Q1 2018 Holdings
Filed 2018-05-15 | 33 holdings | $106.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $105.8M | 630,000 | 99.2% |
| Avexis Inc | COM | 05366U100 | $111.2K | 900,000 | 0.1% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $70.2K | 2,600,000 | 0.1% |
| Esperion Therapeutics Inc NE(ESPR) | COM | 29664W105 | $65.1K | 900,000 | 0.1% |
| Odonate Therapeutics Inc | COM | 676079106 | $59.9K | 2,826,938 | 0.1% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $55.4K | 2,200,000 | 0.1% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $54.1K | 1,350,000 | 0.1% |
| Loxo Oncology Inc | COM | 548862101 | $46.1K | 400,000 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $42.1K | 1,372,510 | 0.0% |
| Medicines Company | COM | 584688105 | $41.2K | 1,250,000 | 0.0% |
| Rocket Pharmaceuticals Inc(RCKT) | COM | 77313F106 | $36.9K | 1,966,051 | 0.0% |
| Cymabay Therapeutics Inc(CBAYUSD) | COM | 23257D103 | $35.2K | 2,712,986 | 0.0% |
| GTX Inc del | COM NEW | 40052B207 | $28.2K | 1,590,000 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $24.5K | 660,000 | 0.0% |
| DBV Technologies S A | SPONSORED ADR | 23306J101 | $23.5K | 1,020,000 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $22.9K | 250,000 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $18.2K | 5,140,000 | 0.0% |
| Kura Oncology Inc(KURA) | COM | 50127T109 | $15.8K | 844,789 | 0.0% |
| Viking Therapeutics Inc(VKTX) | COM | 92686J106 | $13.9K | 3,186,000 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $13.8K | 312,000 | 0.0% |
| Aquinox Pharmaceuticals Inc | COM | 03842B101 | $10.5K | 747,500 | 0.0% |
| LA Jolla Pharmaceutical Co(LJPC) | COM PAR $.0001 2 | 503459604 | $8.0K | 267,500 | 0.0% |
| Reata Pharmaceuticals Inc(RETAEUR) | CL A | 75615P103 | $6.7K | 325,000 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM PAR | 867328700 | $5.8K | 2,125,000 | 0.0% |
| Solid Biosciences Inc | COM | 83422E105 | $5.6K | 750,000 | 0.0% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $4.0K | 500,000 | 0.0% |
| Belleropon Therapeutics Inc(BLPHEUR) | COM | 078771102 | $3.9K | 1,857,143 | 0.0% |
| Bellicum Pharmaceuticals Inc | COM | 079481107 | $2.3K | 350,000 | 0.0% |
| Rigel Pharmaceuticals IncCall | CALL | 766559903 | $1.8K | 500,000 | 0.0% |
| Novus Therapeutics Inc | COM | 67011N105 | $1.6K | 324,383 | 0.0% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $1.4K | 100,000 | 0.0% |
| Regulus Therapeutics Inc | COM | 75915K101 | $1.2K | 1,697,802 | 0.0% |
| Onconova Therapeutics Inc | *W EXP 07/11/202 | 68232V116 | $72 | 241,644 | 0.0% |