Q2 2021 Holdings
Filed 2021-08-16 | 22 holdings | $25.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $13.7M | 864,916 | 53.6% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $5.6M | 294,620 | 21.8% |
| Cytokinetics Inc(CYTK) | COM | 23282W605 | $4.8M | 244,673 | 19.0% |
| Black Diamond Therapeutics I(BDTX) | COM | 09203E105 | $1.3M | 110,447 | 5.3% |
| Intellia Therapeutics Inc(NTLA) | COM | 45826J105 | $10.3K | 63,634 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $7.0K | 836,802 | 0.0% |
| Essa Pharma Inc(EPIEUR) | COM NEW | 29668H708 | $6.8K | 237,442 | 0.0% |
| Neogenomics Inc(NEO) | COM | 64049M209 | $6.7K | 147,921 | 0.0% |
| MEI Pharma Inc | COM | 55279B202 | $6.6K | 2,331,313 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $4.8K | 500,000 | 0.0% |
| Harmony Biosciences Hldgs in(HRMY) | COM | 413197104 | $4.2K | 150,000 | 0.0% |
| Inozyme Pharma Inc | COM | 45790W108 | $4.1K | 242,517 | 0.0% |
| Y-Mabs Therapeutics Inc(YMABUSD) | COM | 984241109 | $3.9K | 114,454 | 0.0% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $3.6K | 205,866 | 0.0% |
| ADC Therapeutics SA(ADCT) | SHS | H0036K147 | $3.0K | 124,875 | 0.0% |
| Verastem Inc | COM | 92337C104 | $2.9K | 705,585 | 0.0% |
| Merus N V | COM | N5749R100 | $2.8K | 130,683 | 0.0% |
| Geron Corp(GERN) | COM | 374163103 | $2.7K | 1,912,673 | 0.0% |
| Avrobio Inc | COM | 05455M100 | $2.2K | 244,920 | 0.0% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $1.6K | 50,000 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $1.0K | 47,708 | 0.0% |
| Turning Point Therapeutics I | COM | 90041T108 | $169 | 2,164 | 0.0% |