EcoR1 Capital, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CENTESSA PHARMACEUTICALS PLC | 3,115,000 | 6,000,000 | +2,885,000 | 77,906,150 | 238,320,000 | 10.18% | +160,413,850 |
| AKTIS ONCOLOGY INC(AKTS) | 0 | 4,824,469 | +4,824,469 | 0 | 86,309,750 | 3.69% | +86,309,750 |
| ANAPTYSBIO INC | 7,880,094 | 7,880,094 | 0 | 382,026,957 | 437,030,013 | 18.68% | +55,003,056 |
| CG ONCOLOGY INC(CGON) | 772,000 | 1,102,000 | +330,000 | 32,053,440 | 74,583,360 | 3.19% | +42,529,920 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 1,706,469 | 1,706,469 | 0 | 290,099,730 | 322,607,964 | 13.79% | +32,508,234 |
| ORIC PHARMACEUTICALS INC(ORIC) | 6,728,116 | 6,728,116 | 0 | 55,035,989 | 85,245,230 | 3.64% | +30,209,241 |
| ETON PHARMACEUTICALS INC(ETON) | 2,030,544 | 2,171,938 | +141,394 | 34,336,499 | 53,603,430 | 2.29% | +19,266,931 |
| RELAY THERAPEUTICS INC(RLAY) | 0 | 1,904,762 | +1,904,762 | 0 | 18,952,382 | 0.81% | +18,952,382 |
| CENTESSA PHARMACEUTICALS PLC(Call) | 0 | 410,800 | +410,800 | 0 | 16,316,976 | — | +16,316,976 |
| ERASCA INC(ERAS) | 0 | 900,000 | +900,000 | 0 | 14,562,000 | 0.62% | +14,562,000 |
| EIKON THERAPEUTICS INC | 0 | 732,606 | +732,606 | 0 | 7,750,971 | 0.33% | +7,750,971 |
| REPLIMUNE GROUP INC(REPL) | 0 | 1,000,000 | +1,000,000 | 0 | 7,650,000 | 0.33% | +7,650,000 |
| ZURA BIO LTD | 0 | 1,179,715 | +1,179,715 | 0 | 7,019,304 | 0.30% | +7,019,304 |
| PHATHOM PHARMACEUTICALS INC(PHAT) | 0 | 625,000 | +625,000 | 0 | 6,943,750 | 0.30% | +6,943,750 |
| STOKE THERAPEUTICS INC(STOK) | 0 | 100,000 | +100,000 | 0 | 3,256,000 | 0.14% | +3,256,000 |
| PRELUDE THERAPEUTICS INC | 0 | 947,049 | +947,049 | 0 | 3,238,908 | 0.14% | +3,238,908 |
| HELIX ACQUISITION CORP III USD | 0 | 200,000 | +200,000 | 0 | 2,032,000 | 0.09% | +2,032,000 |
| MEREO BIOPHARMA GROUP PLC | 7,856,466 | 13,368,855 | +5,512,389 | 3,273,789 | 4,411,722 | 0.19% | +1,137,933 |
| SURROZEN INC | 4,444 | 4,444 | 0 | 100,434 | 129,454 | 0.01% | +29,020 |
| NEUROGENE INC | 1,271,342 | 1,271,342 | 0 | 26,189,645 | 25,630,255 | 1.10% | -559,390 |
| XENCOR INC(XNCR)(Call) | 67,500 | 0 | -67,500 | 1,033,425 | 0 | — | -1,033,425 |
| IBIO INC | 2,228,000 | 1,583,000 | -645,000 | 4,300,040 | 3,007,700 | 0.13% | -1,292,340 |
| CAMP4 THERAPEUTICS CORP | 325,000 | 0 | -325,000 | 1,992,250 | 0 | — | -1,992,250 |
| EVOLUS INC | 675,000 | 0 | -675,000 | 4,488,750 | 0 | — | -4,488,750 |
| GALAPAGOS NV(LKFT) | 1,667,119 | 1,667,119 | 0 | 54,514,791 | 50,013,570 | 2.14% | -4,501,221 |
| CRISPR THERAPEUTICS AG(CRSP) | 1,389,276 | 1,389,276 | 0 | 72,853,633 | 66,087,859 | 2.82% | -6,765,774 |
| NUVATION BIO INC(NUVB) | 963,333 | 0 | -963,333 | 8,631,464 | 0 | — | -8,631,464 |
| MANNKIND CORP(MNKD) | 1,660,000 | 0 | -1,660,000 | 9,412,200 | 0 | — | -9,412,200 |
| ATARA BIOTHERAPEUTICS INC | 573,183 | 99,593 | -473,590 | 10,368,880 | 471,075 | 0.02% | -9,897,805 |
| BRIDGEBIO ONCOLOGY THERAPEUT | 2,823,126 | 2,823,126 | 0 | 35,345,538 | 25,266,978 | 1.08% | -10,078,560 |
| CG ONCOLOGY INC(CGON)(Call) | 292,800 | 0 | -292,800 | 12,157,056 | 0 | — | -12,157,056 |
| ZENAS BIOPHARMA INC(ZBIO) | 789,500 | 789,500 | 0 | 28,666,745 | 15,434,725 | 0.66% | -13,232,020 |
| VOYAGER THERAPEUTICS INC | 4,002,847 | 0 | -4,002,847 | 15,731,189 | 0 | — | -15,731,189 |
| AQUESTIVE THERAPEUTICS INC | 2,625,000 | 0 | -2,625,000 | 16,957,500 | 0 | — | -16,957,500 |
| VAXCYTE INC(PCVX) | 450,000 | 0 | -450,000 | 20,763,000 | 0 | — | -20,763,000 |
| STRUCTURE THERAPEUTICS INC | 334,380 | 0 | -334,380 | 23,256,129 | 0 | — | -23,256,129 |
| XENCOR INC(XNCR) | 3,251,112 | 2,183,000 | -1,068,112 | 49,774,525 | 26,326,980 | 1.13% | -23,447,545 |
| ZYMEWORKS INC(ZYME) | 22,970,388 | 22,970,388 | 0 | 604,810,316 | 575,178,516 | 24.58% | -29,631,800 |
| MBX BIOSCIENCES INC(MBX) | 2,123,604 | 777,000 | -1,346,604 | 66,978,470 | 23,193,450 | 0.99% | -43,785,020 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 4,288,120 | 4,288,120 | 0 | 199,611,986 | 155,744,518 | 6.66% | -43,867,468 |
| IMMUNOME INC(IMNM) | 2,855,590 | 0 | -2,855,590 | 61,338,073 | 0 | — | -61,338,073 |