Featured 13F manager
Opaleye Management Inc. James Silverman
Boston, MA 23 processed 13Fs on this site · 2021 Q3–2026 Q2
- $1.1B
- 58 Positions
- 2026 Q2
- +45.5% QoQ
- Top 5 46.8%
James Silverman files Opaleye Management Inc. as a Form 13F. The latest book is 2026 Q2 at $1.1B, up 45.5% QoQ, led by Liquidia, Eton Pharmaceuticals, and Harrow.
Portfolio
top 5 46.8% · top 10 64.8%
- LQDA - Liquidia 17.7%
- ETON - Eton Pharmaceuticals 9.4%
- HROW - Harrow 9.2%
- IRON - Disc Medicine 5.7%
- URGN - Urogen Pharma 4.8%
- APGE - Apogee Therapeutics 4.7%
- MGTX - Meiragtx 4.3%
- SLGL - Sol-Gel Technologies 3.3%
- RZLT - Rezolute 3.0%
- TGTX - Tg Therapeutics 2.7%
- IMMX - Immix Biopharma 2.2%
- CBIO - Crescent Biopharma 2.1%
- Other 30.9%
AUM over time
Book
| HROW - Harrow Health | 17.74% | Add +0.5% | 3,795,000 | $14.37 | $55M | +20,000 | −$17M |
| Acelyrin | 13.72% | Reduce −0.3% | 4,146,138 | $10.17 | $42M | −12,500 | −$45M |
| OCUL - Ocular Therapeutix | 6.61% | Add +11.9% | 6,468,000 | $3.14 | $20M | +688,000 | −$10M |
| TGTX - Tg Therapeutics | 5.14% | New | 1,890,000 | $8.36 | $16M | +1,890,000 | +$16M |
| RYTM - Rhythm Pharmaceuticals | 4.87% | Reduce −11.2% | 653,000 | $22.92 | $15M | −82,000 | +$3M |
| Catalyst Pharmaceuticals | 4.58% | New | 1,205,000 | $11.69 | $14M | +1,205,000 | +$14M |
| Keros Therapeutics | 3.74% | Add +2.2% | 360,400 | $31.88 | $11M | +7,750 | −$3M |
| BHVN - Biohaven | 3.71% | Reduce −18.7% | 439,000 | $26.01 | $11M | −101,000 | −$1M |
| CRNX - Crinetics Pharmaceuticals | 3.58% | Reduce −56.2% | 370,000 | $29.74 | $11M | −475,000 | −$4M |
| ETON - Eton Pharmaceuticals | 3.30% | Add +6.4% | 2,430,270 | $4.17 | $10M | +145,270 | +$2M |
| IDYA - Ideaya Biosciences | 2.73% | Reduce −24.9% | 311,500 | $26.98 | $8M | −103,500 | −$1M |
| Morphosys AG | 2.64% | Hold | 1,209,380 | $6.72 | $8M | — | — |
| TELA - Tela Bio | 1.95% | Reduce −52.5% | 750,000 | $8.00 | $6M | −830,000 | −$10M |
| EWTX - Edgewise Therapeutics | 1.63% | Add +7.4% | 875,405 | $5.73 | $5M | +60,405 | −$1M |
| Kalvista Pharmaceuticals | 1.57% | Reduce −30.6% | 500,000 | $9.63 | $5M | −220,000 | −$2M |
| Marinus Pharmaceuticals | 1.53% | Reduce −6.6% | 584,000 | $8.05 | $5M | −41,000 | −$2M |
| PCVX - Vaxcyte | 1.49% | Reduce −49.2% | 90,000 | $50.98 | $5M | −87,000 | −$4M |
| Protara Therapeutics | 1.46% | Hold | 2,692,594 | $1.67 | $4M | — | — |
| URGN - Urogen Pharma | 1.46% | Reduce −43.9% | 320,000 | $14.01 | $4M | −250,000 | −$1M |
| GERN - Geron | 1.32% | Reduce −18.5% | 1,915,000 | $2.12 | $4M | −435,000 | −$3M |
| Gossamer Bio | 1.29% | Add +41.1% | 4,754,200 | $0.8328 | $4M | +1,384,200 | −$85K |
| FDMT - 4D Molecular Therapeutics | 1.28% | Add +39.2% | 308,500 | $12.73 | $4M | +86,800 | −$79K |
| XOMA - XOMA Del | 1.26% | Reduce −0.2% | 274,500 | $14.09 | $4M | −500 | +$3M |
| TRVI - Trevi Therapeutics | 1.21% | Add +0.3% | 1,705,900 | $2.18 | $4M | +4,400 | −$348K |
| LQDA - Liquidia | 1.18% | Hold | 570,700 | $6.34 | $4M | — | — |
| LRMR - Larimar Therapeutics | 1.09% | Reduce −39.0% | 848,500 | $3.95 | $3M | −541,500 | −$999K |
| Nyxoah S A | 1.01% | Reduce −0.7% | 441,896 | $7.05 | $3M | −3,104 | −$449K |
| IOVA - Iovance Biotherapeutics | 0.90% | Add +44.9% | 610,000 | $4.55 | $3M | +189,000 | −$188K |
| BBIO - Bridgebio Pharma | 0.79% | New | 92,500 | $26.37 | $2M | +455,573 | +$3M |
| APLT - Applied Therapeutics | 0.72% | New | 893,000 | $2.49 | $2M | +893,000 | +$2M |
| Igm Biosciiences | 0.71% | Add +311.0% | 261,000 | $8.35 | $2M | +197,500 | +$2M |
| CDXS - Codexis | 0.69% | Add +65.8% | 1,118,900 | $1.89 | $2M | +443,900 | +$225K |
| VSTM - Verastem | 0.56% | Add +107.3% | 211,400 | $8.13 | $2M | +109,400 | +$960K |
| PGEN - Precigen | 0.43% | New | 928,500 | $1.42 | $1M | +928,500 | +$1M |
| Tracon Pharmaceuticals | 0.28% | Hold | 4,764,508 | $0.1780 | $848K | — | — |
| XERS - Xeris Biopharma | 0.24% | New | 390,000 | $1.86 | $725K | +390,000 | +$725K |
| Biodesix | 0.19% | New | 363,073 | $1.65 | $599K | +455,573 | +$3M |
| Fortress Biotech | 0.19% | Reduce −39.6% | 2,000,000 | $0.2903 | $581K | −1,310,000 | −$1M |
| Kezar Life Sciences | 0.16% | Add +330.2% | 425,000 | $1.19 | $506K | +326,204 | +$264K |
| RLMD - Relmada Therapeutics | 0.03% | New | 30,000 | $3.00 | $90K | +30,000 | +$90K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Cymabay Therapeutics | 1.48% | Exit | 0 | $10.95 | $6M | −566,700 | −$6M |
| Theravance Biopharma | 1.35% | Exit | 0 | $10.35 | $6M | −543,500 | −$6M |
| Theseus Pharmaceuticals | 1.33% | Exit | 0 | $9.33 | $6M | −597,500 | −$6M |
| ACAD - Acadia Pharmaceuticals | 1.24% | Exit | 0 | $23.95 | $5M | −217,000 | −$5M |
| INTC - Intellia Therapeutics | 1.17% | Exit | 0 | $40.78 | $5M | −120,000 | −$5M |
| CYTK - Cytokinetics | 1.01% | Exit | 0 | $32.62 | $4M | −130,000 | −$4M |
| Edap Tms S A | 0.84% | Exit | 0 | $9.22 | $4M | −380,000 | −$4M |
| Karyopharm Therapeutics | 0.76% | Exit | 0 | $1.79 | $3M | −1,785,000 | −$3M |
| STXS - Spectrum Pharmaceuticals | 0.71% | Exit | 0 | $0.9600 | $3M | −3,074,995 | −$3M |
| CATBUSD - Astria Therapeutics | 0.61% | Exit | 0 | $8.33 | $3M | −305,000 | −$3M |
| Sutro Biopharma | 0.34% | Exit | 0 | $4.65 | $1M | −307,000 | −$1M |
| BDTX - Black Diamond Therapeutics | 0.33% | Exit | 0 | $5.05 | $1M | −275,000 | −$1M |
| PRQR - Proqr Therapeutics | 0.25% | Exit | 0 | $1.62 | $1M | −653,000 | −$1M |
| Jasper | 0.22% | Exit | 0 | $1.37 | $918K | −669,944 | −$918K |
| FULC - Fulcrum Therapeutics | 0.11% | Exit | 0 | $3.30 | $474K | −143,600 | −$474K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 58 | $1.1B | +45.5% | 13F-HR | 8/14/2026 | 000142050626001803 |
| 2026 Q1 | 54 | $759M | +0.1% | 13F-HR | 5/15/2026 | 000142050626001151 |
| 2025 Q4 | 54 | $758M | — | RESTATEMENT | 4/13/2026 | 000149315226016299 |
| 2025 Q4 | 54 | $758M | +7.2% | 13F-HR | 2/17/2026 | 000149315226007085 |
| 2025 Q3 | 43 | $707M | +41.7% | 13F-HR | 11/14/2025 | 000149315225023429 |
| 2025 Q2 | 41 | $494M | — | RESTATEMENT | 8/15/2025 | 000164117225024301 |
| 2025 Q2 | 41 | $499M | +11.1% | 13F-HR | 8/14/2025 | 000164117225023977 |
| 2025 Q1 | 45 | $449M | −21.4% | 13F-HR | 5/15/2025 | 000164117225010914 |
| 2024 Q4 | 39 | $571M | −4.8% | 13F-HR | 2/14/2025 | 000149315225006852 |
| 2024 Q3 | 44 | $600M | +37.0% | 13F-HR | 11/14/2024 | 000149315224045811 |
| 2024 Q2 | 51 | $438M | +0.2% | 13F-HR | 8/14/2024 | 000149315224032150 |
| 2024 Q1 | 52 | $459M | — | RESTATEMENT | 5/29/2024 | 000149315224021780 |
| 2024 Q1 | 51 | $437M | +16.2% | 13F-HR | 5/15/2024 | 000149315224019869 |
| 2023 Q4 | 47 | $376M | +22.5% | 13F-HR | 2/14/2024 | 000149315224006653 |
| 2023 Q3 | 41 | $307M | −26.6% | 13F-HR | 11/15/2023 | 000149315223041364 |
| 2023 Q2 | 47 | $418M | +25.1% | 13F-HR | 8/14/2023 | 000149315223028636 |
| 2023 Q1 | 41 | $334M | +16.0% | 13F-HR | 5/15/2023 | 000149315223016769 |
| 2022 Q4 | 40 | $288M | +19.0% | 13F-HR | 2/10/2023 | 000149315223004277 |
| 2022 Q3 | 42 | $242M | +9.0% | 13F-HR | 11/14/2022 | 000149315222032068 |
| 2022 Q2 | 47 | $222M | −31.1% | 13F-HR | 8/15/2022 | 000149315222022856 |
| 2022 Q1 | 45 | $322M | −31.6% | 13F-HR | 5/16/2022 | 000149315222013764 |
| 2021 Q4 | 39 | $471M | −12.0% | 13F-HR | 2/14/2022 | 000149315222004434 |
| 2021 Q3 | 48 | $535M | — | 13F-HR | 11/16/2021 | 000149315221028799 |
About
Opaleye Management Inc.
23 processed 13Fs on this site · 2021 Q3–2026 Q2