Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ROIVANT SCIENCES LTD | $226.2M | 8166047 | 40.13% |
| 2 | ARGENX SE | $26.8M | 36718 | 4.76% |
| 3 | INSMED INC | $25.8M | 157500 | 4.57% |
| 4 | BEONE MEDICINES LTD | $23.9M | 80542 | 4.24% |
| 5 | COGENT BIOSCIENCES INC | $22.9M | 596000 | 4.07% |
| 6 | MIRUM PHARMACEUTICALS INC | $21.2M | 230000 | 3.77% |
| 7 | BELITE BIO INC | $18.6M | 116684 | 3.30% |
| 8 | LEGEND BIOTECH CORP | $17.9M | 990000 | 3.18% |
| 9 | NEKTAR THERAPEUTICS | $15.1M | 210000 | 2.68% |
| 10 | DBV TECHNOLOGIES S A | $14.5M | 693534 | 2.57% |
| 11 | PHARVARIS N V | $13.9M | 493000 | 2.47% |
| 12 | ABIVAX SA | $13.5M | 121245 | 2.40% |
| 13 | XENON PHARMACEUTICALS INC | $13.2M | 227000 | 2.34% |
| 14 | CELCUITY INC | $10.8M | 95000 | 1.92% |
| 15 | EYEPOINT INC | $10.2M | 795000 | 1.82% |
| 16 | MERCK & CO INC | $9.6M | 80000 | 1.71% |
| 17 | ARCUTIS BIOTHERAPEUTICS INC | $9.4M | 400645 | 1.67% |
| 18 | ALLOGENE THERAPEUTICS INC | $8.4M | 3450000 | 1.49% |
| 19 | KYMERA THERAPEUTICS INC | $8.3M | 100000 | 1.48% |
| 20 | DIANTHUS THERAPEUTICS INC | $7.9M | 93882 | 1.40% |
| 21 | ENLIVEN THERAPEUTICS INC | $7.8M | 200000 | 1.39% |
| 22 | PERSPECTIVE THERAPEUTICS INC | $6.8M | 1625000 | 1.20% |
| 23 | DEFINIUM THERAPEUTICS INC | $6.3M | 331000 | 1.11% |
| 24 | HARROW INC | $5.8M | 165209 | 1.03% |
| 25 | PROTARA THERAPEUTICS INC | $5.4M | 1030846 | 0.95% |
| 26 | CYTOMX THERAPEUTICS INC. | $5.1M | 1085790 | 0.91% |
| 27 | ARCUS BIOSCIENCES INC | $4.2M | 195000 | 0.75% |
| 28 | ASSEMBLY BIOSCIENCES INC | $3.8M | 136315 | 0.67% |
| 29 | SPYRE THERAPEUTICS INC | $50K | 1000 | 0.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.