Q1 2020 Holdings
Filed 2020-05-15 | 31 holdings | $333.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $100.3M | 6,909,374 | 30.1% |
| Caredx Inc(CDNA) | COM | 14167L103 | $58.1M | 2,660,716 | 17.4% |
| Akebia Therapeutics Inc(AKBA) | COM | 00972D105 | $54.0M | 7,121,283 | 16.2% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $40.5M | 3,432,232 | 12.1% |
| Axogen Inc(AXGN) | COM | 05463X106 | $37.1M | 3,566,054 | 11.1% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $32.8M | 2,020,002 | 9.8% |
| Adma Biologics Inc(ADMA) | COM | 000899104 | $9.7M | 3,383,290 | 2.9% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $137.9K | 7,180,700 | 0.0% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $128.0K | 1,350,360 | 0.0% |
| Chemocentryx Inc(CCXIEUR) | COM | 16383L106 | $92.3K | 2,297,779 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $80.5K | 823,165 | 0.0% |
| Kadmon Hldgs Inc(KDMN) | COM | 48283N106 | $65.4K | 15,608,948 | 0.0% |
| Omeros Corp(OMER) | COM | 682143102 | $59.9K | 4,479,872 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $51.3K | 3,304,918 | 0.0% |
| Uniqure NV(QURE) | SHS | N90064101 | $49.0K | 1,032,636 | 0.0% |
| Assembly Biosciences Inc | COM | 045396108 | $47.1K | 3,175,535 | 0.0% |
| Principia Biopharma Inc(PRNB) | COM | 74257L108 | $41.0K | 689,718 | 0.0% |
| Kiniksa Pharmaceuticals LTD | COM CL A | G5269C101 | $34.7K | 2,240,779 | 0.0% |
| Aptose Biosciences Inc | COM NEW | 03835T200 | $34.4K | 5,796,482 | 0.0% |
| Retrophin Inc | COM | 761299106 | $33.8K | 2,314,421 | 0.0% |
| Krystal Biotech Inc(KRYS) | COM | 501147102 | $28.3K | 654,586 | 0.0% |
| Intra Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $25.4K | 1,654,600 | 0.0% |
| Xenon Pharmaceuticals Inc(XENE) | COM | 98420N105 | $22.4K | 1,979,669 | 0.0% |
| Liminal Biosciences Inc | COM | 53272L103 | $22.0K | 3,287,311 | 0.0% |
| Bellus Health Inc New(BLU) | COM NEW | 07987C204 | $15.9K | 1,597,503 | 0.0% |
| Oxford Immunotec Global PLC | ORD SHS | G6855A103 | $11.5K | 1,244,460 | 0.0% |
| Iveric BIO Inc(OPHTEUR) | COM | 46583P102 | $10.8K | 3,150,565 | 0.0% |
| Axovant Gene Therapies LTD | COM | G0750W203 | $8.9K | 3,653,303 | 0.0% |
| Ovid Therapeutics Inc(OVID) | COM | 690469101 | $7.7K | 2,580,878 | 0.0% |
| Biotelemetry Inc(BEATEUR) | COM | 090672106 | $1.9K | 49,219 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $268 | 10,000 | 0.0% |