Q1 2019 Holdings
Filed 2019-05-15 | 53 holdings | $81.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Codexis Inc(CDXS) | COM | 192005106 | $30.3M | 1,475,000 | 37.3% |
| Axogen Inc(AXGN) | COM | 05463X106 | $23.2M | 1,100,000 | 28.5% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $11.2M | 95,000 | 13.8% |
| Catalyst Pharmaceuticals Inc(CPRX) | COM | 14888U101 | $9.3M | 1,825,000 | 11.5% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $5.4M | 200,000 | 6.6% |
| Crinetics Pharmaceuticals Inc(CRNX) | COM | 22663K107 | $1.7M | 73,000 | 2.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $16.9K | 1,365,000 | 0.0% |
| Cerecor Inc | COM | 15671L109 | $13.4K | 2,300,000 | 0.0% |
| Amarin Corp PLC | SPONSORED ADR | 023111206 | $13.4K | 645,000 | 0.0% |
| Uniqure NV(QURE) | SHS | N90064101 | $12.2K | 205,000 | 0.0% |
| TG Therapeutics Inc(TGTX) | COM | 88322Q108 | $11.0K | 1,366,062 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $10.9K | 280,000 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $10.9K | 200,000 | 0.0% |
| Clementia Pharmaceuticals Inc | COM | 185575107 | $10.4K | 400,130 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $10.4K | 130,000 | 0.0% |
| Invitae Corp(NVTA1EUR) | COM | 46185L103 | $10.3K | 440,000 | 0.0% |
| Harrow Health | COM | 45323A201 | $9.0K | 1,800,000 | 0.0% |
| Magenta Therapeutics Inc | COM | 55910K108 | $8.4K | 510,000 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $8.0K | 213,800 | 0.0% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $7.9K | 340,000 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $7.7K | 105,000 | 0.0% |
| Ocular Therapeutix Inc(OCUL) | COM | 67576A100 | $7.5K | 1,900,000 | 0.0% |
| Cymabay Therapeutics Inc(CBAYUSD) | COM | 23257D103 | $7.3K | 550,000 | 0.0% |
| Odonate Therapeutics Inc | COM | 676079106 | $7.2K | 325,000 | 0.0% |
| Cytokinetics | COM NEW | 23282W905 | $6.9K | 850,000 | 0.0% |
| Tricida Inc(1T7) | COM | 89610F101 | $6.4K | 165,000 | 0.0% |
| Eton Pharmaceuticals Inc(ETON) | COM | 29772L108 | $6.1K | 764,773 | 0.0% |
| Strongbridge Biopharma PLC | COM | G85347105 | $5.7K | 1,152,500 | 0.0% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $5.4K | 400,000 | 0.0% |
| Xoma Corp del(XOMA) | COM NEW | 98419J206 | $5.0K | 400,000 | 0.0% |
| Horizon Pharma PLC | SHS | G4617B105 | $4.9K | 185,000 | 0.0% |
| Viking Therapeutics Inc(VKTX) | COM | 92686J106 | $4.8K | 485,000 | 0.0% |
| Eidos Therapeutics Inc(EIDXGBP) | COM | 28249H104 | $4.7K | 200,000 | 0.0% |
| Retrophin Inc | COM | 761299106 | $4.6K | 205,000 | 0.0% |
| Abeona Therapeutics Inc(ABEO1EUR) | COM | 00289Y107 | $4.1K | 560,000 | 0.0% |
| Cara Therapeutics Inc(CARAEUR) | COM | 140755109 | $3.9K | 200,000 | 0.0% |
| Avenue Therapeutics Inc | COM NEW | 05360L205 | $3.8K | 800,000 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $3.7K | 165,000 | 0.0% |
| Fortress Biotech Inc | COM | 034960Q19 | $3.6K | 2,000,000 | 0.0% |
| Acorda Pharmaceuticals | COM | 00484M106 | $3.5K | 265,000 | 0.0% |
| Shockwave MED Inc(SWAVUSD) | COM | 82489T104 | $3.1K | 92,100 | 0.0% |
| Fennec Pharmaceuticals Inc(FENC) | COM | 31447P100 | $3.1K | 630,000 | 0.0% |
| Cidara Therapeutics Inc | COM | 171757107 | $2.7K | 1,000,000 | 0.0% |
| Liquidia Technologies Inc(LQDA) | COM | 53635D202 | $2.6K | 225,000 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $2.2K | 115,000 | 0.0% |
| Chimerix Inc(CMRXEUR) | COM | 16934W106 | $2.0K | 960,000 | 0.0% |
| Establishment Labs Hldgs Inc(ESTA) | COM | G31249108 | $1.2K | 50,000 | 0.0% |
| Zymeworks Inc | COM | 98985W102 | $890 | 55,000 | 0.0% |
| Synthorx Inc | COM | 87167A103 | $815 | 40,000 | 0.0% |
| Foamix Pharmaceuticals LTD | SHS | M46135105 | $675 | 180,000 | 0.0% |