Q3 2024 Holdings
Filed 2024-11-14 | 12 holdings | $315.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liquidia Corporation(LQDA) | COM NEW | 53635D202 | $81.2M | 8,118,592 | 25.7% |
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $41.3M | 1,436,878 | 13.1% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $39.6M | 1,525,730 | 12.6% |
| Evolus Inc(EOLS) | COM | 30052C107 | $35.5M | 2,193,488 | 11.3% |
| Anika Therapeutics Inc(ANIK) | COM | 035255108 | $35.4M | 1,435,130 | 11.2% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $25.8M | 579,717 | 8.2% |
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $19.6M | 2,583,585 | 6.2% |
| Y-Mabs Therapeutics Inc(YMABUSD) | COM | 984241109 | $15.7M | 1,195,253 | 5.0% |
| Mineralys Therapeutics Inc(MLYS) | COM | 603170101 | $11.9M | 981,155 | 3.8% |
| I MAB(NBP) | SPONSORED ADS | 44975P103 | $4.3M | 3,499,330 | 1.4% |
| Enanta Pharmaceuticals Inc(ENTA) | COM | 29251M106 | $3.3M | 322,453 | 1.1% |
| Outlook Therapeutics Inc(OTLK) | COM | 69012T305 | $1.7M | 318,699 | 0.5% |