Q4 2022 Holdings
Filed 2023-02-14 | 21 holdings | $566.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iveric BIO Inc(OPHTEUR) | COMM | 46583P102 | $110.1M | 5,141,118 | 19.4% |
| Madrigal Pharmaceuticals Inc(MDGL) | COMM | 558868105 | $83.6M | 288,054 | 14.8% |
| Cogent Biosciences Inc(COGT) | COMM | 19240Q201 | $42.0M | 3,631,042 | 7.4% |
| Cymabay Therapeutics Inc(CBAYUSD) | COMM | 23257D103 | $37.0M | 5,905,400 | 6.5% |
| Geron Corp(GERN) | COMM | 374163103 | $36.8M | 15,187,073 | 6.5% |
| Silence Therapeutics PLC(SLN) | ADRS | 82686Q101 | $32.1M | 2,104,875 | 5.7% |
| Aerovate Therapeutics Inc | COMM | 008064107 | $31.7M | 1,081,274 | 5.6% |
| Viridian Therapeutics, Inc(VRDN) | COMM | 92790C104 | $28.7M | 983,610 | 5.1% |
| Ventyx Biosciences, Inc(VTYX) | COMM | 92332V107 | $25.8M | 787,231 | 4.6% |
| Kalvista Pharmaceuticals, Inc(KALV) | COMM | 483497103 | $23.0M | 3,395,495 | 4.1% |
| Vectivbio Holding AG | COMM | H9060V101 | $20.2M | 2,333,300 | 3.6% |
| Aclaris Therapeutics Inc(ACRS) | COMM | 00461U105 | $18.0M | 1,144,939 | 3.2% |
| Kura Oncology Inc(KURA) | COMM | 50127T109 | $17.7M | 1,423,642 | 3.1% |
| Immunovant, Inc(IMVT) | COMM | 45258J102 | $15.2M | 854,853 | 2.7% |
| Tyra Biosciences Inc(TYRA) | COMM | 90240B106 | $15.1M | 1,989,103 | 2.7% |
| Moonlake Immunotherapeutics(MLTX) | COMM | 61559X104 | $10.5M | 1,000,000 | 1.9% |
| Entrada Therapeutics Inc(TRDA) | COMM | 29384C108 | $7.9M | 584,955 | 1.4% |
| Merus BV | COMM | N5749R100 | $4.6M | 300,000 | 0.8% |
| Cabaletta BIO, Inc(CABA) | COMM | 12674W109 | $4.5M | 486,795 | 0.8% |
| Alpine Immune Sciences Inc(NVLSEUR) | COMM | 02083G100 | $1.9M | 253,069 | 0.3% |
| Elevation Oncology Inc | COMM | 28623U101 | $274.0K | 288,390 | 0.0% |