Comparing Stonepine Capital's Q3 vs. Q4 13F Holdings: Winners and Losers

Stonepine Capital Management, LLC is one of the seasoned investment firms in the United States that registered over $1 billion assets under management (AUM) from its 13F investments. Known for its disruptive investment strategy, the firm has been regarded as a go-to choice among investors who want to diversify their portfolios. Recently, Stonepine Capital released its Q3 2022 and Q4 2022 13F holdings report, revealing substantial changes in its portfolio structure that has caught the attention of many. In this article, we will take a closer look at the firm's Q3 2022 and Q4 2022 13F holdings comparison, focusing on the winners and losers, as well as the impact on the market.

Winners of Stonepine Capital's Q3 and Q4 13F Holdings

AMYT, the pharmaceutical company behind a breakthrough drug to treat a genetic skin disorder that primarily affects children, has been the biggest winner in Stonepine Capital's Q3 and Q4 13F holdings, with an increase from 6,227,733 shares in Q3 to 6,333,239 shares representing a 7.3% change. ADMA Biologics was another big winner in Stonepine Capital's Q3 and Q4 13F holdings report, with an increase of 1.94 million shares, or a whopping 121.6%, from 5 million shares in Q3 to 6,940,000 shares in Q4. UroGen Pharma LTD demonstrated impressive growth in Stonepine Capital's Q4 portfolio, with an increase of 18.4% or 130,727 shares from Q3's 1,124,220 to Q4's 1,304,947 shares.

Losers of Stonepine Capital's Q3 and Q4 13F Holdings

Optinose Inc has experienced the biggest loss in Stonepine Capital's Q3 and Q4 13F holdings when it reported a 100% decrease in the number of shares held by the firm from 2 million shares in Q3 to zero shares in the Q4 report. Ligand Pharmaceuticals and Affirmed NV also reported losses, with both companies reporting a 100% reduction in shares held by Stonepine Capital. Xeris Biopharma Holdings Inc reported a 26.2% decrease in shares holding from Q3's 12,928,168 shares to Q4's 11,195,189 shares. Third Harmonic Bio Inc and Galapagos NV-Spon ADR have not had any shares in Q3. However, Third Harmonic Bio Inc reported 2,015,301 shares held in Stonepine Capital's portfolio in Q4 while Galapagos NV-Spon ADR reported 194,836 shares in Q4.

Impact on the Market

Stonepine Capital's Q3 and Q4 13F holdings report has caught the attention of many investors. The report reveals a significant change in the fund's portfolio structure that can affect the stock market's dynamics. The winners of the report have shown an upward trend in value. In contrast, the losers of the report have displayed a downward trend in their stock prices, which could lead to a decline in market value. The massive increase in ADMA BioLogics shares held by Stonepine Capital may have attracted other investors to purchase ADMA shares as well, contributing to the company's growth. The decline in Optinose Inc in Stonepine Capital's portfolio may be an indicator to other investors about the company's performance, leading to a decrease in market value. In conclusion, Stonepine Capital's Q3 and Q4 13F holdings reports have exposed the winners and losers of the portfolio structure, which can impact the market dynamics. Investors will keep a close watch on the stocks mentioned above, as well as on other companies in Stonepine Capital's portfolio that have experienced significant changes.