Q4 2020 Holdings
Filed 2021-02-12 | 18 holdings | $74.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $24.1M | 450,317 | 32.4% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $17.9M | 220,098 | 24.1% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $17.5M | 1,558,975 | 23.5% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $14.7M | 49,950 | 19.7% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $32.0K | 961,797 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $30.4K | 1,315,395 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $26.3K | 565,890 | 0.0% |
| Trillium Therapeutics Inc | COM NEW | 89620X506 | $21.7K | 1,478,181 | 0.0% |
| Allakos Inc(ALLKGUSD) | COM | 01671P100 | $20.7K | 147,662 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $19.6K | 980,645 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $13.3K | 60,500 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $10.9K | 702,351 | 0.0% |
| Global Blood Therapeutics in | COM | 37890U108 | $9.3K | 215,000 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $7.4K | 1,508,237 | 0.0% |
| Enanta Pharmaceuticals Inc(ENTA) | COM | 29251M106 | $6.3K | 150,433 | 0.0% |
| Seres Therapeutics Inc(MCRB1EUR) | COM | 81750R102 | $6.3K | 257,016 | 0.0% |
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $700 | 100,000 | 0.0% |
| Miragen Therapeutics Inc | COM NEW | 60463E202 | $554 | 35,092 | 0.0% |