Timothy P. Lynch's Stonepine Capital Portfolio: Top 10 Healthcare Stocks
In this article, we discuss the top 10 healthcare stock picks of Timothy P. Lynch's Stonepine Capital.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Biotechnology Value Fund / BVF Inc Mark Lampert | 2,748,763 | $49,477,734 | 1.27% | |
| 2. | Logos Capital Arsani William | 1,900,000 | $34,200,000 | +294% | 1.47% |
| 3. | Balyasny Asset Management Dmitry Balyasny | 1,662,917 | $29,932,506 | +11% | 0.04% |
| 4. | Vestal Point Capital Ryan Wilder | 1,630,000 | $29,340,000 | +9% | 0.69% |
| 5. | Opaleye Management James A. Silverman | 1,319,351 | $23,748,318 | +1% | 2.15% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.50 | 853,450 | $12,375,025.00 | 3,601,316 | 2026-07-16 | Filing | |
| $13.41 | 1,360,000 | $18,237,600.00 | 2,747,866 | 2025-12-04 | Filing | |
| $0.27 | 115,000 | $30,716.50 | 680,403 | 2024-06-21 | Filing | |
| $0.25 | 190,000 | $48,108.00 | 565,403 | 2024-06-20 | Filing | |
| $0.25 | 17,500 | $4,334.75 | 70,643 | 2024-06-18 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $17.90 | 240 | $4,296.00 | 13,631 | 2026-09-16 | Filing | |
| $17.90 | 658 | $11,778.20 | 21,581 | 2026-09-16 | Filing | |
| $17.90 | 623 | $11,151.70 | 21,446 | 2026-09-16 | Filing | |
| $17.90 | 568 | $10,167.20 | 19,730 | 2026-09-16 | Filing | |
| $17.90 | 620 | $11,098.00 | 18,710 | 2026-09-16 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 215 | $3,137 | 0% | |
| 2. | 148 | $2,159 | 0% |