Q4 2021 Holdings
Filed 2022-02-14 | 24 holdings | $74.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $29.3M | 218,158 | 39.3% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $22.1M | 268,519 | 29.5% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $14.7M | 42,050 | 19.7% |
| C4 Therapeutics Inc(CCCC) | COM STK | 12529R107 | $8.3M | 258,746 | 11.1% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $38.2K | 260,115 | 0.1% |
| Zentalis Pharmaceuticals Inc(ZNTL) | COM | 98943L107 | $25.3K | 300,434 | 0.0% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $23.9K | 1,209,051 | 0.0% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM NEW | 040047607 | $23.4K | 251,777 | 0.0% |
| Global Blood Therapeutics in | COM | 37890U108 | $22.8K | 780,480 | 0.0% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $18.0K | 385,967 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $16.1K | 844,005 | 0.0% |
| Seagen Inc(SGENUSD) | COM | 81181C104 | $15.6K | 100,687 | 0.0% |
| Iveric BIO Inc(OPHTEUR) | COM | 46583P102 | $13.6K | 815,581 | 0.0% |
| Insmed Inc(INSM) | COM PAR $01 | 457669307 | $10.7K | 394,358 | 0.0% |
| Sierra Oncology Inc | COM NEW | 82640U404 | $10.3K | 474,945 | 0.0% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $9.9K | 453,091 | 0.0% |
| Galapagos NV(GLPG) | SPON ADR | 36315X101 | $9.3K | 167,824 | 0.0% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $8.0K | 125,858 | 0.0% |
| VOR Biopharma Inc | COM | 929033108 | $7.3K | 629,342 | 0.0% |
| Enanta Pharmaceuticals Inc(ENTA) | COM | 29251M106 | $5.6K | 75,507 | 0.0% |
| Oyster PT Pharma Inc | COM | 69242L106 | $5.6K | 304,238 | 0.0% |
| Immunocore Hldgs PLC(IMCR) | ADS | 45258D105 | $4.6K | 134,249 | 0.0% |
| Esperion Therapeutics Inc NE(ESPR) | COM | 29664W105 | $4.2K | 839,257 | 0.0% |
| Gracell Biotechnologies Inc | SPONSORED ADS | 38406L103 | $3.3K | 545,388 | 0.0% |