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 |
|---|---|---|---|---|---|---|
| $17.99 | 465 | $8,365.35 | 13,871 | 2026-06-22 | Filing | |
| $17.99 | 1,288 | $23,171.12 | 22,239 | 2026-06-22 | Filing | |
| $17.99 | 1,112 | $20,004.88 | 20,298 | 2026-06-22 | Filing | |
| $17.99 | 1,218 | $21,911.82 | 19,330 | 2026-06-22 | Filing | |
| $17.99 | 1,219 | $21,929.81 | 22,069 | 2026-06-22 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,133,514 | $74,403,252 | 0% | |
| 2. | 2,747,866 | $49,461,588 | 3.27% | |
| 3. | 2,133,576 | $38,404,368 | 1.16% | |
| 4. | 1,677,852 | $30,201,336 | 4.02% | |
| 5. | 1,271,762 | $22,891,716 | 0% |