Institutions / Opaleye Management Inc.

Opaleye Management Inc.

CIK 1595855 · Institutionalso an insider · as of Dec 31, 2025
Portfolio value
$757.99M
Positions
54
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 54 →
CompanyClassValueShares% of portfolio
Harrow, Inc.—$191.34M3,905,00025.2%
Liquidia CorpLQDACommon Stock$84.98M2,435,00011.2%
Eton Pharmaceuticals, Inc.—$48.36M2,860,0006.4%
Rhythm Pharmaceuticals, Inc.—$35.32M330,0004.7%
Apogee Therapeutics, Inc.—$29.31M388,2573.9%
SANUWAVE Health Inc—$29.28M981,2673.9%
Stoke Therapeutics, Inc.—$22.06M695,0002.9%
Ocular Therapeutix, Inc—$19.36M1,595,0002.6%
Sol-Gel Technologies Ltd—$19.12M453,7392.5%
CG Oncology, Inc.—$17.02M410,0002.2%
TG Therapeutics Inc—$15.95M535,0002.1%
Disc Medicine, Inc.IRONCommon Stock$15.88M200,0002.1%
Rezolute, Inc.—$14.84M6,287,1562.0%
Crescent Biopharma, Inc.—$13.97M1,178,3001.8%
Alkermes plc.—$13.71M490,0001.8%
Alpha Cognition Inc.—$13.46M2,070,7841.8%
Annexon, Inc.—$13.05M2,600,0001.7%
Edgewise Therapeutics, Inc.—$12.41M500,0001.6%
Codexis, Inc.—$11.07M6,789,7381.5%
Protagonist Therapeutics Inc—$9.17M105,0001.2%
Gossamer Bio, Inc.—$8.43M2,720,0001.1%
MBX Biosciences, Inc.MBXCommon Stock$8.20M260,0001.1%
Revolution Medicines, Inc.—$7.96M100,0001.1%
XOMA Royalty Corp—$7.78M292,5901.0%
Journey Medical CorpDERMCommon Stock$7.52M975,0001.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.

Insider transactions

Also files Forms 3 / 4 / 5
DateActionCompanyValueShares ΔPosition afterImpact
Mar 4, 2026SellHROW
Harrow, Inc.
Common Stock, par value $0.001 per share
$5.32M-134K
-3.57%
3,622,000
9.66% of shares
medium
Mar 24, 2026BuySLGL
Sol-Gel Technologies Ltd
Ordinary Shares, par value NIS 1.00 per share.
$2.50M+35K
+7.70%
485,000
17.41% of shares
high
Mar 3, 2026SellHROW
Harrow, Inc.
Common Stock, par value $0.001 per share
$2.31M-59K
-1.55%
3,756,000
10.02% of shares
medium
Jan 6, 2026SellHROW
Harrow, Inc.
Common Stock, par value $0.001 per share
$1.07M-20K
-22.22%
70,000
0.19% of shares
medium
Feb 23, 2026BuyACOG
Alpha Cognition Inc.
Common Stock, no par value
$564.6K+96K
+4.49%
2,230,819
10.25% of shares
high
Mar 24, 2026BuySLGL
Sol-Gel Technologies Ltd
Ordinary Shares, par value NIS 1.00 per share.
$360.0K+5K
+50.00%
15,000
0.54% of shares
medium
Feb 24, 2026BuyACOG
Alpha Cognition Inc.
Common Stock, no par value
$310.8K+54K
+2.40%
2,284,410
10.49% of shares
medium
Feb 27, 2026SellHROW
Harrow, Inc.
Common Stock, par value $0.001 per share
$270.9K-5K
-7.14%
65,000
0.17% of shares
medium
Mar 3, 2026BuyACOG
Alpha Cognition Inc.
Common Stock, no par value
$266.9K+46K
+2.01%
2,355,049
10.82% of shares
medium
Mar 5, 2026BuyACOG
Alpha Cognition Inc.
Common Stock, no par value
$243.6K+42K
+1.77%
2,416,867
11.10% of shares
medium