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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ACADIA PHARMACEUTICALS IN | COM | 004225108 | 4,060,800 | 216,000 | SH | SOLE | 216,000 | 0 | 0 | ||
ADICET BIO INC | COM | 007002108 | 889,571 | 154,708 | SH | SOLE | 154,708 | 0 | 0 | ||
ALKERMES PLC | SHS | G01767105 | 16,716,670 | 593,000 | SH | SOLE | 593,000 | 0 | 0 | ||
ALNYLAM PHARMS. | COM | 02043Q107 | 9,333,048 | 46,600 | SH | SOLE | 46,600 | 0 | 0 | ||
AMGEN INC COM | COM | 031162100 | 22,053,246 | 91,246 | SH | SOLE | 91,246 | 0 | 0 | ||
APELLIS PHARMS. | COM | 03753U106 | 2,089,347 | 31,700 | SH | SOLE | 31,700 | 0 | 0 | ||
ARVINAS INC | COM | 04335A105 | 463,930 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
ASCENDIS PHARMA ADR | Sponsored ADR | 04351P101 | 3,151,092 | 29,400 | SH | SOLE | 29,400 | 0 | 0 | ||
ASTRAZENECA PLC SPONSORED | SPONSORED ADR | 046353108 | 4,511,650 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
AURINIA PHARMACEUTICALS INC | COM | 05156V102 | 6,280,154 | 573,530 | SH | SOLE | 573,530 | 0 | 0 | ||
BEAM THERAPEUTICS INC | COM | 07373V105 | 717,925 | 23,500 | SH | SOLE | 23,500 | 0 | 0 | ||
BEIGENE ADR | Sponsored ADR | 07725L102 | 4,892,758 | 22,700 | SH | SOLE | 22,700 | 0 | 0 | ||
BIOCRYST PHARMS. | COM | 09058V103 | 475,380 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 5,949,628 | 21,400 | SH | SOLE | 21,400 | 0 | 0 | ||
BIOMARIN PHARM. | COM | 09061G101 | 5,704,883 | 58,656 | SH | SOLE | 58,656 | 0 | 0 | ||
BLACK DIAMOND THERAPEUTIC | COM | 0920E3105 | 82,280 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
CARIBOU BIOSCIENCES INC | COM | 142038108 | 2,426,828 | 457,892 | SH | SOLE | 457,892 | 0 | 0 | ||
CHINOOK THERAPEUTICS | COM | 16961L106 | 7,407,745 | 319,989 | SH | SOLE | 319,989 | 0 | 0 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 1,546,524 | 34,200 | SH | SOLE | 34,200 | 0 | 0 | ||
DENALI THERAPEUTICS | COM | 24823R105 | 1,994,688 | 86,575 | SH | SOLE | 86,575 | 0 | 0 | ||
DYNE THERAPEUTICS | COM | 26818M108 | 4,988,137 | 433,751 | SH | SOLE | 433,751 | 0 | 0 | ||
ERASCA INC | COM | 29479A108 | 4,278,000 | 1,426,000 | SH | SOLE | 1,426,000 | 0 | 0 | ||
EXELIXIS INC | COM | 30161Q104 | 10,545,060 | 543,000 | SH | SOLE | 543,000 | 0 | 0 | ||
GENMAB A/S | SPONSORED ADS | 372303206 | 3,322,880 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
GILEAD SCIENCES | COM | 375558103 | 4,777,169 | 57,584 | SH | SOLE | 57,584 | 0 | 0 | ||
GUARDANT HEALTH | COM | 40131M109 | 1,746,280 | 74,500 | SH | SOLE | 74,500 | 0 | 0 | ||
HALOZYME THERAPEUTICS INC | COM | 40637H109 | 1,736,735 | 45,500 | SH | SOLE | 45,500 | 0 | 0 | ||
HARMONY BIOSCIENCES HLDGS | COM | 413197104 | 18,621,120 | 570,500 | SH | SOLE | 570,500 | 0 | 0 | ||
HUTCHMED CHINA LTD | SPONSORED ADS | 44842L103 | 885,360 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | ||
IDEAYA BIOSCIENCES | COM | 45166A102 | 260,870 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 6,162,310 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
I-MAB-SPONSORED ADR | SPONSORED ADS | 44975P103 | 1,074,327 | 310,499 | SH | SOLE | 310,499 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 20,163,330 | 279,000 | SH | SOLE | 279,000 | 0 | 0 | ||
INSMED INC | COM | 457669307 | 682,101 | 40,100 | SH | SOLE | 40,100 | 0 | 0 | ||
INTELLIA THERAPEUTICS | COM | 45826J105 | 894,000 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
INTRA-CELLULAR THERAPIES | COM | 46116X101 | 13,957,745 | 257,856 | SH | SOLE | 257,856 | 0 | 0 | ||
IONIS PHARMS. | COM | 462222100 | 1,537,250 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
IOVANCE BIOTHERAPEUTICS | COM | 462260100 | 341,600 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
IRONWOOD PHARMACEUTICALS INC | COM | 46333X108 | 631,200 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
JAZZ PHARMS. | SHS USD | G50871105 | 2,514,984 | 17,200 | SH | SOLE | 17,200 | 0 | 0 | ||
KARUNA THERAPEUTICS INC | COM | 48576A100 | 1,997,160 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
KRYSTAL BIOTECH | COM | 501147102 | 4,883,660 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
LEGEND BIOTECH | SPONSORED ADS | 52490G102 | 1,833,880 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 9,071,920 | 244,000 | SH | SOLE | 244,000 | 0 | 0 | ||
MIRUM PHARMACEUTICALS INC | COM | 604749101 | 1,616,625 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
NOVAVAX INC | COM | 670002401 | 924,850 | 132,500 | SH | SOLE | 132,500 | 0 | 0 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 1,924,480 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
PTC THERAPEUTICS | COM | 69366J200 | 4,504,920 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
REGENERON PHARMS. | COM | 75886F107 | 9,197,552 | 11,200 | SH | SOLE | 11,200 | 0 | 0 | ||
RELMADA THERAPEUTICS | COM | 75955J402 | 22,500 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 5,888,940 | 183,000 | SH | SOLE | 183,000 | 0 | 0 | ||
ROCKET PHARMS. | COM | 77313F106 | 1,079,190 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 7,809,270 | 143,500 | SH | SOLE | 143,500 | 0 | 0 | ||
SEAGEN INC | COM | 81181C104 | 40,510,470 | 200,200 | SH | SOLE | 200,200 | 0 | 0 | ||
SUPERNUS PHARMS. | COM | 868459108 | 15,326,465 | 423,500 | SH | SOLE | 423,500 | 0 | 0 | ||
TRAVERE THERAPEUTICS INC | COM | 89422G107 | 3,170,107 | 141,019 | SH | SOLE | 141,019 | 0 | 0 | ||
ULTRAGENYX PHARM. | COM | 90400D108 | 10,580,564 | 264,052 | SH | SOLE | 264,052 | 0 | 0 | ||
UNIQURE NV | SHS | N90064101 | 9,636,990 | 478,500 | SH | SOLE | 478,500 | 0 | 0 | ||
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 6,380,010 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
VENTYX BIOSCIENCES INC | COM | 92332V107 | 501,450 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
VERA THERAPEUTICS | CL A | 92337R101 | 7,747,447 | 1,002,257 | SH | SOLE | 1,002,257 | 0 | 0 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 10,385,430 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
XENON PHARMACEUTICALS INC | COM | 98420N105 | 912,390 | 25,500 | SH | SOLE | 25,500 | 0 | 0 | ||
Zai Lab Ltd ADR (V1 Ord) | ADR | 98887Q104 | 2,626,143 | 78,958 | SH | SOLE | 78,958 | 0 | 0 |