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MPM BioImpact Exits MBX, MoonLake, Crinetics in Q3, SEC Filing Shows

A November 14 disclosure details full sell-offs with estimated proceeds based on quarterly average prices.

Overview

  • The fund sold all 1,294,416 shares of MBX Biosciences in the third quarter, an estimated $14.8 million transaction based on average prices.
  • It disposed of 428,975 shares of Crinetics Pharmaceuticals, with an estimated value of $12.3 million using the same methodology.
  • It exited 313,571 shares of MoonLake Immunotherapeutics, reflecting an estimated $14.8 million reduction in exposure.
  • The combined estimated reduction across the three exits was roughly $41.9 million, calculated from quarterly average prices.
  • MBX had represented about 2.6% of fund assets as of June, and late-November coverage describes the moves as portfolio repositioning drawn from the November 14 SEC filing.