Q4 2020 Holdings
Filed 2021-02-12 | 25 holdings | $22.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $8.2M | 1,105,673 | 36.6% |
| Cytokinetics Inc(CYTK) | COM | 23282W605 | $5.1M | 246,036 | 22.7% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $4.7M | 336,384 | 20.7% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $3.2M | 224,129 | 14.0% |
| Black Diamond Therapeutics I(BDTX) | COM | 09203E105 | $1.1M | 34,891 | 5.0% |
| Autolus Therapeutics PLC(AUTL) | SPON ADS | 05280R100 | $134.0K | 15,006 | 0.6% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $10.1K | 930,467 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $9.8K | 161,083 | 0.0% |
| Neogenomics Inc(NEO) | COM | 64049M209 | $9.6K | 178,777 | 0.0% |
| Iveric BIO Inc(OPHTEUR) | COM | 46583P102 | $9.6K | 1,388,136 | 0.0% |
| Protalix Biotherapeutics Inc(PLX) | COM | 74365A309 | $9.0K | 2,470,332 | 0.0% |
| Turning Point Therapeutics I | COM | 90041T108 | $8.8K | 72,484 | 0.0% |
| MEI Pharma Inc | COM | 55279B202 | $8.5K | 3,205,938 | 0.0% |
| Y-Mabs Therapeutics Inc(YMABUSD) | COM | 984241109 | $5.7K | 114,962 | 0.0% |
| Insmed Inc(INSM) | COM | 457669307 | $5.1K | 154,562 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $4.7K | 81,357 | 0.0% |
| Frequency Therapeutics Inc | COM | 35803L108 | $4.4K | 124,650 | 0.0% |
| ADC Therapeutics SA(ADCT) | SHS | H0036K147 | $4.0K | 125,850 | 0.0% |
| Inozyme Pharma Inc | COM | 45790W108 | $3.5K | 170,796 | 0.0% |
| Intellia Therapeutics Inc(NTLA) | COM | 45826J105 | $3.5K | 64,079 | 0.0% |
| Fulcrum Therapeutics Inc(FULC) | COM | 359616109 | $3.2K | 271,926 | 0.0% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $2.8K | 161,628 | 0.0% |
| Merus N V | COM | N5749R100 | $2.3K | 130,683 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $2.1K | 117,708 | 0.0% |
| Avrobio Inc | COM | 05455M100 | $2.0K | 145,715 | 0.0% |