Q1 2018 Holdings
Filed 2018-05-15 | 32 holdings | $187.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ascendis Pharma(ASND) | SPONSORED ADR | 04351P101 | $119.2M | 1,822,575 | 63.5% |
| Arcus Biosciences ORD(RCUS) | COM | 03969F109 | $34.5M | 2,236,387 | 18.4% |
| Agios Pharmaceuticals ORD(AGIO) | COM | 00847X104 | $14.1M | 172,952 | 7.5% |
| Akebia Therapeutics ORD(AKBA) | COM | 00972D105 | $13.6M | 1,425,000 | 7.2% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $5.4M | 469,700 | 2.9% |
| Assembly Biosciences Inc | COM | 045396108 | $144.6K | 2,943,165 | 0.1% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $92.5K | 2,002,437 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM | 46333X108 | $90.8K | 5,885,583 | 0.0% |
| Kura Oncology Inc(KURA) | COM | 50127T109 | $70.6K | 3,766,852 | 0.0% |
| Wave Life Sciences LTD(WVE) | COM | Y95308105 | $58.5K | 1,459,072 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $49.8K | 3,049,312 | 0.0% |
| Dicerna Pharmaceuticals ORD(DRNAUSD) | COM | 253031108 | $45.5K | 4,764,447 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $36.5K | 1,450,606 | 0.0% |
| Celgene CorporationCall | COM | 151020904 | $34.3K | 385,000 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $23.4K | 1,056,348 | 0.0% |
| Five Prime Therapeutics ORD(FPRX) | COM | 33830X104 | $21.3K | 1,240,470 | 0.0% |
| Urogen Pharma ORD(URGN) | COM | M96088105 | $20.0K | 402,300 | 0.0% |
| Fibrogen IncCall | COM | 31572Q908 | $15.0K | 325,000 | 0.0% |
| Immune Design Corp | COM | 45252L103 | $14.4K | 4,437,600 | 0.0% |
| Achillion Pharmaceuticals Inc(ACHNEUR) | COM | 00448Q201 | $13.6K | 3,668,307 | 0.0% |
| Dova Pharmaceuticals ORD(DOVA) | COM | 25985T102 | $11.7K | 429,729 | 0.0% |
| Atyr Pharma Inc(LIFEUSD) | COM | 002120103 | $10.6K | 3,917,972 | 0.0% |
| DBV Technologies ADR REP 0.5 ORD | SPONSORED ADR | 23306J101 | $10.4K | 450,000 | 0.0% |
| Ironwood Pharmaceuticals IncCall | COM | 46333X908 | $10.3K | 667,800 | 0.0% |
| Protagonist Therapeutics ORD(PTGX) | COM | 74366E102 | $9.3K | 1,083,567 | 0.0% |
| Synlogic ORD | COM | 87166L100 | $6.6K | 700,000 | 0.0% |
| Denali Therapeutics Inc(DNLI) | COM | 24823R105 | $6.4K | 325,000 | 0.0% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $6.3K | 318,564 | 0.0% |
| Newlink Genetics CorpCall | COM | 651511907 | $4.1K | 560,000 | 0.0% |
| Kindred Biosciences Inc | COM | 494577109 | $2.2K | 248,680 | 0.0% |
| Geron ORD(GERN) | COM | 374163103 | $1.5K | 350,000 | 0.0% |