Q4 2018 Holdings
Filed 2019-02-14 | 47 holdings | $60.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Codexis Inc(CDXS) | COM | 192005106 | $29.2M | 1,750,000 | 48.3% |
| Axogen Inc(AXGN) | COM | 05463X106 | $26.6M | 1,300,000 | 43.9% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $3.2M | 195,000 | 5.2% |
| Collegium Pharmaceuticals Inc(COLL) | COM | 19459J104 | $1.4M | 80,000 | 2.3% |
| Loxo Oncology Inc | COM | 548862101 | $24.5K | 175,000 | 0.0% |
| Amarin Corp PLC | SPONSORED ADR | 023111206 | $17.0K | 1,250,000 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $16.2K | 300,000 | 0.0% |
| Imprimis Pharmaceuticals Inc | COM | 45323A201 | $9.8K | 1,722,000 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $9.3K | 200,000 | 0.0% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $7.1K | 340,000 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $6.9K | 1,125,000 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $6.5K | 190,000 | 0.0% |
| Xencor Inc(XNCR) | COM | 98401F105 | $6.5K | 180,000 | 0.0% |
| Viking Therapeutics Inc(VKTX) | COM | 92686J106 | $6.3K | 825,000 | 0.0% |
| Strongbridge Biopharma PLC | COM | G85347105 | $6.2K | 1,390,000 | 0.0% |
| Cerecor Inc | COM | 15671L109 | $6.2K | 2,185,536 | 0.0% |
| Fennec Pharmaceuticals Inc(FENC) | COM | 31447P100 | $5.7K | 900,000 | 0.0% |
| Sangamo Biosciences Inc(SGMO) | COM | 800677106 | $5.7K | 500,000 | 0.0% |
| Cymabay Therapeutics Inc(CBAYUSD) | COM | 23257D103 | $5.7K | 725,000 | 0.0% |
| Polarityte Inc | COM | 731094108 | $5.4K | 400,000 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $5.3K | 250,000 | 0.0% |
| Chimerix Inc(CMRXEUR) | COM | 16934W106 | $5.2K | 2,020,000 | 0.0% |
| Xoma Corp del(XOMA) | COM NEW | 98419J206 | $5.1K | 400,000 | 0.0% |
| Immunogen Inc(IMGNEUR) | COM | 45253H101 | $4.9K | 1,021,000 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $3.6K | 275,000 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $3.6K | 150,000 | 0.0% |
| Abeona Therapeutics Inc(ABEO1EUR) | COM | 00289Y107 | $3.2K | 450,000 | 0.0% |
| Eton Pharmaceuticals Inc(ETON) | COM | 29772L108 | $3.2K | 523,000 | 0.0% |
| Tricida Inc(1T7) | COM | 89610F101 | $2.9K | 123,000 | 0.0% |
| Magenta Therapeutics Inc | COM | 55910K108 | $2.9K | 505,000 | 0.0% |
| Cidara Therapeutics Inc | COM | 171757107 | $2.8K | 1,200,000 | 0.0% |
| Avenue Therapeutics Inc | COM NEW | 05360L205 | $2.7K | 496,000 | 0.0% |
| TG Therapeutics Inc(TGTX) | COM | 88322Q108 | $2.3K | 550,000 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $2.0K | 100,000 | 0.0% |
| Eidos Therapeutics Inc(EIDXGBP) | COM | 28249H104 | $1.9K | 140,000 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $1.9K | 150,000 | 0.0% |
| Clementia Pharmaceuticals Inc | COM | 185575107 | $1.8K | 150,000 | 0.0% |
| Zymeworks Inc | COM | 98985W102 | $1.5K | 105,000 | 0.0% |
| Miragen Therapeutics Inc | COM | 60463E103 | $1.2K | 385,000 | 0.0% |
| CTI Biopharma Corp(CTIC1USD) | COM | 12648L601 | $1.0K | 1,400,000 | 0.0% |
| Protalix Biotherapeutics Inc | COM | 74365A101 | $777 | 2,500,000 | 0.0% |
| Odonate Therapeutics Inc | COM | 676079106 | $690 | 49,000 | 0.0% |
| Axovant Sciences | COM | G0750W104 | $577 | 580,000 | 0.0% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $539 | 75,000 | 0.0% |
| Assertio Therapeutics Inc(DEPOEUR) | COM | 04545L107 | $433 | 120,000 | 0.0% |
| Ardelyx Inc(ARQLUSD) | COM | 04269E107 | $358 | 200,000 | 0.0% |
| Biolinerx LTD | SPONSORED ADR | 09071M106 | $109 | 250,000 | 0.0% |