Q1 2023 Holdings
Filed 2023-05-15 | 22 holdings | $513.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iveric BIO Inc(OPHTEUR) | COMM | 46583P102 | $125.1M | 5,141,118 | 24.4% |
| Cogent Biosciences Inc(COGT) | COMM | 19240Q201 | $39.2M | 3,631,042 | 7.6% |
| Geron Corp(GERN) | COMM | 374163103 | $38.6M | 17,765,213 | 7.5% |
| Madrigal Pharmaceuticals Inc(MDGL) | COMM | 558868105 | $36.3M | 149,917 | 7.1% |
| Tyra Biosciences Inc(TYRA) | COMM | 90240B106 | $32.0M | 1,989,103 | 6.2% |
| Ventyx Biosciences, Inc(VTYX) | COMM | 92332V107 | $27.3M | 815,724 | 5.3% |
| Kalvista Pharmaceuticals, Inc(KALV) | COMM | 483497103 | $26.7M | 3,395,495 | 5.2% |
| Cymabay Therapeutics Inc(CBAYUSD) | COMM | 23257D103 | $26.6M | 3,048,257 | 5.2% |
| Vectivbio Holding AG | COMM | H9060V101 | $26.5M | 3,113,600 | 5.2% |
| Aerovate Therapeutics Inc | COMM | 008064107 | $21.8M | 1,081,274 | 4.3% |
| Dyne Therapeutics, Inc(DYN) | COMM | 26818M108 | $19.0M | 1,650,150 | 3.7% |
| Kura Oncology Inc(KURA) | COMM | 50127T109 | $17.4M | 1,423,642 | 3.4% |
| Viridian Therapeutics, Inc(VRDN) | COMM | 92790C104 | $16.9M | 663,610 | 3.3% |
| Silence Therapeutics PLC(SLN) | ADS | 82686Q101 | $13.1M | 2,104,875 | 2.5% |
| Immunovant, Inc(IMVT) | COMM | 45258J102 | $10.2M | 654,853 | 2.0% |
| Entrada Therapeutics Inc(TRDA) | COMM | 29384C108 | $8.5M | 584,955 | 1.7% |
| Structure Therapeutics Inc(GPCR) | SPONSORED ADS | 86366E106 | $8.3M | 350,000 | 1.6% |
| Merus BV | COMM | N5749R100 | $5.5M | 300,000 | 1.1% |
| Aclaris Therapeutics Inc(ACRS) | COMM | 00461U105 | $4.3M | 529,839 | 0.8% |
| Cabaletta BIO, Inc(CABA) | COMM | 12674W109 | $4.0M | 486,795 | 0.8% |
| C4 Therapeutics, Inc.(CCCC) | COMM | 12529R107 | $3.9M | 1,250,000 | 0.8% |
| Alpine Immune Sciences Inc(NVLSEUR) | COMM | 02083G100 | $2.0M | 253,069 | 0.4% |