The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
Achilles Therapeutics PLC | SPONSORED ADS | 00449L102 | 1,222,500 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
Allogene Therapeutics Inc | COM | 019770106 | 5,126,000 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | |||
Alto Neuroscience Inc | COM SHS | 02157Q109 | 6,627,800 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | |||
ALX Oncology Holdings Inc | COM | 00166B105 | 21,708,000 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | |||
Apellis Pharmaceuticals Inc | COM | 03753U106 | 12,850,600 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | |||
Applied Therapeutics Inc | COM | 03828A101 | 25,358,100 | 5,430,000 | SH | SOLE | 5,430,000 | 0 | 0 | |||
Arcellx Inc | COMMON STOCK | 03940C100 | 37,253,250 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | |||
Ascendis Pharma A/S | SPONSORED ADR | 04351P101 | 102,285,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
Astria Therapeutics Inc | COM | 04635X102 | 29,575,000 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | |||
Atara Biotherapeutics Inc | COM NEW | 046513206 | 952,000 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | |||
Axsome Therapeutics Inc | COM | 05464T104 | 24,150,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
BeiGene Ltd | SPONSORED ADR | 07725L102 | 49,934,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
BioNTech SE | SPONSORED ADS | 09075V102 | 8,036,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
Black Diamond Therapeutics Inc | COM | 09203E105 | 9,786,000 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | |||
Bristol-Myers Squibb Co | COM | 110122108 | 20,765,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
Chimerix Inc | COM | 16934W106 | 1,226,400 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | |||
Cytokinetics Inc | COM NEW | 23282W605 | 112,423,500 | 2,075,000 | SH | SOLE | 2,075,000 | 0 | 0 | |||
Day One Biopharmaceuticals Inc | COM | 23954D109 | 17,225,000 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
Denali Therapeutics Inc | COM | 24823R105 | 11,610,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
Dianthus Therapeutics Inc | COM | 252828108 | 15,528,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
Dyne Therapeutics Inc | COM | 26818M108 | 7,940,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
Exact Sciences Corp | COM | 30063P105 | 39,081,250 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | |||
Fate Therapeutics Inc | COM | 31189P102 | 6,560,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
Fulcrum Therapeutics Inc | COM | 359616109 | 7,192,000 | 1,160,000 | SH | SOLE | 1,160,000 | 0 | 0 | |||
Galapagos NV | SPON ADR | 36315X101 | 4,460,400 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
Globus Medical Inc | CL A | 379577208 | 61,641,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||
Immatics NV | SHS | N44445109 | 31,955,000 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | |||
Immunome Inc | COM | 45257U108 | 12,100,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
Inari Medical Inc | COM | 45332Y109 | 16,852,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
Insmed Inc | COM PAR $.01 | 457669307 | 50,250,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
Inspire Medical Systems Inc | COM | 457730109 | 8,029,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
Iovance Biotherapeutics Inc | COM | 462260100 | 2,406,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
iTeos Therapeutics Inc | COM | 46565G104 | 25,970,000 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | |||
Janux Therapeutics Inc | COM | 47103J105 | 30,370,250 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | |||
Jazz Pharmaceuticals PLC | SHS USD | G50871105 | 160,095,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
KalVista Pharmaceuticals Inc | COM | 483497103 | 27,094,000 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | |||
Lexeo Therapeutics Inc | COM | 52886X107 | 13,473,600 | 840,000 | SH | SOLE | 840,000 | 0 | 0 | |||
Liquidia Corp | COM NEW | 53635D202 | 21,960,000 | 1,830,000 | SH | SOLE | 1,830,000 | 0 | 0 | |||
MacroGenics Inc | COM | 556099109 | 3,400,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
Monte Rosa Therapeutics Inc | COM | 61225M102 | 3,328,600 | 890,000 | SH | SOLE | 890,000 | 0 | 0 | |||
Newamsterdam Pharma Co NV | ORDINARY SHARES | N62509109 | 480,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
Nurix Therapeutics Inc | COM | 67080M103 | 10,435,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
Pacira BioSciences Inc | COM | 695127100 | 8,010,800 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | |||
Passage Bio Inc | COM | 702712100 | 4,806,498 | 6,052,000 | SH | SOLE | 6,052,000 | 0 | 0 | |||
Praxis Precision Medicines Inc | COM NEW | 74006W207 | 18,198,400 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | |||
Prime Medicine Inc | COM | 74168J101 | 2,313,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
PTC Therapeutics Inc | COM | 69366J200 | 2,752,200 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
Relmada Therapeutics Inc | COM | 75955J402 | 3,600,000 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | |||
Reneo Pharmaceuticals Inc | COM | 75974E103 | 822,950 | 545,000 | SH | SOLE | 545,000 | 0 | 0 | |||
Savara Inc | COM | 805111101 | 26,154,700 | 6,490,000 | SH | SOLE | 6,490,000 | 0 | 0 | |||
Soleno Therapeutics Inc | COM | 834203309 | 48,960,000 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | |||
Solid Biosciences Inc | COM NEW | 83422E204 | 15,110,550 | 2,665,000 | SH | SOLE | 2,665,000 | 0 | 0 | |||
Structure Therapeutics Inc | SPONSORED ADS | 86366E106 | 21,991,200 | 560,000 | SH | SOLE | 560,000 | 0 | 0 | |||
Ultragenyx Pharmaceutical Inc | COM | 90400D108 | 73,980,000 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | |||
uniQure NV | SHS | N90064101 | 21,280,000 | 4,750,000 | SH | SOLE | 4,750,000 | 0 | 0 | |||
Ventyx Biosciences Inc | COM | 92332V107 | 3,037,650 | 1,315,000 | SH | SOLE | 1,315,000 | 0 | 0 | |||
Verve Therapeutics Inc | COM | 92539P101 | 2,440,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
Voyager Therapeutics Inc | COM | 92915B106 | 4,746,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
Xenon Pharmaceuticals Inc | COM | 98420N105 | 20,469,750 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | |||
Zymeworks Inc | COM | 98985Y108 | 3,744,400 | 440,000 | SH | SOLE | 440,000 | 0 | 0 |