Q4 2024 Holdings
Filed 2025-02-14 | 19 holdings | $19.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $2.5M | 36,700 | 13.3% |
| Milestone Pharmaceuticals in(MIST) | COM | 59935V107 | $2.4M | 1,025,806 | 12.7% |
| Geron Corp(GERN) | COM | 374163103 | $1.8M | 500,000 | 9.3% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $1.7M | 335,400 | 8.9% |
| Fennec Pharmaceuticals Inc(FENC) | COM | 31447P100 | $1.2M | 195,700 | 6.5% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $1.1M | 40,300 | 5.8% |
| Mineralys Therapeutics Inc(MLYS) | COM | 603170101 | $972.5K | 79,000 | 5.1% |
| Kiniksa Pharmaceuticals LTD(KNSA) | ORD SHS CL A | G52694109 | $907.9K | 45,900 | 4.8% |
| Biohaven LTD(BHVN) | COM | G1110E107 | $847.8K | 22,700 | 4.4% |
| Benitec Biopharma Inc(BNTC) | COM NEW | 08205P209 | $783.1K | 62,000 | 4.1% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $727.1K | 55,000 | 3.8% |
| Jasper Therapeutics Inc(JSPR) | COM NEW | 471871202 | $684.2K | 32,000 | 3.6% |
| Avadel Pharmaceuticals PLC | COM SHS | G29687103 | $672.6K | 64,000 | 3.5% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $672.0K | 10,600 | 3.5% |
| Bluebird BIO Inc(BLE0) | COM NEW | 09609G209 | $658.1K | 78,912 | 3.4% |
| Arcutis Biotherapeutics Inc(ARQT) | COM | 03969K108 | $645.0K | 46,300 | 3.4% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $446.4K | 57,750 | 2.3% |
| Seres Therapeutics Inc(MCRB1EUR) | COM | 81750R102 | $283.2K | 340,761 | 1.5% |
| Spruce Biosciences Inc | COM | 85209E109 | $31.5K | 75,000 | 0.2% |