Q1 2023 Holdings
Filed 2023-05-15 | 18 holdings | $76.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $9.8M | 487,631 | 12.8% |
| Xenon Pharmaceuticals Inc(XENE) | COM | 98420N105 | $9.6M | 266,961 | 12.5% |
| Bellus Health Inc New(BLU) | COM NEW | 07987C204 | $8.1M | 1,131,827 | 10.7% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $7.9M | 223,382 | 10.3% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $7.2M | 29,614 | 9.4% |
| Iveric BIO Inc(OPHTEUR) | COM | 46583P102 | $6.2M | 255,310 | 8.1% |
| Merus NV | COM | N5749R100 | $5.1M | 275,970 | 6.7% |
| Mersana Therapeutics Inc | COM | 59045L106 | $4.9M | 1,191,271 | 6.4% |
| Jasper Therapeutics Inc | COM | 471871103 | $4.6M | 2,517,232 | 6.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $2.9M | 20,830 | 3.8% |
| CTI Biopharma Corp(CTIC1USD) | COM | 12648L601 | $2.3M | 550,000 | 3.0% |
| Medavail Holdings Inc | COM | 58406B103 | $1.7M | 5,894,897 | 2.2% |
| Mdxhealth SA | SPONSORED ADS | 58286E102 | $1.6M | 500,000 | 2.1% |
| Moonlake Immunotherapeutics(MLTX) | CLASS A ORD | 61559X104 | $1.6M | 72,850 | 2.0% |
| Rapid Micro Biosystems Inc(RPID) | CLASS A COM | 75340L104 | $916.6K | 699,664 | 1.2% |
| Essa Pharma Inc(EPIEUR) | COM NEW | 29668H708 | $702.7K | 236,583 | 0.9% |
| Kinnate Biopharma Inc | COM | 49705R105 | $683.7K | 109,393 | 0.9% |
| Syros Pharmaceuticals Inc(SYRS) | COM NEW | 87184Q206 | $665.2K | 249,126 | 0.9% |