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 |
ACADIA PHARMACEUTICALS IN | COM | 004225108 | 3,616,450 | 151,000 | SH | SOLE | 151,000 | 0 | 0 | |||
AGIOS PHARMS. | COM | 00847X104 | 679,680 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | |||
AKERO THERAPEUTICS INC | COM | 00973Y108 | 3,662,297 | 78,489 | SH | SOLE | 78,489 | 0 | 0 | |||
ALNYLAM PHARMS. | COM | 02043Q107 | 15,499,104 | 81,600 | SH | SOLE | 81,600 | 0 | 0 | |||
AMGEN INC COM | COM | 031162100 | 26,025,095 | 117,246 | SH | SOLE | 117,246 | 0 | 0 | |||
AMYLYX PHARMACEUTICALS INC | COM | 03237H101 | 538,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
APELLIS PHARMS. | COM | 03753U106 | 11,810,482 | 129,700 | SH | SOLE | 129,700 | 0 | 0 | |||
ARVINAS INC | COM | 04335A105 | 421,090 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | |||
AURINIA PHARMACEUTICALS INC | COM | 05156V102 | 5,551,770 | 573,530 | SH | SOLE | 573,530 | 0 | 0 | |||
AXSOME THERAPEUTICS | COM | 05464T104 | 4,185,940 | 58,300 | SH | SOLE | 58,300 | 0 | 0 | |||
BEAM THERAPEUTICS INC | COM | 07373V105 | 750,355 | 23,500 | SH | SOLE | 23,500 | 0 | 0 | |||
BEIGENE ADR | Sponsored ADR | 07725L102 | 1,548,339 | 8,700 | SH | SOLE | 8,700 | 0 | 0 | |||
BIOGEN INC | COM | 09062X103 | 3,132,690 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | |||
BIOMARIN PHARM. | COM | 09061G101 | 5,083,129 | 58,656 | SH | SOLE | 58,656 | 0 | 0 | |||
CELLDEX THERAPEUTICS INC NEW | COM NEW | 15117B202 | 1,630,075 | 48,099 | SH | SOLE | 48,099 | 0 | 0 | |||
CYTOKINETICS INC | COM NEW | 23282W605 | 1,205,830 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | |||
DENALI THERAPEUTICS | COM | 24823R105 | 5,538,480 | 188,000 | SH | SOLE | 188,000 | 0 | 0 | |||
DYNE THERAPEUTICS | COM | 26818M108 | 3,383,449 | 300,751 | SH | SOLE | 300,751 | 0 | 0 | |||
ERASCA INC | COM | 29479A108 | 3,921,500 | 1,426,000 | SH | SOLE | 1,426,000 | 0 | 0 | |||
GILEAD SCIENCES | COM | 375558103 | 11,137,306 | 144,584 | SH | SOLE | 144,584 | 0 | 0 | |||
GUARDANT HEALTH | COM | 40131M109 | 1,305,605 | 36,500 | SH | SOLE | 36,500 | 0 | 0 | |||
HALOZYME THERAPEUTICS INC | COM | 40637H109 | 3,443,730 | 95,500 | SH | SOLE | 95,500 | 0 | 0 | |||
HARMONY BIOSCIENCES HLDGS | COM | 413197104 | 20,070,190 | 570,500 | SH | SOLE | 570,500 | 0 | 0 | |||
HORIZON THERAPEUTICS | SHS | G4617B105 | 6,890,950 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | |||
HUTCHMED CHINA LTD | SPONSORED ADS | 44842L103 | 816,000 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | |||
ILLUMINA INC | COM | 452327109 | 9,463,195 | 50,500 | SH | SOLE | 50,500 | 0 | 0 | |||
I-MAB-SPONSORED ADR | SPONSORED ADS | 44975P103 | 925,287 | 310,499 | SH | SOLE | 310,499 | 0 | 0 | |||
INCYTE CORP | COM | 45337C102 | 22,303,008 | 358,454 | SH | SOLE | 358,454 | 0 | 0 | |||
INSMED INC | COM | 457669307 | 845,308 | 40,100 | SH | SOLE | 40,100 | 0 | 0 | |||
INTELLIA THERAPEUTICS | COM | 45826J105 | 977,760 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | |||
INTRA-CELLULAR THERAPIES | COM | 46116X101 | 11,182,605 | 176,856 | SH | SOLE | 176,856 | 0 | 0 | |||
IONIS PHARMS. | COM | 462222100 | 1,763,860 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | |||
IOVANCE BIOTHERAPEUTICS | COM | 462260100 | 456,950 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
JAZZ PHARMS. | SHS USD | G50871105 | 2,131,768 | 17,200 | SH | SOLE | 17,200 | 0 | 0 | |||
KARUNA THERAPEUTICS INC | COM | 48576A100 | 5,566,620 | 25,700 | SH | SOLE | 25,700 | 0 | 0 | |||
KRYSTAL BIOTECH | COM | 501147102 | 5,389,349 | 45,945 | SH | SOLE | 45,945 | 0 | 0 | |||
LEGEND BIOTECH | SPONSORED ADS | 52490G102 | 2,623,140 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | |||
MADRIGAL PHARMS. | COM | 558868105 | 4,227,300 | 18,300 | SH | SOLE | 18,300 | 0 | 0 | |||
MARINUS PHARMACEUTICALS INC | COM NEW | 56854Q200 | 977,400 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 9,393,800 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | |||
MIRUM PHARMACEUTICALS INC | COM | 604749101 | 1,742,850 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | |||
NEUROCRINE BIOSCIENCES | COM | 64125C109 | 6,490,280 | 68,877 | SH | SOLE | 68,877 | 0 | 0 | |||
NOVOCURE LTD | ORD SHS | G6674U108 | 1,327,680 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | |||
PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | 549,240 | 19,900 | SH | SOLE | 19,900 | 0 | 0 | |||
PTC THERAPEUTICS | COM | 69366J200 | 691,730 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | |||
REGENERON PHARMS. | COM | 75886F107 | 19,400,040 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | |||
RELMADA THERAPEUTICS | COM | 75955J402 | 24,700 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
REVANCE THERAPEUTICS INC | COM | 761330109 | 7,298,993 | 288,726 | SH | SOLE | 288,726 | 0 | 0 | |||
ROCKET PHARMS. | COM | 77313F106 | 3,093,480 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | |||
SAGE THERAPEUTICS INC | COM | 78667J108 | 939,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 2,152,976 | 18,800 | SH | SOLE | 18,800 | 0 | 0 | |||
SUPERNUS PHARMS. | COM | 868459108 | 15,736,410 | 523,500 | SH | SOLE | 523,500 | 0 | 0 | |||
TRAVERE THERAPEUTICS INC | COM | 89422G107 | 6,769,642 | 441,019 | SH | SOLE | 441,019 | 0 | 0 | |||
ULTRAGENYX PHARM. | COM | 90400D108 | 3,691,198 | 80,052 | SH | SOLE | 80,052 | 0 | 0 | |||
UNIQURE NV | SHS | N90064101 | 177,630 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | |||
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 11,647,077 | 52,759 | SH | SOLE | 52,759 | 0 | 0 | |||
VENTYX BIOSCIENCES INC | COM | 92332V107 | 491,400 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
VERA THERAPEUTICS | CL A | 92337R101 | 15,642,641 | 975,227 | SH | SOLE | 975,227 | 0 | 0 | |||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 7,386,750 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | |||
XENON PHARMACEUTICALS INC | COM | 98420N105 | 981,750 | 25,500 | SH | SOLE | 25,500 | 0 | 0 | |||
Zai Lab Ltd ADR (V1 Ord) | ADR | 98887Q104 | 2,189,505 | 78,958 | SH | SOLE | 78,958 | 0 | 0 |