Q1 2019 Holdings
Filed 2019-05-15 | 41 holdings | $167.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $103.0M | 825,087 | 61.6% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $42.5M | 360,819 | 25.4% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $12.4M | 990,146 | 7.4% |
| Arbutus Biopharma Corp(ABUS) | COM | 03879J100 | $7.8M | 2,172,883 | 4.7% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $738.0K | 50,000 | 0.4% |
| Kura Oncology Inc(KURA) | COM | 50127T109 | $87.5K | 5,276,753 | 0.1% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $73.3K | 1,000,000 | 0.0% |
| Crispr Therapeutics AG(CRSP) | COM | H17182108 | $67.1K | 1,878,277 | 0.0% |
| Xencor Inc(XNCR) | COM | 98401F105 | $64.0K | 2,059,429 | 0.0% |
| Spark Therapeutics Inc | COM | 84652J103 | $60.2K | 529,000 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM | 46333X108 | $59.5K | 4,397,168 | 0.0% |
| Fibrogen IncPut | COM | 31572Q958 | $54.4K | 1,000,000 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $48.6K | 3,316,407 | 0.0% |
| Ascendis Pharma A SPut | COM | 04351P951 | $42.4K | 360,000 | 0.0% |
| Ultragenyx Pharmaceutical Inc(RARE) | COM | 90400D108 | $34.5K | 497,899 | 0.0% |
| Mirati Therapeutics IncCall | COM | 60468T905 | $25.6K | 348,900 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $24.9K | 478,574 | 0.0% |
| Fibrogen IncCall | COM | 31572Q908 | $24.0K | 440,800 | 0.0% |
| Assembly Biosciences Inc | COM | 045396108 | $22.7K | 1,153,599 | 0.0% |
| Eiger Biopharmaceuticals Inc(CLDNEUR) | COM | 28249U105 | $22.3K | 1,595,643 | 0.0% |
| Magenta Therapeutics Inc | COM | 55910K108 | $21.0K | 1,277,787 | 0.0% |
| Gossamer BIO Inc(GOSS) | COM | 38341P102 | $16.7K | 772,096 | 0.0% |
| Chiasma Inc(CHMA) | COM | 16706W102 | $15.8K | 3,043,827 | 0.0% |
| Kezar Life Sciences Inc | COM | 49372L100 | $15.2K | 856,471 | 0.0% |
| Ironwood Pharmacuticals IncCall | COM | 46333X908 | $14.7K | 1,084,600 | 0.0% |
| Harpoon Therapeutics Inc | COM | 41358P106 | $12.7K | 1,336,423 | 0.0% |
| Mersana Therapeutics Inc | COM | 59045L106 | $12.1K | 2,300,000 | 0.0% |
| Rubius Therapeutics Inc | COM | 78116T103 | $11.7K | 646,228 | 0.0% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $11.0K | 400,838 | 0.0% |
| Surface Oncology Inc | COM | 86877M209 | $10.8K | 2,263,488 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $9.2K | 168,382 | 0.0% |
| Prothena Corp PLC(PRTA) | COM | G72800108 | $8.8K | 726,519 | 0.0% |
| Rocket Pharmaceuticals Inc(RCKT) | COM | 77313F106 | $7.9K | 450,000 | 0.0% |
| Aduro Biotech Inc(ADROEUR) | COM | 00739L101 | $7.7K | 1,939,390 | 0.0% |
| Unity Biotechnology Inc | COM | 91381U101 | $7.4K | 906,614 | 0.0% |
| Scholar Rock Holding Corp(SRRK) | COM | 80706P103 | $6.4K | 338,668 | 0.0% |
| Aquinox Pharmaceuticals Inc | COM | 03842B101 | $6.1K | 2,265,880 | 0.0% |
| Curis Inc(CRISEUR) | COM | 231269200 | $5.9K | 2,982,208 | 0.0% |
| ZAI LAB LTD(ZLAB) | SPONSORED ADR | 98887Q104 | $2.3K | 78,519 | 0.0% |
| Vericel Corp(VCEL) | COM | 92346J108 | $2.3K | 131,001 | 0.0% |
| Sienna Biopharmaceuticals Inc(SNNAQ) | COM | 82622H108 | $1.9K | 800,000 | 0.0% |