.96% | +54.1% | Q4 2023 |
 AVIR | $4.98M | 1.85% | 1.33% | -8.6% | Q1 2026 |
 MYO | $3.78M | 1.41% | 9.20% | -5.4% | Q4 2023 |
 OVID | $2.98M | 1.11% | 0.60% | Not reported | Q2 2025 |
 NRXS | $2.97M | 1.10% | 4.07% | +77.6% | Q4 2025 |
 ABVX | $2.78M | 1.03% | 0.03% | Not reported | Q1 2024 |
 NSPR | $2.73M | 1.02% | 8.32% | Not reported | Q4 2023 |
 RGNT | $2.48M | 0.92% | 13.55% | +179.0% | Q4 2025 |
 PYPD | $1.98M | 0.73% | 2.14% | -34.9% | Q1 2024 |
 BFRI | $1.21M | 0.45% | 8.98% | +9.6% | Q1 2024 |
 KURA | $1.1M | 0.41% | 0.11% | Not reported | Q1 2025 |
 SPRB | $1.08M | 0.40% | 0.73% | Not reported | Q4 2023 |
 AQST | $1.04M | 0.39% | 0.20% | Not reported | Q1 2026 |
 OKUR | $684K | 0.25% | 0.37% | -66.2% | Q4 2025 |
 PEPG | $630K | 0.23% | 0.51% | New | Q2 2026 |
| Q1 2026 | |||||
| DCTH | $30.6M | 12.31% | 9.58% | Not reported | Q4 2023 |
| XERS | $18.7M | 7.53% | 1.87% | +53.0% | Q4 2023 |
| FENC | $17.9M | 7.19% | 8.42% | +11.3% | Q4 2024 |
| SVRA | $17.5M | 7.03% | 1.56% | -5.9% | Q4 2024 |
| PCVX | $16.9M | 6.77% | 0.20% | New | Q1 2026 |
| EYPT | $13.4M | 5.37% | 1.24% | +50.3% | Q3 2025 |
| XFOR | $13.3M | 5.33% | 3.41% | +23.4% | Q3 2025 |
| VOR | $12.5M | 5.02% | 1.29% | Not reported | Q3 2024 |
| MDWD | $12.1M | 4.85% | 5.84% | Not reported | Q4 2023 |
| VSTM | $11.3M | 4.55% | 2.43% | +19.6% | Q4 2024 |
| CLDX | $10.5M | 4.21% | 0.50% | New | Q1 2026 |
| BCRX | $8.79M | 3.53% | 0.36% | New | Q1 2026 |
| HELP | $7.35M | 2.95% | 2.97% | -7.6% | Q4 2024 |
 CGON | $6.77M | 2.72% | 0.11% | -66.7% | Q2 2025 |
| NSPR | $6.37M | 2.56% | 8.34% | Not reported | Q4 2023 |
| AVIR | $6.3M | 2.53% | 1.46% | New | Q1 2026 |
| PROF | $5.37M | 2.16% | 2.28% | -22.5% | Q4 2023 |
 VRDN | $4.9M | 1.97% | 0.24% | -44.4% | Q4 2023 |
| PYPD | $2.62M | 1.05% | 3.28% | -14.2% | Q1 2024 |
| MYO | $2.6M | 1.04% | 9.98% | +0.2% | Q4 2023 |
| TLPH | $2.51M | 1.01% | 6.70% | -6.3% | Q4 2023 |
| OVID | $2.46M | 0.99% | 0.66% | Not reported | Q2 2025 |
 DFTX | $2.36M | 0.95% | 0.12% | New | Q1 2026 |
| OKUR | $1.84M | 0.74% | 3.25% | -39.3% | Q4 2025 |
 LPCN | $1.77M | 0.71% | 2.96% | New | Q1 2026 |
| NRXS | $1.69M | 0.68% | 2.50% | Not reported | Q4 2025 |
 AVTX | $1.12M | 0.45% | 0.30% | New | Q1 2026 |
 ANNX | $1.11M | 0.45% | 0.13% | New | Q1 2026 |
| AQST | $1.04M | 0.42% | 0.20% | New | Q1 2026 |
| BFRI | $942K | 0.38% | 9.80% | +2.0% | Q1 2024 |
| KURA | $813K | 0.33% | 0.11% | Not reported | Q1 2025 |
| RGNT | $768K | 0.31% | 4.86% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| DCTH | $33M | 11.60% | 9.51% | Not reported | Q4 2023 |
| SVRA | $20.5M | 7.21% | 1.66% | -14.9% | Q4 2024 |
| FENC | $20.1M | 7.07% | 7.65% | +25.8% | Q4 2024 |
| XERS | $16.6M | 5.83% | 1.27% | +17.6% | Q4 2023 |
| VRDN | $14M | 4.92% | 0.44% | -25.0% | Q4 2023 |
| MDWD | $13.8M | 4.86% | 5.84% | Not reported | Q4 2023 |
| VSTM | $13.8M | 4.85% | 2.30% | -7.3% | Q4 2024 |
 REPL | $13.7M | 4.82% | 1.77% | Not reported | Q4 2024 |
 ATYR | $13.6M | 4.78% | 1.06% | Not reported | Q3 2025 |
| HELP | $13.6M | 4.77% | 7.67% | +10.5% | Q4 2024 |
| EYPT | $12.6M | 4.43% | 0.83% | +6.2% | Q3 2025 |
| CGON | $12.5M | 4.38% | 0.37% | Not reported | Q2 2025 |
 CYTK | $12.4M | 4.36% | 0.16% | -51.2% | Q2 2025 |
| XFOR | $10.4M | 3.66% | 2.87% | +68.7% | Q3 2025 |
| MNMD | $10M | 3.53% | Not reported | Not reported | Q1 2025 |
| PROF | $8.41M | 2.96% | 2.95% | +54.4% | Q4 2023 |
| NSPR | $6.95M | 2.44% | 8.97% | Not reported | Q4 2023 |
 OCUL | $4.86M | 1.71% | 0.19% | Not reported | Q2 2024 |
 AVBP | $4.34M | 1.53% | 0.51% | New | Q4 2025 |
| TLPH | $4.08M | 1.43% | 7.26% | -18.4% | Q4 2023 |
| MYO | $3.49M | 1.23% | 9.98% | +1.3% | Q4 2023 |
| PYPD | $3.02M | 1.06% | 3.83% | -24.2% | Q1 2024 |
| OKUR | $2.12M | 0.74% | 218.48% | New | Q4 2025 |
| RGNT | $1.7M | 0.60% | 4.86% | New | Q4 2025 |
 TRVI | $1.25M | 0.44% | 0.08% | Not reported | Q4 2023 |
| NRXS | $1.04M | 0.37% | 2.69% | New | Q4 2025 |
| KURA | $1.04M | 0.37% | 0.11% | Not reported | Q1 2025 |
 GUTS | $849K | 0.30% | 0.25% | -92.3% | Q3 2025 |
| BFRI | $650K | 0.23% | 9.79% | Not reported | Q1 2024 |
| Q3 2025 | |||||
| DCTH | $33M | 11.28% | 9.35% | Not reported | Q4 2023 |
| CYTK | $22M | 7.51% | 0.33% | Not reported | Q2 2025 |
| FENC | $19.4M | 6.64% | 7.40% | +1.5% | Q4 2024 |
| VSTM | $17M | 5.82% | 2.89% | -5.6% | Q4 2024 |
 RZLT | $17M | 5.81% | 1.99% | +3.8% | Q1 2024 |
| XERS | $14.6M | 5.00% | 1.08% | -16.7% | Q4 2023 |
| SVRA | $14.3M | 4.88% | 2.31% | +50.7% | Q4 2024 |
| MDWD | $13.5M | 4.61% | 6.94% | +84.0% | Q4 2023 |
| VRDN | $12.9M | 4.43% | 0.73% | -14.3% | Q4 2023 |
| CGON | $12.1M | 4.13% | 0.38% | +55.5% | Q2 2025 |
| VRNA | $10.7M | 3.65% | 0.01% | Not reported | Q4 2023 |
 IDYA | $9.52M | 3.26% | 0.40% | -31.5% | Q1 2025 |
| NSPR | $9.41M | 3.22% | 9.32% | +70.6% | Q4 2023 |
| EYPT | $9.26M | 3.16% | 0.93% | New | Q3 2025 |
| MNMD | $8.84M | 3.02% | Not reported | +78.6% | Q1 2025 |
| HELP | $8.84M | 3.02% | 6.94% | +85.0% | Q4 2024 |
| GUTS | $7.95M | 2.72% | 3.78% | New | Q3 2025 |
| ATYR | $7.56M | 2.59% | 1.06% | New | Q3 2025 |
 QURE | $7.3M | 2.49% | 0.20% | New | Q3 2025 |
| XFOR | $5.28M | 1.81% | 6.14% | New | Q3 2025 |
| OCUL | $4.68M | 1.60% | 0.23% | -67.2% | Q2 2024 |
| TLPH | $3.92M | 1.34% | 9.62% | +118.9% | Q4 2023 |
| PROF | $3.38M | 1.16% | 2.29% | Not reported | Q4 2023 |
| MYO | $3.38M | 1.16% | 9.86% | +5.4% | Q4 2023 |
| PYPD | $3.06M | 1.05% | 5.87% | -5.8% | Q1 2024 |
| BFRI | $1.12M | 0.38% | 9.79% | +16.8% | Q1 2024 |
| ATXS | $1.11M | 0.38% | 2.73% | Not reported | Q4 2023 |
| TRVI | $915K | 0.31% | 0.08% | -66.7% | Q4 2023 |
| KURA | $885K | 0.30% | 0.11% | Not reported | Q1 2025 |