Athyrium Capital's Latest Moves: Analyzing Q3 2022 vs. Q4 2022 13F Holdings Comparison

Athyrium Capital Management, LP is a private equity firm that specializes in providing credit and investment solutions to healthcare companies. As one of the leading investors in the healthcare industry, Athyrium Capital's latest moves have been closely monitored by analysts. In this article, we'll take a closer look at the firm's Q3 2022 vs. Q4 2022 13F holdings comparison to analyze the changes in the holdings of the companies Athyrium Capital has invested in.

Amryt Pharma PLC:

Athyrium Capital held the same amount of shares in Amryt Pharma PLC in both Q3 and Q4 2022, with 8,857,268 shares. The value of the shares increased from $61,292,000 to $64,658,000, representing a 5.5% change.

Biora Inc.:

Similarly, Athyrium Capital held the same amount of shares in Biora Inc. in both Q3 and Q4 2022, with 103,500,000 shares. However, there was a decrease in the value of shares from $62,761,000 to $56,262,000, representing a 10.4% change.

Omeros Corp:

Athyrium Capital's holdings in Omeros Corp increased from 40,150,000 shares in Q3 to 58,131,000 shares in Q4 2022. The value of the shares increased from $22,336,000 to $31,700,000, representing a 41.9% change. Additionally, there was a small increase in the number of shares held in Omeros Corp, from 21,005,000 in Q3 to 21,005,000 in Q4 2022. The value of the shares also increased slightly from $19,249,000 to $20,240,000, representing a 5.2% change.

RVL Pharmaceuticals PLC:

Athyrium Capital's holdings in RVL Pharmaceuticals PLC remained the same at 14,600,444 shares in both Q3 and Q4 2022. However, there was a decrease in the value of shares from $30,661,000 to $16,352,000, representing a 46.7% change.

CAREMAX INC:

Athyrium Capital's holdings in CareMax Inc also remained the same at 4,467,219 shares in both Q3 and Q4 2022. However, there was a decrease in the value of shares from $31,673,000 to $16,305,000, representing a 48.5% change.

Paratek Pharmaceuticals Inc.:

Athyrium Capital held 9,000,000 shares in Paratek Pharmaceuticals Inc. in both Q3 and Q4 2022. The value of the shares increased from $8,000,000 to $8,213,000, representing a 2.7% change.

BridgeBio Pharma Inc.:

Athyrium Capital's holdings in BridgeBio Pharma Inc. remained the same at 20,000,000 shares in both Q3 and Q4 2022. However, there was a decrease in the value of shares from $8,718,000 to $7,753,000, representing an 11.1% change.

PUMA BIOTECHNOLOGY INC:

Athyrium Capital's holdings in Puma Biotechnology Inc increased from 1,792,114 shares in Q3 to 1,792,114 shares in Q4 2022. The value of the shares increased from $4,247,000 to $7,580,000, representing a 78.5% change.

Biora Inc:

Athyrium Capital's holdings in Biora Inc. saw a significant decrease in both the number of shares and value of shares held. The number of shares held decreased from 29,855,847 in Q3 to 42,362,097 in Q4 2022, while the value of the shares decreased from $14,477,000 to $5,579,000, representing a 61.5% change.

Societal CDMO Inc.:

Lastly, Athyrium Capital's holdings in Societal CDMO Inc. remained the same at 2,202,420 shares in both Q3 and Q4 2022. However, there was a decrease in the value of shares from $3,590,000 to $3,281,000, representing an 8.6% change.

In conclusion, Athyrium Capital's latest moves have shown a mixed bag of results. While some companies' holdings have seen significant increases, others have seen a considerable decrease in the value of shares held. Nevertheless, it will be interesting to see how the firm's investment and credit solutions continue to shape the healthcare industry.