Q1 2021 Holdings
Filed 2021-05-14 | 21 holdings | $53.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $14.2M | 251,598 | 26.7% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $14.2M | 51,450 | 26.5% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $13.7M | 1,558,975 | 25.6% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $11.2M | 432,317 | 20.9% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $32.8K | 961,797 | 0.1% |
| Zogenix Inc | COM NEW | 98978L204 | $27.4K | 1,405,259 | 0.1% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $17.9K | 565,890 | 0.0% |
| Allakos Inc(ALLKGUSD) | COM | 01671P100 | $16.9K | 147,662 | 0.0% |
| Trillium Therapeutics Inc | COM NEW | 89620X506 | $14.2K | 1,323,181 | 0.0% |
| Instil BIO Inc | COM | 45783C101 | $13.8K | 550,000 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $11.6K | 67,800 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $10.0K | 1,608,237 | 0.0% |
| Enanta Pharmaceuticals Inc(ENTA) | COM | 29251M106 | $8.4K | 171,147 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $7.8K | 788,980 | 0.0% |
| Seres Therapeutics Inc(MCRB1EUR) | COM | 81750R102 | $7.3K | 353,016 | 0.0% |
| Global Blood Therapeutics in | COM | 37890U108 | $7.1K | 175,000 | 0.0% |
| Keros Therapeutics Inc(KROS) | COM | 492327101 | $6.7K | 109,333 | 0.0% |
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $702 | 83,944 | 0.0% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $581 | 35,092 | 0.0% |
| Therapeutics Acquisition COR | COM CL A | 88339T103 | $526 | 50,000 | 0.0% |
| Catabasis Pharmaceuticals in(CATBEUR) | COM NEW | 14875P206 | $154 | 53,166 | 0.0% |