Q1 2025 Holdings
Filed 2025-05-15 | 16 holdings | $479.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liquidia Corporation(LQDA) | COM NEW | 53635D202 | $119.7M | 8,118,592 | 25.0% |
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $91.2M | 1,436,878 | 19.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $56.3M | 1,525,730 | 11.8% |
| Mineralys Therapeutics Inc(MLYS) | COM | 603170101 | $34.1M | 2,149,667 | 7.1% |
| Evolus Inc(EOLS) | COM | 30052C107 | $32.9M | 2,731,154 | 6.9% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $24.3M | 3,052,538 | 5.1% |
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $23.3M | 3,107,669 | 4.9% |
| Anika Therapeutics Inc(ANIK) | COM | 035255108 | $21.6M | 1,435,130 | 4.5% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $20.5M | 701,280 | 4.3% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $16.4M | 465,000 | 3.4% |
| Merus N V | COM | N5749R100 | $15.9M | 376,954 | 3.3% |
| Y-Mabs Therapeutics Inc(YMABUSD) | COM | 984241109 | $10.4M | 2,342,609 | 2.2% |
| Abivax SA(ABVX) | SPONSORED ADS | 00370M103 | $7.9M | 1,269,119 | 1.7% |
| Verrica Pharmaceuticals Inc | COM | 92511W108 | $4.0M | 8,992,954 | 0.8% |
| Rezolute Inc(RZLT) | COM NEW | 76200L309 | $409.8K | 141,309 | 0.1% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $232.5K | 25,000 | 0.0% |