The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| 89BIO INC | COM | 282559103 | 1,523,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | ||
| 89BIO INC | COM | 282559103 | 3,046,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| AADI BIOSCIENCE INC | COM | 00032Q104 | 1,086,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| ACLARIS THERAPEUTICS INC | COM | 00461U105 | 3,438,000 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | |||
| AEROVATE THERAPEUTICS INC | COM | 008064107 | 4,034,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| AKERO THERAPEUTICS INC | COM | 00973Y108 | 10,522,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| ALPINE IMMUNE SCIENCES INC | COM | 02083G100 | 1,544,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| ALTIMMUNE INC | COM NEW | 02155H200 | 1,688,000 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | ||
| AMBRX BIOPHARMA INC | SPONSORED ADS | 02290A102 | 2,230,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| AMICUS THERAPEUTICS INC | COM | 03152W109 | 5,268,000 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | |||
| AMYLYX PHARMACEUTICALS INC | COM | 03237H101 | 13,937,000 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | |||
| APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 10,858,000 | 164,620 | SH | SOLE | 164,620 | 0 | 0 | |||
| APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 3,423,000 | 51,900 | SH | Call | SOLE | 51,900 | 0 | 0 | ||
| ARCUS BIOSCIENCES INC | COM | 03969F109 | 1,368,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | 11,794,000 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| ASTRIA THERAPEUTICS INC | COM | 04635X102 | 5,985,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| AVIDITY BIOSCIENCES INC | COM | 05370A108 | 1,919,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| AXSOME THERAPEUTICS INC | COM | 05464T104 | 13,878,000 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 | 2,294,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| BIOMEA FUSION INC | COM | 09077A106 | 3,721,000 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||
| BRIDGEBIO PHARMA INC | COM | 10806X102 | 415,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| COGENT BIOSCIENCES INC | COM | 19240Q201 | 5,935,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | |||
| CTI BIOPHARMA CORP | COM | 12648L601 | 8,400,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
| DISC MEDICINE INC | COM | 254604101 | 2,119,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| FIBROGEN INC | COM | 31572Q808 | 494,000 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | |||
| FUSION PHARMACEUTICALS INC | COM | 36118A100 | 1,320,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| GERON CORP | COM | 374163103 | 977,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| IMMUNOGEN INC | COM | 45253H101 | 480,000 | 124,977 | SH | SOLE | 124,977 | 0 | 0 | |||
| INCYTE CORP | COM | 45337C102 | 5,420,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 6,110,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| IVERIC BIO INC | COM | 46583P102 | 4,258,000 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| JOHNSON & JOHNSON | COM | 478160104 | 7,750,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| KARUNA THERAPEUTICS INC | COM | 48576A100 | 3,179,000 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | |||
| KEZAR LIFE SCIENCES INC | COM | 49372L100 | 548,000 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 7,268,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| MIRATI THERAPEUTICS INC | COM | 60468T105 | 5,205,000 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 4,171,000 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | |||
| PFIZER INC | COM | 717081103 | 8,160,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| PROMETHEUS BIOSCIENCES INC | COM | 74349U108 | 1,610,000 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | 5,175,000 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
| RAIN ONCOLOGY INC | COM | 75082Q105 | 2,185,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| REATA PHARMACEUTICALS INC | CL A | 75615P103 | 6,364,000 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| REATA PHARMACEUTICALS INC | CL A | 75615P103 | 27,276,000 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | ||
| REVANCE THERAPEUTICS INC | COM | 761330109 | 8,053,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 8,270,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 17,229,000 | 125,000 | SH | Call | SOLE | 125,000 | 0 | 0 | ||
| SPDR SER TR | S&P BIOTECH | 78464A870 | 22,863,000 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | ||
| SPRINGWORKS THERAPEUTICS INC | COM | 85205L107 | 710,000 | 27,578 | SH | SOLE | 27,578 | 0 | 0 | |||
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | 6,864,000 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | |||
| TARSUS PHARMACEUTICALS INC | COM | 87650L103 | 1,006,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| TG THERAPEUTICS INC | COM | 88322Q108 | 16,544,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | |||
| UNIQURE NV | SHS | N90064101 | 7,553,000 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | |||
| VANDA PHARMACEUTICALS INC | COM | 921659108 | 85,000 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | |||
| VAXCYTE INC | COM | 92243G108 | 8,433,000 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
| VIKING THERAPEUTICS INC | COM | 92686J106 | 9,990,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| VIRIDIAN THERAPEUTICS INC | COM | 92790C104 | 4,452,000 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| X4 PHARMACEUTICALS INC | COM | 98420X103 | 740,000 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | |||
| XENON PHARMACEUTICALS INC | COM | 98420N105 | 7,158,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||