Q2 2018 Holdings
Filed 2018-08-14 | 26 holdings | $97.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $96.9M | 630,000 | 99.2% |
| Solid Biosciences Inc | COM | 83422E105 | $99.1K | 2,780,000 | 0.1% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $77.2K | 1,565,560 | 0.1% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $64.1K | 1,900,000 | 0.1% |
| Odonate Therapeutics Inc | COM | 676079106 | $62.4K | 2,826,938 | 0.1% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $60.8K | 1,590,600 | 0.1% |
| Esperion Therapeutics Inc NE(ESPR) | COM | 29664W105 | $53.9K | 1,375,000 | 0.1% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $49.6K | 375,000 | 0.1% |
| Medicines Co | COM | 584688105 | $45.9K | 1,250,000 | 0.0% |
| Rocket Pharmaceuticals Inc(RCKT) | COM | 77313F106 | $38.6K | 1,966,051 | 0.0% |
| Viking Therapeutics Inc(VKTX) | COM | 92686J106 | $35.6K | 3,750,000 | 0.0% |
| Cymabay Therapeutics Inc(CBAYUSD) | COM | 23257D103 | $28.1K | 2,094,000 | 0.0% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $26.6K | 95,000 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $25.7K | 1,245,000 | 0.0% |
| DBV Technologies S A | SPONSORED ADR | 23306J101 | $20.5K | 1,065,000 | 0.0% |
| Kiniksa Pharmaceuticals LTD | COM CL A | G5269C101 | $20.3K | 1,172,700 | 0.0% |
| GTX Inc del | COM NEW | 40052B207 | $20.1K | 1,310,000 | 0.0% |
| Kura Oncology Inc(KURA) | COM | 50127T109 | $15.4K | 844,789 | 0.0% |
| MEI Pharma Inc | COM NEW | 55279B202 | $11.5K | 2,913,091 | 0.0% |
| Reata Pharmaceuticals Inc(RETAEUR) | CL A | 75615P103 | $11.4K | 325,000 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $6.6K | 2,321,900 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM PAR | 867328700 | $4.5K | 2,125,000 | 0.0% |
| Bellerophon Therapeutics Inc(BLPHEUR) | COM | 078771102 | $4.5K | 1,857,143 | 0.0% |
| Novus Therapeutics Inc | COM | 67011N105 | $2.3K | 324,383 | 0.0% |
| Regulus Therapeutics Inc | COM | 75915K101 | $1.1K | 1,697,802 | 0.0% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $702 | 100,000 | 0.0% |