Q1 2024 Holdings
Filed 2024-05-15 | 17 holdings | $149.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $35.8M | 825,500 | 23.9% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $32.3M | 82,000 | 21.6% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $13.3M | 190,000 | 8.9% |
| Avadel Pharmaceuticals PLC | SPONSORED ADR | 05337M104 | $11.8M | 701,387 | 7.9% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $10.6M | 132,437 | 7.1% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $9.1M | 362,193 | 6.1% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $8.1M | 280,301 | 5.4% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $6.9M | 273,776 | 4.6% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $5.4M | 618,528 | 3.6% |
| Phathom Pharmaceuticals Inc(PHAT) | COM | 71722W107 | $4.7M | 445,161 | 3.2% |
| Atyr Pharma Inc(ATYR) | COM NEW | 002120202 | $2.8M | 1,446,477 | 1.9% |
| Verastem Inc(VSTM) | COM NEW | 92337C203 | $2.0M | 168,739 | 1.3% |
| GH Research PLC(GHRS) | ORDINARY SHARES | G3855L106 | $2.0M | 185,653 | 1.3% |
| Trevi Therapeutics Inc(TRVI) | COM | 89532M101 | $1.7M | 506,082 | 1.2% |
| Applied Therapeutics Inc(APLT) | COM | 03828A101 | $1.5M | 220,000 | 1.0% |
| Allakos Inc(ALLKGUSD) | COM | 01671P100 | $967.6K | 767,964 | 0.6% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $619.6K | 892,853 | 0.4% |