Q1 2022 Holdings
Filed 2022-05-16 | 22 holdings | $121.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $39.2M | 124,244 | 32.2% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $39.0M | 942,571 | 32.1% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $28.0M | 1,156,817 | 23.0% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $11.7M | 1,558,975 | 9.6% |
| Annexon Inc(ANNX) | COM | 03589W102 | $3.4M | 1,249,143 | 2.8% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $45.8K | 1,948,784 | 0.0% |
| Global Blood Therapeutics in | COM | 37890U108 | $41.0K | 1,182,307 | 0.0% |
| Enanta Pharmaceuticals Inc(ENTA) | COM | 29251M106 | $33.4K | 469,264 | 0.0% |
| Biohaven Pharmactl Hldg Co(BHVN) | COM | G11196105 | $28.4K | 239,314 | 0.0% |
| Keros Therapeutics Inc(KROS) | COM | 492327101 | $21.6K | 396,911 | 0.0% |
| Nuvalent Inc(NUVL) | COM | 670703107 | $18.6K | 1,338,393 | 0.0% |
| Point Biopharma Global Inc | COM | 730541109 | $18.4K | 2,312,523 | 0.0% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $17.5K | 944,092 | 0.0% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $13.7K | 1,284,990 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $13.6K | 4,133,237 | 0.0% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $13.0K | 549,988 | 0.0% |
| Olema Pharmaceuticals Inc(OLMA) | COM | 68062P106 | $11.4K | 2,669,300 | 0.0% |
| Instil BIO Inc | COM | 45783C101 | $7.2K | 673,905 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $6.5K | 389,588 | 0.0% |
| Astria Therapeutics Inc(CATBUSD) | COM | 04635X102 | $6.1K | 911,736 | 0.0% |
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $4.6K | 926,602 | 0.0% |
| Allakos Inc(ALLKGUSD) | COM | 01671P100 | $838 | 147,189 | 0.0% |