Q1 2022 Holdings
Filed 2022-05-16 | 30 holdings | $73.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bicycle Therapeutics PLC(BCYC) | SPONSORED ADS | 088786108 | $24.2M | 550,592 | 32.9% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $23.9M | 650,000 | 32.6% |
| Aclaris Therapeutics Inc(ACRS) | COM | 00461U105 | $16.2M | 942,445 | 22.1% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $5.1M | 4,761,905 | 6.9% |
| Acumen Pharmaceuticals Inc(ABOS) | COM | 00509G209 | $3.6M | 928,282 | 4.9% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $29.5K | 1,300,000 | 0.0% |
| Xenon Pharmaceuticals Inc(XENE) | COM | 98420N105 | $28.1K | 920,000 | 0.0% |
| Travere Therapeutics Inc(TVTX) | COM | 89422G107 | $26.0K | 1,010,000 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $24.1K | 155,000 | 0.0% |
| Chinook Therapeutics Inc(290A) | COM | 16961L106 | $23.3K | 1,423,682 | 0.0% |
| Galapagos NV(GLPG) | SPON ADR | 36315X101 | $22.3K | 360,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $22.2K | 85,000 | 0.0% |
| Vaxcyte Inc(PCVX) | COM | 92243G108 | $21.4K | 885,153 | 0.0% |
| Relmada Therapeutics Inc(RLMD) | COM | 75955J402 | $21.3K | 790,000 | 0.0% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $17.3K | 700,000 | 0.0% |
| Point Biopharma Global Inc | COM | 730541109 | $16.4K | 2,060,000 | 0.0% |
| Kalvista Pharmaceuticals Inc(KALV) | COM | 483497103 | $12.9K | 874,197 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $12.0K | 4,000,000 | 0.0% |
| Kiniksa Pharmaceuticals LTD | COM CL A | G5269C101 | $11.1K | 1,118,067 | 0.0% |
| Tricida Inc(1T7) | COM | 89610F101 | $10.3K | 1,250,000 | 0.0% |
| Avidity Biosciences Inc(RNA) | COM | 05370A108 | $9.2K | 500,000 | 0.0% |
| Silence Therapeutics PLC(SLN) | ADS | 82686Q101 | $8.4K | 444,443 | 0.0% |
| Urogen Pharma LTD(URGN) | COM | M96088105 | $7.6K | 873,424 | 0.0% |
| Pieris Pharmaceuticals Inc | COM | 720795103 | $6.7K | 2,199,076 | 0.0% |
| Ventyx Biosciences Inc(VTYX) | COM | 92332V107 | $4.6K | 336,334 | 0.0% |
| Magenta Therapeutics Inc | COM | 55910K108 | $3.4K | 1,170,000 | 0.0% |
| Cincor Pharma Inc | COM | 17240Y109 | $1.4K | 79,670 | 0.0% |
| Nektar Therapeutics(NKTREUR)Call | COM | 640268108 | $539 | 100,000 | 0.0% |
| Passage BIO Inc | COM | 702712100 | $353 | 113,900 | 0.0% |
| Rafael Hldgs Inc(RFL) | COM CL B | 75062E106 | $304 | 121,000 | 0.0% |