Stonepine Capital Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Stonepine Capital Management, LLC disclosed 66 US equity positions worth $113.7m in its Q1 2026 13F filing. The largest position was VSTM at 15.4% of the reported book, followed by TENX and EOLS.
What did Stonepine Capital Management, LLC own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VSTM VERASTEM INC | Healthcare | 15.4% | $17.5m | 3,302,300 | – | |
| 2 | TENX TENAX THERAPEUTICS INC | 13.7% | $15.6m | 975,200 | – | ||
| 3 | EOLS EVOLUS INC | Healthcare | 6.4% | $7.2m | 1,759,091 | – | |
| 4 | ADMA ADMA BIOLOGICS INC | Healthcare | 5.9% | $6.7m | 740,000 | – | |
| 5 | CAMP CAMP4 THERAPEUTICS CORP | 5.4% | $6.1m | 1,389,622 | – | ||
| 6 | NKTR NEKTAR THERAPEUTICS | Healthcare | 5.4% | $6.1m | 85,000 | – | |
| 7 | ZVRA ZEVRA THERAPEUTICS INC | 3.9% | $4.5m | 480,000 | – | ||
| 8 | CRBP CORBUS PHARMACEUTICALS HLDGS | Healthcare | 3.2% | $3.6m | 383,462 | – | |
| 9 | ABEO ABEONA THERAPEUTICS INC | Healthcare | 2.9% | $3.3m | 746,587 | – | |
| 10 | KZIA KAZIA THERAPEUTICS LTD | 2.3% | $2.6m | 345,179 | – | ||
| 11 | ANTX AN2 THERAPEUTICS INC | 2.1% | $2.4m | 713,845 | – | ||
| 12 | SOL-GEL TECHNOLOGIES LTD | 1.9% | $2.2m | 27,778 | – | ||
| 13 | XOMA ROYALTY CORPORATION | 1.9% | $2.2m | 69,500 | – | ||
| 14 | AYTU AYTU BIOPHARMA INC | 1.9% | $2.2m | 792,289 | – | ||
| 15 | CRIS CURIS INC | 1.8% | $2.0m | 3,726,406 | – | ||
| 16 | TELA TELA BIO INC | 1.4% | $1.6m | 2,617,252 | – | ||
| 17 | IKT INHIBIKASE THERAPEUTICS INC | 1.4% | $1.6m | 957,202 | – | ||
| 18 | CBIO CRESCENT BIOPHARMA INC. | 1.4% | $1.6m | 85,000 | – | ||
| 19 | ACET ADICET BIO INC | 1.3% | $1.5m | 221,955 | – | ||
| 20 | XFOR X4 PHARMACEUTICALS INC | 1.2% | $1.4m | 335,309 | – | ||
| 21 | OKYO OKYO PHARMA LTD | 1.2% | $1.4m | 850,000 | – | ||
| 22 | HRTX HERON THERAPEUTICS INC | Healthcare | 1.0% | $1.1m | 1,402,191 | – | |
| 23 | LUNG PULMONX CORP | Healthcare | 0.9% | $991.1k | 768,288 | – | |
| 24 | INAB IN8BIO INC | 0.9% | $981.9k | 663,412 | – | ||
| 25 | SRZN SURROZEN INC | 0.8% | $961.4k | 33,005 | – | ||
| 26 | CTMX CYTOMX THERAPEUTICS INC. | Healthcare | 0.8% | $940.0k | 200,000 | – | |
| 27 | PMVP PMV PHARMACEUTICALS INC | Healthcare | 0.8% | $878.0k | 708,102 | – | |
| 28 | BIOA BIOAGE LABS INC | 0.8% | $874.5k | 50,000 | – | ||
| 29 | CNTB CONNECT BIOPHARMA HLDGS LTD | 0.7% | $812.2k | 310,000 | – | ||
| 30 | RADIOPHARM THERANOSTICS LTD | 0.6% | $739.0k | 51,000,000 | – | ||
| 31 | MXCT MAXCYTE INC | Healthcare | 0.6% | $705.8k | 1,004,673 | – | |
| 32 | CDXS CODEXIS INC | Healthcare | 0.6% | $681.3k | 417,994 | – | |
| 33 | BOLD BOUNDLESS BIO INC | 0.6% | $657.5k | 597,682 | – | ||
| 34 | HELP CYBIN INC | 0.6% | $643.5k | 134,060 | – | ||
| 35 | ZNTL ZENTALIS PHARMACEUTICALS INC | Healthcare | 0.6% | $629.7k | 269,100 | – | |
| 36 | KTTA PASITHEA THERAPEUTICS CORP | 0.5% | $616.7k | 831,301 | – | ||
| 37 | MSLE SATELLOS BIOSCIENCE INC | 0.5% | $563.0k | 100,000 | – | ||
| 38 | PHAT PHATHOM PHARMACEUTICALS INC | Healthcare | 0.5% | $555.6k | 50,010 | – | |
| 39 | OKUR ONKURE THERAPEUTICS INC | 0.5% | $548.9k | 132,578 | – | ||
| 40 | XLO XILIO THERAPEUTICS INC | 0.5% | $539.6k | 64,162 | – | ||
| 41 | VRCA VERRICA PHARMACEUTICALS INC | 0.5% | $527.6k | 99,735 | – | ||
| 42 | CADL CANDEL THERAPEUTICS INC | 0.4% | $502.2k | 102,500 | – | ||
| 43 | POCI PRECISION OPTICS CORP INC MA | 0.4% | $439.0k | 100,000 | – | ||
| 44 | QUOIN PHARMACEUTICALS LTD | 0.3% | $352.8k | 53,460 | – | ||
| 45 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 0.3% | $340.7k | 6,000 | – | |
| 46 | UPB UPSTREAM BIO INC | 0.3% | $315.0k | 35,000 | – | ||
| 47 | IRD OPUS GENETICS INC | 0.3% | $312.5k | 68,688 | – | ||
| 48 | ARVN ARVINAS INC | Healthcare | 0.3% | $291.5k | 27,500 | – | |
| 49 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 0.2% | $283.1k | 224,650 | – | |
| 50 | JANX JANUX THERAPEUTICS INC | Healthcare | 0.2% | $278.0k | 20,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.