Q2 2018 Holdings
Filed 2018-08-14 | 58 holdings | $107.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autolus Therapeutics PLC(AUTL) | SPON ADS | 05280R100 | $40.9M | 1,525,587 | 38.1% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $24.7M | 371,739 | 23.1% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $23.1M | 278,536 | 21.5% |
| Aclaris Therapeutics Inc(ACRS) | COM | 00461U105 | $10.5M | 525,538 | 9.8% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $6.8M | 286,668 | 6.4% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $94.9K | 4,312,498 | 0.1% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $94.6K | 1,918,350 | 0.1% |
| Nektar Therapeutics(NKTREUR)Call | COM | 640268108 | $89.3K | 1,828,400 | 0.1% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $87.6K | 1,233,422 | 0.1% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $73.2K | 1,500,000 | 0.1% |
| Inflarx NV(IFRX) | COM | N44821101 | $48.0K | 1,487,265 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $44.1K | 3,600,954 | 0.0% |
| Avrobio Inc | COM | 05455M100 | $43.1K | 1,507,783 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $38.0K | 767,363 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $37.5K | 239,619 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $34.9K | 550,000 | 0.0% |
| Quotient LTD | SHS | G73268107 | $34.5K | 4,290,852 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $31.3K | 719,985 | 0.0% |
| Rocket Pharmaceuticals, Inc(RCKT) | COM | 77313F106 | $29.8K | 1,519,890 | 0.0% |
| Theravance Biopharma Inc(TBPH) | COM | G8807B106 | $29.5K | 1,300,000 | 0.0% |
| Tricida Inc(1T7) | COM | 89610F101 | $27.9K | 934,588 | 0.0% |
| Kezar Life Sciences Inc | COM | 49372L100 | $27.2K | 1,572,910 | 0.0% |
| Spectrum Pharmaceuticals Inc | COM | 84763A108 | $25.2K | 1,200,000 | 0.0% |
| Tesaro Inc | COM | 881569107 | $24.5K | 550,000 | 0.0% |
| Solid Biosciences Inc | COM | 83422E105 | $24.4K | 685,956 | 0.0% |
| Omeros Corp(OMER) | COM | 682143102 | $23.8K | 1,314,118 | 0.0% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM NEW | 040047607 | $19.6K | 450,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $18.8K | 191,112 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $18.2K | 957,821 | 0.0% |
| Omeros CorpCall | COM | 682143902 | $17.6K | 969,000 | 0.0% |
| Reata Pharmaceuticals Inc(RETAEUR) | CL A | 75615P103 | $15.7K | 450,000 | 0.0% |
| Kiniksa Pharmaceuticals LTD | COM CL A | G5269C101 | $13.8K | 831,000 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $13.4K | 200,000 | 0.0% |
| Clearside Biomedical Inc(CLSDUSD) | COM | 185063104 | $12.8K | 1,200,000 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $12.3K | 322,945 | 0.0% |
| Quanterix Corp(QTRX) | COM | 74766Q101 | $12.2K | 847,788 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $11.6K | 325,000 | 0.0% |
| Biohaven Pharmactl Hldg Co L(BHVN) | COM | G11196105 | $11.3K | 284,735 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $11.2K | 668,743 | 0.0% |
| Gemphire Therapeutics Inc | COM | 36870A108 | $10.6K | 1,041,635 | 0.0% |
| Abeona Therapeutics Inc(ABEO1EUR) | COM | 00289Y107 | $8.8K | 549,404 | 0.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $7.7K | 333,166 | 0.0% |
| Contrafect Corp(CFRXEUR) | COM | 212326102 | $7.5K | 3,392,234 | 0.0% |
| Eidos Therapeutics Inc(EIDXGBP) | COM | 28249H104 | $7.5K | 385,846 | 0.0% |
| Heron Therapeutics Inc(HRTX) | COM | 427746102 | $7.4K | 191,108 | 0.0% |
| Translate BIO Inc | COM | 89374L104 | $5.8K | 454,550 | 0.0% |
| Iterum Therapeutics PLC | SHS | G6333L101 | $5.4K | 500,000 | 0.0% |
| Sangamo Therapeutics Inc(SGMO) | COM | 800677106 | $5.4K | 382,192 | 0.0% |
| Minerva Neurosciences Inc(NERVGBP) | COM | 603380106 | $5.0K | 607,903 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $3.5K | 71,667 | 0.0% |