Q1 2019 Holdings
Filed 2019-05-15 | 29 holdings | $698.3M | 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 | $486.4M | 4,132,442 | 69.6% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $70.5M | 8,659,983 | 10.1% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $46.9M | 3,293,789 | 6.7% |
| Crinetics Pharmaceuticals Inc(CRNX) | COM | 22663K107 | $42.7M | 1,875,209 | 6.1% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $31.6M | 2,138,412 | 4.5% |
| Alector Inc(ALEC) | COM | 014442107 | $18.7M | 1,000,000 | 2.7% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $302.1K | 7,775,207 | 0.0% |
| Synthorx Inc | COM | 87167A103 | $198.1K | 9,724,598 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $131.0K | 2,382,168 | 0.0% |
| RA Pharmaceuticals Inc | COM | 74933V108 | $108.8K | 4,858,260 | 0.0% |
| Inflarx NV(IFRX) | COM | N44821101 | $106.2K | 2,810,708 | 0.0% |
| Orchard Therapeutics PLC | ADS | 68570P101 | $91.3K | 5,108,330 | 0.0% |
| Eidos Therapeutics Inc(EIDXGBP) | COM | 28249H104 | $91.1K | 2,162,671 | 0.0% |
| Myovant Sciences LTD | COM | G637AM102 | $84.6K | 3,544,227 | 0.0% |
| TG Therapeutics Inc(TGTX) | COM | 88322Q108 | $65.9K | 8,198,337 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $61.1K | 384,001 | 0.0% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $51.7K | 1,884,782 | 0.0% |
| Kalvista Pharmaceuticals Inc(KALV) | COM | 483497103 | $41.2K | 1,441,070 | 0.0% |
| Kala Pharmaceuticals Inc | COM | 483119103 | $37.5K | 4,537,478 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $37.3K | 2,563,657 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $36.0K | 2,456,669 | 0.0% |
| Eiger Biopharmaceuticals Inc(CLDNEUR) | COM | 28249U105 | $33.8K | 2,415,458 | 0.0% |
| Precision Biosciences Inc | COM | 74019P108 | $33.1K | 1,842,366 | 0.0% |
| Moderna Inc(MRNA) | COM | 60770K107 | $30.8K | 1,513,929 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $24.8K | 2,610,510 | 0.0% |
| Solid Biosciences Inc | COM | 83422E105 | $24.7K | 2,689,444 | 0.0% |
| Shockwave MED Inc(SWAVUSD) | COM | 82489T104 | $16.6K | 495,608 | 0.0% |
| Scpharmaceuticals Inc(SCPH) | COM | 810648105 | $8.6K | 2,857,143 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $6.0K | 363,051 | 0.0% |