Q2 2019 Holdings
Filed 2019-08-13 | 22 holdings | $72.9M | 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 | $28.3M | 245,424 | 38.8% |
| Alector, Inc.(ALEC) | COM | 014442107 | $21.7M | 1,143,462 | 29.8% |
| Cytokinetics Incorporated(CYTK) | COM NEW | 23282W605 | $21.4M | 1,898,970 | 29.3% |
| Arbutus Biopharma Corporation(ABUS) | COM | 03879J100 | $1.3M | 608,151 | 1.7% |
| Turning Point Therapeutics, Inc. | COM | 90041T108 | $74.5K | 1,830,265 | 0.1% |
| Insmed Incorporated(INSM) | COM | 457669307 | $40.0K | 1,561,185 | 0.1% |
| Biohaven Pharmaceutical Holding Company Ltd.(BHVN) | COM | G11196105 | $18.8K | 429,690 | 0.0% |
| CymaBay Therapeutics, Inc.(CBAYUSD) | COM | 23257D103 | $18.4K | 2,571,258 | 0.0% |
| Replimune Group, Inc.(REPL) | COM | 76029N106 | $18.0K | 1,228,656 | 0.0% |
| OptiNose, Inc. | COM | 68404V100 | $17.9K | 2,522,189 | 0.0% |
| Aerie Pharmaceuticals, Inc.(AERIEUR) | COM | 00771V108 | $17.7K | 600,000 | 0.0% |
| Voyager Therapeutics, Inc.(VYGR) | COM | 92915B106 | $14.6K | 536,771 | 0.0% |
| Myokardia, Inc. | COM | 62857M105 | $12.9K | 257,452 | 0.0% |
| Rhythm Pharmaceuticals, Inc.(RYTM) | COM | 76243J105 | $10.3K | 469,482 | 0.0% |
| The Medicines Company | COM | 584688105 | $9.1K | 249,672 | 0.0% |
| NGM Biopharmaceuticals, Inc.(NGMUSD) | COM | 62921N105 | $6.9K | 471,269 | 0.0% |
| Veracyte, Inc.(VCYT) | COM | 92337F107 | $5.7K | 200,000 | 0.0% |
| Immunomedics, Inc.(IMMU) | COM | 452907108 | $5.4K | 385,751 | 0.0% |
| Si-Bone, Inc.(SIBN) | COM | 825704109 | $4.2K | 205,621 | 0.0% |
| Aerie Pharmaceuticals, Inc.(AERIEUR)Put | COM | 00771V108 | $3.0K | 100,500 | 0.0% |
| Aerie Pharmaceuticals, Inc.(AERIEUR)Call | COM | 00771V108 | $3.0K | 100,500 | 0.0% |
| Kiniksa Pharmaceuticals, Ltd. | Class A Common | G5269C101 | $866 | 63,922 | 0.0% |