Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SUMMIT THERAPEUTICS INC | $16.9M | 892873 | 12.09% |
| 2 | IMMUNOVANT INC | $8.9M | 357606 | 6.35% |
| 3 | COGENT BIOSCIENCES INC | $8.7M | 225158 | 6.19% |
| 4 | SAVARA INC | $8.7M | 1585977 | 6.19% |
| 5 | UROGEN PHARMA LTD | $7.0M | 387371 | 4.98% |
| 6 | DEFINIUM THERAPEUTICS INC | $6.6M | 351461 | 4.75% |
| 7 | VIR BIOTECHNOLOGY INC | $6.5M | 730548 | 4.68% |
| 8 | VAXCYTE INC | $6.4M | 110454 | 4.59% |
| 9 | CELLDEX THERAPEUTICS INC NEW | $5.7M | 180048 | 4.08% |
| 10 | SIONNA THERAPEUTICS INC | $5.7M | 141024 | 4.04% |
| 11 | GENMAB A/S | $5.3M | 196709 | 3.77% |
| 12 | ZAI LAB LTD | $5.2M | 275818 | 3.71% |
| 13 | VERTEX PHARMACEUTICALS INC | $4.9M | 11010 | 3.51% |
| 14 | IQVIA HLDGS INC | $4.4M | 25668 | 3.13% |
| 15 | MAPLIGHT THERAPEUTICS INC | $3.9M | 192139 | 2.79% |
| 16 | ARVINAS INC | $3.3M | 312620 | 2.37% |
| 17 | ORUKA THERAPEUTICS INC | $3.1M | 63591 | 2.23% |
| 18 | UNITED THERAPEUTICS CORP DEL | $3.1M | 5186 | 2.20% |
| 19 | TRAVERE THERAPEUTICS INC | $3.1M | 102754 | 2.18% |
| 20 | TREVI THERAPEUTICS INC | $3.0M | 251566 | 2.14% |
| 21 | ADLAI NORTYE LTD | $2.9M | 414852 | 2.05% |
| 22 | CABALETTA BIO INC | $2.9M | 1066239 | 2.05% |
| 23 | PFIZER INC | $2.1M | 74000 | 1.48% |
| 24 | AXSOME THERAPEUTICS INC. | $1.9M | 11217 | 1.35% |
| 25 | ORIC PHARMACEUTICALS INC | $1.5M | 115234 | 1.04% |
| 26 | ACLARIS THERAPEUTICS INC | $1.4M | 366490 | 0.98% |
| 27 | CLIMB BIO INC | $1.4M | 199209 | 0.98% |
| 28 | TAYSHA GENE THERAPIES INC | $1.2M | 258269 | 0.82% |
| 29 | BRIGHT MINDS BIOSCIENCES INC | $971K | 13311 | 0.69% |
| 30 | TONIX PHARMACEUTICALS HLDG C | $874K | 63540 | 0.62% |
| 31 | CULLINAN THERAPEUTICS INC | $845K | 59484 | 0.60% |
| 32 | PROTARA THERAPEUTICS INC | $633K | 121457 | 0.45% |
| 33 | PALATIN TECHNOLOGIES INC | $627K | 35969 | 0.45% |
| 34 | BIOMEA FUSION INC | $383K | 250000 | 0.27% |
| 35 | CENTURY THERAPEUTICS INC | $270K | 119308 | 0.19% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.