Verdad Advisers, LP

Source: SEC Form 13F · as of Mar 2026

Verdad Advisers, LP holds 64 biotech & pharma companies tracked by BioSniper, totaling $30.9M in value as of Mar 2026 (SEC Form 13F).

Companies held

64

Total value held

$30.9M

CompanySharesValue
BLTEBELITE BIO, INC13,813$2.2M
RVMDREVOLUTION MEDICINES, INC.21,572$2.1M
ZYMEZymeworks Inc.82,698$2.1M
ACADACADIA PHARMACEUTICALS INC68,290$1.5M
JNJJOHNSON & JOHNSON5,418$1.3M
NRIXNurix Therapeutics, Inc.83,425$1.3M
AXSMAxsome Therapeutics, Inc.5,971$1.0M
CLYMClimb Bio, Inc.144,540$990K
DSGNDesign Therapeutics, Inc.92,310$982K
ATAIAtai Beckley N.V.227,670$806K
ACRSAclaris Therapeutics, Inc.197,042$739K
DNTHDianthus Therapeutics, Inc. /DE/8,699$730K
TERNTerns Pharmaceuticals, Inc.13,301$701K
SVRASavara Inc128,376$701K
GMOptec International, Inc.9,207$686K
MRKMerck & Co., Inc.5,660$681K
VRDNViridian Therapeutics, Inc.\DE31,179$610K
ZURAZura Bio Ltd97,102$578K
GPCRStructure Therapeutics Inc.11,335$546K
ERASErasca, Inc.33,070$535K
CRBPCorbus Pharmaceuticals Holdings, Inc.50,252$472K
NXTCNextCure, Inc.42,955$459K
TARSTarsus Pharmaceuticals, Inc.6,328$444K
VTRSViatris Inc32,500$439K
EWTXEdgewise Therapeutics, Inc.13,052$411K
VERAVera Therapeutics, Inc.10,181$410K
WHWKWhitehawk Therapeutics, Inc.115,484$398K
KODKodiak Sciences Inc.9,115$347K
OVIDOvid Therapeutics Inc.151,919$337K
ACLXArcellx, Inc.2,893$332K
RLMDRELMADA THERAPEUTICS, INC.47,149$328K
SUPNSUPERNUS PHARMACEUTICALS, INC.6,295$325K
USNAUSANA HEALTH SCIENCES INC17,074$298K
ASRTAssertio Holdings, Inc.15,541$296K
ANNXAnnexon, Inc.53,277$295K
CCCCC4 Therapeutics, Inc.109,407$288K
BIOABioAge Labs, Inc.15,210$266K
NUSNu Skin Enterprises Inc.36,172$263K
INNVINNOVUS PHARMACEUTICALS, INC.31,641$254K
CBIOCRESCENT BIOPHARMA, INC.12,748$234K
PMVPPMV Pharmaceuticals, Inc.180,161$223K
REGNREGENERON PHARMACEUTICALS, INC.283$219K
RYTMRHYTHM PHARMACEUTICALS, INC.2,445$213K
ELVElevance Health Inc.709$208K
COGTCogent Biosciences, Inc.5,329$205K
ALMSALUMIS INC.9,173$202K
CGEMCullinan Therapeutics, Inc.12,604$179K
PASGPassage BIO, Inc.22,128$174K
IVVDInvivyd, Inc.131,276$171K
CTMXCytomX Therapeutics, Inc.30,187$142K
VSTMVerastem, Inc.26,119$138K
TCRXTScan Therapeutics, Inc.134,001$135K
PLRXPLIANT THERAPEUTICS, INC.98,320$124K
FHTXFoghorn Therapeutics Inc.24,416$117K
SLDBSolid Biosciences Inc.14,879$107K
IBIOiBio, Inc.56,318$107K
VTGNVistagen Therapeutics, Inc.184,938$106K
PEPGPepGen Inc.54,380$96K
ABOSAcumen Pharmaceuticals, Inc.37,278$88K
SPROSpero Therapeutics, Inc.33,455$78K
JSPRJasper Therapeutics Inc.73,967$65K
VRCAVerrica Pharmaceuticals Inc.12,098$64K
ALECAlector, Inc.23,554$51K
HOWLWerewolf Therapeutics, Inc.29,760$25K

13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.

    Verdad Advisers, LP — Biotech 13F Holdings & Portfolio | BioSniper