Q3 2018 Holdings
Filed 2018-11-14 | 26 holdings | $474.0M | 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 | $300.5M | 4,240,536 | 63.4% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $70.5M | 9,234,692 | 14.9% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $52.9M | 3,138,412 | 11.2% |
| Crinetics Pharmaceuticals Inc(CRNX) | COM | 22663K107 | $48.7M | 1,701,017 | 10.3% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $375.6K | 7,512,049 | 0.1% |
| Solid Biosciences Inc | COM | 83422E105 | $126.9K | 2,689,444 | 0.0% |
| Endocyte Inc | COM | 29269A102 | $110.0K | 6,196,143 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $93.2K | 1,878,768 | 0.0% |
| Myovant Sciences LTD | COM | G637AM102 | $91.6K | 3,451,859 | 0.0% |
| RA Pharmaceuticals Inc | COM | 74933V108 | $69.7K | 3,851,808 | 0.0% |
| Inflarx NV(IFRX) | COM | N44821101 | $67.5K | 1,967,848 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $65.0K | 3,119,778 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $60.0K | 3,933,489 | 0.0% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $56.9K | 1,950,332 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $49.6K | 350,933 | 0.0% |
| TG Therapeutics Inc(TGTX) | COM | 88322Q108 | $45.9K | 8,198,337 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $41.0K | 1,558,357 | 0.0% |
| Kalvista Pharmaceuticals Inc(KALV) | COM | 483497103 | $31.9K | 1,441,070 | 0.0% |
| Eidos Therapeutics Inc(EIDXGBP) | COM | 28249H104 | $21.6K | 2,162,671 | 0.0% |
| Kala Pharmaceuticals Inc | COM | 483119103 | $20.9K | 2,113,236 | 0.0% |
| Progenics Pharmaceuticals Inc | COM | 743187106 | $19.0K | 3,030,303 | 0.0% |
| Scpharmaceuticals Inc(SCPH) | COM | 810648105 | $16.8K | 2,857,143 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $16.0K | 900,000 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $12.6K | 1,121,153 | 0.0% |
| Glycomimetics Inc(GLYCEUR) | COM | 38000Q102 | $3.7K | 253,547 | 0.0% |
| Proteon Therapeutics Inc | COM | 74371L109 | $2.6K | 1,337,462 | 0.0% |