Q4 2018 Holdings
Filed 2019-02-14 | 25 holdings | $449.5M | 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 | $265.7M | 4,240,536 | 59.1% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $86.0M | 10,660,349 | 19.1% |
| Crinetics Pharmaceuticals Inc(CRNX) | COM | 22663K107 | $56.2M | 1,875,209 | 12.5% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $40.3M | 3,138,412 | 9.0% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $315.8K | 7,512,049 | 0.1% |
| Synthorx Inc | COM | 87167A103 | $169.0K | 9,724,598 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $86.9K | 2,382,168 | 0.0% |
| Orchard Therapeutics PLC | ADS | 68570P101 | $76.2K | 4,845,933 | 0.0% |
| Inflarx NV(IFRX) | COM | N44821101 | $75.8K | 2,085,089 | 0.0% |
| Solid Biosciences Inc | COM | 83422E105 | $72.1K | 2,689,444 | 0.0% |
| Myovant Sciences LTD | COM | G637AM102 | $60.9K | 3,711,549 | 0.0% |
| Eidos Therapeutics Inc(EIDXGBP) | COM | 28249H104 | $59.2K | 2,162,671 | 0.0% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $52.4K | 1,950,332 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $43.1K | 3,021,466 | 0.0% |
| RA Pharmaceuticals Inc | COM | 74933V108 | $34.0K | 4,858,260 | 0.0% |
| TG Therapeutics Inc(TGTX) | COM | 88322Q108 | $33.6K | 8,198,337 | 0.0% |
| Kalvista Pharmaceuticals Inc(KALV) | COM | 483497103 | $28.5K | 1,441,070 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $28.2K | 2,558,357 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $26.3K | 2,456,669 | 0.0% |
| Eiger Biopharmaceuticals Inc(CLDNEUR) | COM | 28249U105 | $24.5K | 2,415,458 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $24.1K | 2,720,452 | 0.0% |
| Moderna Inc(MRNA) | COM | 60770K107 | $23.1K | 1,514,326 | 0.0% |
| Kala Pharmaceuticals Inc | COM | 483119103 | $22.2K | 4,537,478 | 0.0% |
| Scpharmaceuticals Inc(SCPH) | COM | 810648105 | $10.7K | 2,857,143 | 0.0% |
| Proteon Therapeutics Inc | COM | 74371L109 | $3.0K | 1,337,462 | 0.0% |