Propel Bio Management, LLC
Net seller this quarter
$191M
29
-$7.61M
68.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PAGP | $30.9M | 16.16% | 0.64% | Not reported | Q4 2023 |
 ACHV | $26.3M | 13.79% | 3.93% | +6.5% | Q1 2024 |
 CORT | $11.9M | 6.21% | 0.13% | -7.7% | Q1 2026 |
 PHAT | $11.4M | 5.96% | 1.31% | +24.9% | Q4 2023 |
 DCTH | $11M | 5.74% | 2.52% | -11.1% | Q4 2024 |
 MIST | $9.96M | 5.21% | 5.97% | +80.4% | Q1 2025 |
 CMPS | $8.11M | 4.24% | 0.42% | -22.8% | Q3 2024 |
 KYTX | $7.87M | 4.12% | 1.43% | +37.1% | Q4 2025 |
 ARTV | $6.76M | 3.54% | 2.82% | +375.8% | Q1 2026 |
 ABEO | $6.08M | 3.18% | 1.72% | -26.1% | Q2 2024 |
 AQST | $6M | 3.14% | 1.15% | +102.9% | Q1 2026 |
 PALI | $5.4M | 2.82% | 1.49% | +131.6% | Q1 2026 |
 IMUX | $5M | 2.61% | 2.38% | +38.6% | Q1 2026 |
 IVA | $4.84M | 2.53% | 0.66% | +76.8% | Q4 2025 |
 SABS | $4.2M | 2.20% | 1.29% | +6.3% | Q4 2025 |
 OBIO | $3.87M | 2.02% | 1.49% | Not reported | Q1 2026 |
 CLDX | $3.86M | 2.02% | 0.13% | -21.1% | Q3 2025 |
 ZVRA | $3.64M | 1.90% | 0.43% | -10.2% | Q3 2024 |
 OCUL | $3.52M | 1.84% | 0.16% | -6.4% | Q1 2026 |
 FDMT | $3.36M | 1.76% | 0.46% | -33.6% | Q1 2026 |
 OVID | $3M | 1.57% | 0.60% | +21.1% | Q1 2026 |
 EYPT | $2.74M | 1.43% | 0.23% | -11.2% | Q1 2026 |
 UPB | $2.42M | 1.27% | 0.64% | +2.5% | Q1 2026 |
 SCYX | $2.21M | 1.16% | 5.46% | New | Q2 2026 |
 SLN | $2.11M | 1.10% | 0.14% | New | Q2 2026 |
 LONA | $1.37M | 0.72% | 1.58% | Not reported | Q3 2025 |
 MAZE | $1.31M | 0.68% | 0.08% | Not reported | Q1 2026 |
 CRVS | $1.05M | 0.55% | 0.08% | -18.0% | Q1 2026 |
 SGMT | $973K | 0.51% | 0.41% | New | Q2 2026 |
| Q1 2026 | |||||
| PAGP | $30.2M | 19.02% | 0.64% | Not reported | Q4 2023 |
| ACHV | $11.4M | 7.17% | 7.11% | Not reported | Q1 2024 |
| PHAT | $9.35M | 5.90% | 1.06% | +13.5% | Q4 2023 |
| DCTH | $9.16M | 5.77% | 2.84% | +123.4% | Q4 2024 |
| CORT | $6.02M | 3.80% | 0.14% | New | Q1 2026 |
| ABEO | $6.01M | 3.79% | 2.34% | +60.1% | Q2 2024 |
 VOR | $5.59M | 3.52% | 0.58% | New | Q1 2026 |
| KYTX | $5.59M | 3.52% | 1.06% | -3.3% | Q4 2025 |
| MIST | $5.08M | 3.20% | 3.50% | Not reported | Q1 2025 |
| CLDX | $4.14M | 2.61% | 0.20% | -14.9% | Q3 2025 |
| CMPS | $4.12M | 2.60% | 0.55% | -13.9% | Q3 2024 |
 VRDN | $4.09M | 2.58% | 0.21% | -25.6% | Q3 2025 |
| IVA | $3.99M | 2.52% | 0.38% | -27.5% | Q4 2025 |
| SABS | $3.89M | 2.45% | 1.34% | +55.1% | Q4 2025 |
| OBIO | $3.83M | 2.41% | 1.53% | New | Q1 2026 |
| FDMT | $3.58M | 2.26% | 0.73% | New | Q1 2026 |
 OCS | $3.28M | 2.07% | Not reported | -29.3% | Q4 2025 |
| OCUL | $3.23M | 2.03% | 0.17% | New | Q1 2026 |
| UPB | $3.1M | 1.95% | 0.63% | New | Q1 2026 |
| AQST | $2.95M | 1.86% | 0.57% | New | Q1 2026 |
| EYPT | $2.79M | 1.76% | 0.26% | New | Q1 2026 |
 TRVI | $2.65M | 1.67% | 0.17% | Not reported | Q1 2024 |
| ZVRA | $2.64M | 1.66% | 0.48% | +343.5% | Q3 2024 |
| IMUX | $2.62M | 1.65% | 17.21% | New | Q1 2026 |
 CHRS | $2.41M | 1.52% | 0.92% | New | Q1 2026 |
| OVID | $2.04M | 1.28% | 0.55% | New | Q1 2026 |
| PALI | $2M | 1.26% | 0.67% | New | Q1 2026 |
 KLRS | $1.72M | 1.08% | 1.29% | +603.3% | Q4 2025 |
 QURE | $1.71M | 1.08% | 0.17% | New | Q1 2026 |
| LONA | $1.5M | 0.94% | 1.59% | Not reported | Q3 2025 |
 NUVB | $1.41M | 0.89% | 0.10% | New | Q1 2026 |
| MAZE | $1.31M | 0.82% | 0.09% | New | Q1 2026 |
 EVMN | $1.28M | 0.81% | 0.15% | New | Q1 2026 |
| CRVS | $1.25M | 0.79% | 0.10% | New | Q1 2026 |
 ALDX | $1.23M | 0.78% | 1.21% | New | Q1 2026 |
| ARTV | $950K | 0.60% | 0.59% | New | Q1 2026 |
 CNTB | $554K | 0.35% | 0.33% | New | Q1 2026 |
 MSLE | $57.1K | 0.04% | 0.79% | New | Q1 2026 |
| Q4 2025 | |||||
| PAGP | $24.4M | 20.79% | 0.64% | Not reported | Q4 2023 |
| ACHV | $18.8M | 16.07% | 7.11% | Not reported | Q1 2024 |
| PHAT | $12.3M | 10.49% | 1.04% | +34.0% | Q4 2023 |
| VRDN | $8.79M | 7.51% | 0.28% | +213.9% | Q3 2025 |
| MIST | $8.32M | 7.10% | 3.88% | -19.6% | Q1 2025 |
| KYTX | $6.27M | 5.35% | 1.10% | New | Q4 2025 |
| CMPS | $5.95M | 5.08% | 0.90% | +69.0% | Q3 2024 |
| IVA | $4.65M | 3.97% | 0.52% | New | Q4 2025 |
| DCTH | $4.43M | 3.78% | 1.26% | Not reported | Q4 2024 |
| ABEO | $4.38M | 3.74% | 1.51% | -14.7% | Q2 2024 |
| CLDX | $4.19M | 3.58% | 0.23% | -0.5% | Q3 2025 |
 NKTR | $3.5M | 2.99% | 0.41% | +69.0% | Q3 2025 |
| OCS | $3.45M | 2.95% | Not reported | New | Q4 2025 |
| SABS | $2.44M | 2.08% | 1.37% | New | Q4 2025 |
 RGNX | $1.68M | 1.44% | 0.23% | New | Q4 2025 |
| LONA | $1.13M | 0.96% | 1.60% | Not reported | Q3 2025 |
 LENZ | $945K | 0.81% | 0.19% | New | Q4 2025 |
 AARD | $609K | 0.52% | 0.21% | New | Q4 2025 |
| ZVRA | $571K | 0.49% | 0.11% | -72.5% | Q3 2024 |
| KLRS | $355K | 0.30% | 0.18% | New | Q4 2025 |
| Q3 2025 | |||||
| PAGP | $23.2M | 23.23% | 0.64% | Not reported | Q4 2023 |
| ACHV | $11.9M | 11.94% | 7.17% | -38.5% | Q1 2024 |
| AKRO | $10.9M | 10.88% | 0.29% | Not reported | Q4 2023 |
| MIST | $10.2M | 10.26% | 6.02% | +186.1% | Q1 2025 |
| APLT | $6.83M | 6.83% | 7.82% | Not reported | Q4 2023 |
| PHAT | $6.51M | 6.51% | 0.78% | -40.1% | Q4 2023 |
| ABEO | $5.14M | 5.15% | 1.86% | Not reported | Q2 2024 |
| DCTH | $4.71M | 4.72% | 1.24% | +94.0% | Q4 2024 |
| CLDX | $4.01M | 4.01% | 0.23% | New | Q3 2025 |
 TCRX | $3.52M | 3.52% | 8.06% | -7.4% | Q4 2023 |
| CMPS | $2.92M | 2.93% | 0.53% | Not reported | Q3 2024 |
| NKTR | $2.79M | 2.79% | 0.25% | New | Q3 2025 |
 JSPR | $2.45M | 2.45% | 3.68% | Not reported | Q4 2024 |
| ZVRA | $2.21M | 2.21% | 0.41% | Not reported | Q3 2024 |
| VRDN | $1.94M | 1.94% | 0.11% | New | Q3 2025 |
| LONA | $618K | 0.62% | 3.79% | New | Q3 2025 |