Q3 2019 Holdings
Filed 2019-11-14 | 32 holdings | $491.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $398.0M | 4,132,442 | 81.0% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $35.8M | 1,663,512 | 7.3% |
| Crinetics Pharmaceuticals Inc(CRNX) | COM | 22663K107 | $28.2M | 1,875,209 | 5.7% |
| Alector Inc(ALEC) | COM | 014442107 | $14.4M | 1,000,000 | 2.9% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $13.4M | 664,385 | 2.7% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $159.6K | 7,775,207 | 0.0% |
| Synthorx Inc | COM | 87167A103 | $158.2K | 9,724,598 | 0.0% |
| RA Pharmaceuticals Inc | COM | 74933V108 | $114.9K | 4,858,260 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $90.5K | 2,260,751 | 0.0% |
| Eidos Therapeutics Inc(EIDXGBP) | COM | 28249H104 | $77.8K | 2,162,671 | 0.0% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $73.9K | 3,422,312 | 0.0% |
| Satsuma Pharmaceuticals Inc | COM | 80405P107 | $70.3K | 4,681,858 | 0.0% |
| Orchard Therapeutics PLC | ADS | 68570P101 | $62.1K | 5,224,475 | 0.0% |
| Solid Biosciences Inc | COM | 83422E105 | $47.3K | 4,571,164 | 0.0% |
| Retrophin Inc | COM | 761299106 | $46.2K | 3,987,560 | 0.0% |
| Prevail Therapeutics Inc | COM | 74140Y101 | $41.3K | 3,363,605 | 0.0% |
| TG Therapeutics Inc(TGTX) | COM | 88322Q108 | $38.6K | 6,880,323 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $35.3K | 2,456,669 | 0.0% |
| Myovant Sciences LTD | COM | G637AM102 | $32.1K | 6,166,875 | 0.0% |
| Stoke Therapeutics Inc(STOK) | COM | 86150R107 | $24.1K | 1,119,963 | 0.0% |
| Scpharmaceuticals Inc(SCPH) | COM | 810648105 | $19.1K | 3,247,005 | 0.0% |
| Kala Pharmaceuticals Inc | COM | 483119103 | $17.3K | 4,537,478 | 0.0% |
| Precision Biosciences Inc | COM | 74019P108 | $15.5K | 1,842,366 | 0.0% |
| Kodiak Sciences Inc(KOD) | COM | 50015M109 | $14.7K | 1,025,165 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $11.5K | 429,399 | 0.0% |
| Dynavax Technologies Corp(DVAX) | COM NEW | 268158201 | $8.5K | 2,365,912 | 0.0% |
| IGM Biosciences Inc(1K0) | COM | 449585108 | $8.3K | 466,368 | 0.0% |
| X4 Pharmaceuticals Inc(ASNSUSD) | COM | 98420X103 | $6.1K | 478,107 | 0.0% |
| Odonate Therapeutics Inc | COM | 676079106 | $5.2K | 200,000 | 0.0% |
| Chimerix Inc(CMRXEUR) | COM | 16934W106 | $4.2K | 1,782,202 | 0.0% |
| Essa Pharma Inc(EPIEUR) | COM NEW | 29668H708 | $3.4K | 1,000,000 | 0.0% |
| Senseonics Hldgs Inc(SENS1GBP) | COM | 81727U105 | $2.7K | 2,727,273 | 0.0% |