Q2 2019 Holdings
Filed 2019-08-14 | 56 holdings | $118.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $58.2M | 5,176,878 | 49.1% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $28.1M | 3,535,223 | 23.7% |
| Cytomx Therapeutics Inc(CTMX) | COM | 23284F105 | $21.0M | 1,873,617 | 17.7% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $10.4M | 2,774,750 | 8.8% |
| Merus N V | COM | N5749R100 | $68.0K | 4,639,413 | 0.1% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $55.3K | 1,193,224 | 0.0% |
| AC Immune SA(ACIU) | SHS | H00263105 | $54.5K | 9,819,434 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $54.3K | 527,253 | 0.0% |
| Kura Oncology Inc(KURA) | COM | 50127T109 | $43.4K | 2,204,119 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $41.3K | 437,565 | 0.0% |
| Infinity Pharmaceuticals Inc(INFIQ) | COM | 45665G303 | $31.4K | 17,426,968 | 0.0% |
| Molecular Templates Inc | COM | 608550109 | $27.2K | 3,256,515 | 0.0% |
| Xoma Corp del(XOMA) | COM NEW | 98419J206 | $26.7K | 1,796,942 | 0.0% |
| Calithera Biosciences Inc(CALAEUR) | COM | 13089P101 | $26.3K | 6,750,482 | 0.0% |
| Replimune Group Inc(REPL) | COM | 76029N106 | $25.3K | 1,724,609 | 0.0% |
| Concert Pharmaceuticals Inc(CNCEEUR) | COM | 206022105 | $19.5K | 1,628,187 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $19.3K | 1,223,925 | 0.0% |
| Pieris Pharmaceuticals Inc | COM | 720795103 | $18.6K | 3,954,264 | 0.0% |
| Five Prime Therapeutics Inc(FPRX) | COM | 33830X104 | $18.1K | 3,003,342 | 0.0% |
| Xenon Pharmaceuticals Inc(XENE) | COM | 98420N105 | $17.2K | 1,741,600 | 0.0% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $16.4K | 1,764,784 | 0.0% |
| Ideaya Biosciences Inc(IDYA) | COM | 45166A102 | $15.0K | 1,505,429 | 0.0% |
| Galmed Pharmaceuticals LTD(GLMD) | SHS | M47238106 | $13.5K | 1,832,484 | 0.0% |
| Chemocentryx Inc(CCXIEUR) | COM | 16383L106 | $13.2K | 1,414,515 | 0.0% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $12.9K | 1,063,802 | 0.0% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $12.4K | 648,348 | 0.0% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $11.6K | 205,265 | 0.0% |
| Spero Therapeutics Inc(SPRO) | COM | 84833T103 | $10.8K | 939,704 | 0.0% |
| Mersana Therapeutics Inc | COM | 59045L106 | $10.1K | 2,497,900 | 0.0% |
| Verastem Inc | COM | 92337C104 | $9.6K | 6,328,994 | 0.0% |
| Biolinerx LTD | SPONSORED ADS | 09071M106 | $9.5K | 25,995,575 | 0.0% |
| Forward Pharma A/S | SPONSORED ADR | 34986J105 | $8.7K | 8,480,079 | 0.0% |
| X4 Pharmaceuticals Inc(ASNSUSD) | COM | 98420X103 | $8.7K | 580,500 | 0.0% |
| Prevail Therapeutics Inc | COM | 74140Y101 | $8.7K | 656,483 | 0.0% |
| Arqule Inc(ARQLUSD) | COM | 04269E107 | $8.5K | 773,459 | 0.0% |
| Genocea Biosciences Inc(GNCAQ) | COM NEW | 372427401 | $8.2K | 2,100,305 | 0.0% |
| Eiger Biopharmaceuticals Inc(CLDNEUR) | COM | 28249U105 | $7.2K | 675,000 | 0.0% |
| Ovid Therapeutics Inc(OVID) | COM | 690469101 | $6.6K | 3,583,236 | 0.0% |
| CTI Biopharma Corp(CTIC1USD) | COM NEW | 12648L601 | $6.0K | 6,929,690 | 0.0% |
| MEI Pharma Inc | COM NEW | 55279B202 | $5.6K | 2,221,272 | 0.0% |
| Gamida Cell LTD | SHS | M47364100 | $5.1K | 1,000,000 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM PAR | 867328700 | $4.9K | 6,770,425 | 0.0% |
| Alpine Immune Sciences Inc(NVLSEUR) | COM | 02083G100 | $4.8K | 1,151,717 | 0.0% |
| Spring BK Pharmaceuticals Inc | COM | 849431101 | $4.8K | 1,301,701 | 0.0% |
| Erytech Pharma | SPONSORED ADR | 29604W108 | $4.5K | 625,000 | 0.0% |
| Cidara Therapeutics Inc | COM | 171757107 | $4.5K | 2,652,895 | 0.0% |
| Essa Pharma Inc(EPIEUR) | COM NEW | 29668H708 | $3.1K | 1,329,700 | 0.0% |
| Surface Oncology Inc | COM | 86877M209 | $2.9K | 1,021,234 | 0.0% |
| Realm Therapeutics PLC | SPONSORED ADS | 75606L103 | $2.6K | 909,759 | 0.0% |
| Regulus Therapeutics Inc | COM NEW | 75915K200 | $2.5K | 2,035,695 | 0.0% |