Q4 2019 Holdings
Filed 2020-02-14 | 34 holdings | $878.1M | 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 | $582.3M | 4,185,342 | 66.3% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $150.9M | 3,672,872 | 17.2% |
| Crinetics Pharmaceuticals Inc(CRNX) | COM | 22663K107 | $47.0M | 1,875,209 | 5.4% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $40.2M | 5,358,863 | 4.6% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $38.0M | 367,816 | 4.3% |
| Alector Inc(ALEC) | COM | 014442107 | $17.2M | 1,000,000 | 2.0% |
| Synthorx Inc | COM | 87167A103 | $679.7K | 9,724,598 | 0.1% |
| RA Pharmaceuticals Inc | COM | 74933V108 | $228.0K | 4,858,260 | 0.0% |
| Chemocentryx Inc(CCXIEUR) | COM | 16383L106 | $126.5K | 3,199,389 | 0.0% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $124.5K | 5,422,312 | 0.0% |
| Eidos Therapeutics Inc(EIDXGBP) | COM | 28249H104 | $124.1K | 2,162,671 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $117.9K | 2,260,751 | 0.0% |
| Phathom Pharmaceuticals Inc(PHAT) | COM | 71722W107 | $113.6K | 3,646,808 | 0.0% |
| TG Therapeutics Inc(TGTX) | COM | 88322Q108 | $109.7K | 9,880,323 | 0.0% |
| Satsuma Pharmaceuticals Inc | COM | 80405P107 | $92.1K | 4,681,858 | 0.0% |
| Orchard Therapeutics PLC | ADS | 68570P101 | $87.9K | 6,389,901 | 0.0% |
| 89Bio Inc(ETNBGBP) | COM | 282559103 | $83.1K | 3,161,214 | 0.0% |
| Forty Seven Inc(FTSVEUR) | COM | 34983P104 | $76.1K | 1,933,250 | 0.0% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $62.3K | 7,775,207 | 0.0% |
| Retrophin Inc | COM | 761299106 | $60.4K | 4,252,453 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $54.0K | 902,383 | 0.0% |
| Prevail Therapeutics Inc | COM | 74140Y101 | $53.2K | 3,363,605 | 0.0% |
| IGM Biosciences Inc(1K0) | COM | 449585108 | $37.5K | 982,723 | 0.0% |
| Stoke Therapeutics Inc(STOK) | COM | 86150R107 | $31.7K | 1,119,963 | 0.0% |
| Relmada Therapeutics Inc(RLMD) | COM | 75955J402 | $29.7K | 761,666 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $28.5K | 1,445,801 | 0.0% |
| Solid Biosciences Inc | COM | 83422E105 | $20.3K | 4,571,164 | 0.0% |
| Scpharmaceuticals Inc(SCPH) | COM | 810648105 | $18.4K | 3,247,005 | 0.0% |
| Kala Pharmaceuticals Inc | COM | 483119103 | $16.7K | 4,537,478 | 0.0% |
| Galera Therapeutics Inc(GRTX) | COM | 36338D108 | $13.9K | 1,054,178 | 0.0% |
| Dynavax Technologies Corp(DVAX) | COM NEW | 268158201 | $13.5K | 2,365,912 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $10.3K | 429,399 | 0.0% |
| Essa Pharma Inc(EPIEUR) | COM NEW | 29668H708 | $5.5K | 1,000,000 | 0.0% |
| X4 Pharmaceuticals Inc(ASNSUSD) | COM | 98420X103 | $2.9K | 270,292 | 0.0% |