Q1 2023 Holdings
Filed 2023-05-15 | 11 holdings | $143.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liquidia Corp(LQDA) | COM NEW | 53635D202 | $63.9M | 9,243,627 | 44.6% |
| Anika Therapeutics Inc(ANIK) | COM | 035255108 | $20.5M | 715,291 | 14.3% |
| Standard Biotools Inc(LAB) | COM | 34385P108 | $16.7M | 8,576,799 | 11.7% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $16.5M | 850,000 | 11.5% |
| Evolus Inc(EOLS) | COM | 30052C107 | $12.9M | 1,523,484 | 9.0% |
| Adma Biologics Inc(ADMA) | COM | 000899104 | $5.5M | 1,662,613 | 3.8% |
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $3.7M | 183,064 | 2.6% |
| Societal Cdmo Inc | COM | 75629F109 | $1.3M | 1,077,268 | 0.9% |
| Eyepoint Pharmaceuticals Inc(EYPT) | COM NEW | 30233G209 | $1.3M | 435,298 | 0.9% |
| Alimera Sciences Inc | COM NEW | 016259202 | $1.0M | 478,777 | 0.7% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $99.5K | 4,333 | 0.1% |