Q3 2020 Holdings
Filed 2020-11-13 | 27 holdings | $15.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cytokinetics Inc(CYTK) | COM | 23282W605 | $5.7M | 264,859 | 37.9% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $5.3M | 362,383 | 35.3% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $3.8M | 241,278 | 25.0% |
| Autolus Therapeutics PLC(AUTL) | SPON ADS | 05280R100 | $175.0K | 15,006 | 1.2% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $12.0K | 1,002,528 | 0.1% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $11.5K | 332,546 | 0.1% |
| MEI Pharma Inc | COM | 55279B202 | $9.5K | 3,039,038 | 0.1% |
| Iveric BIO Inc(OPHTEUR) | COM | 46583P102 | $8.4K | 1,495,515 | 0.1% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $8.1K | 173,545 | 0.1% |
| Orthopediatrics Corp(KIDS) | COM | 68752L100 | $7.9K | 171,607 | 0.1% |
| Neogenomics Inc(NEO) | COM | 64049M209 | $7.1K | 192,671 | 0.0% |
| Turning Point Therapeutics I | COM | 90041T108 | $6.8K | 78,118 | 0.0% |
| Insmed Inc(INSM) | COM | 457669307 | $5.3K | 165,400 | 0.0% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $4.9K | 330,549 | 0.0% |
| Y-Mabs Therapeutics Inc(YMABUSD) | COM | 984241109 | $4.7K | 123,025 | 0.0% |
| ADC Therapeutics SA(ADCT) | SHS | H0036K147 | $4.5K | 134,912 | 0.0% |
| Assembly Biosciences Inc | COM | 045396108 | $3.3K | 200,000 | 0.0% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $3.2K | 116,405 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $2.6K | 228,597 | 0.0% |
| Frequency Therapeutics Inc | COM | 35803L108 | $2.6K | 134,141 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $2.3K | 76,804 | 0.0% |
| Fulcrum Therapeutics Inc(FULC) | COM | 359616109 | $2.3K | 291,645 | 0.0% |
| Tricida Inc(1T7) | COM | 89610F101 | $1.7K | 188,182 | 0.0% |
| Merus N V | COM | N5749R100 | $1.7K | 140,176 | 0.0% |
| Zogenix Inc | COM | 98978L204 | $703 | 39,189 | 0.0% |
| Aduro Biotech Inc(ADROEUR) | COM | 00739L101 | $330 | 135,898 | 0.0% |
| Calliditas Therapeutics AB | SPONSERED ADS | 13124Q106 | $265 | 11,034 | 0.0% |