EcoR1 Capital, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UNIQURE NV(QURE) | 3,988,971 | 3,988,971 | 0 | 55,606,256 | 232,836,237 | 11.17% | +177,229,981 |
| ZYMEWORKS INC(ZYME) | 22,970,388 | 22,970,388 | 0 | 288,278,369 | 392,334,227 | 18.83% | +104,055,858 |
| ANAPTYSBIO INC | 7,880,094 | 7,880,094 | 0 | 174,938,087 | 241,288,478 | 11.58% | +66,350,391 |
| ORIC PHARMACEUTICALS INC(ORIC) | 1,618,068 | 6,728,116 | +5,110,048 | 16,423,390 | 80,737,392 | 3.87% | +64,314,002 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 4,288,120 | 4,288,120 | 0 | 123,326,331 | 178,600,198 | 8.57% | +55,273,867 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 1,706,469 | 1,706,469 | 0 | 181,090,490 | 224,912,614 | 10.79% | +43,822,124 |
| TANGO THERAPEUTICS INC(TNGX) | 10,630,736 | 10,630,736 | 0 | 54,429,368 | 89,298,182 | 4.29% | +34,868,814 |
| BRIDGEBIO ONCOLOGY THERAPEUT | 0 | 2,823,126 | +2,823,126 | 0 | 32,691,799 | 1.57% | +32,691,799 |
| GALAPAGOS NV(LKFT) | 1,036,945 | 1,667,119 | +630,174 | 29,024,091 | 57,749,002 | 2.77% | +28,724,911 |
| MBX BIOSCIENCES INC(MBX) | 1,149,794 | 2,123,604 | +973,810 | 13,119,150 | 37,163,070 | 1.78% | +24,043,920 |
| XENCOR INC(XNCR) | 6,144,767 | 6,144,767 | 0 | 48,297,869 | 72,078,117 | 3.46% | +23,780,248 |
| CRISPR THERAPEUTICS AG(CRSP) | 1,389,276 | 1,389,276 | 0 | 67,574,385 | 90,038,978 | 4.32% | +22,464,593 |
| AVIDITY BIOSCIENCES INC | 500,000 | 765,000 | +265,000 | 14,200,000 | 33,331,050 | 1.60% | +19,131,050 |
| ETON PHARMACEUTICALS INC(ETON) | 2,030,544 | 2,030,544 | 0 | 28,935,252 | 44,123,721 | 2.12% | +15,188,469 |
| AQUESTIVE THERAPEUTICS INC | 0 | 2,625,000 | +2,625,000 | 0 | 14,673,750 | 0.70% | +14,673,750 |
| CENTESSA PHARMACEUTICALS PLC | 0 | 550,000 | +550,000 | 0 | 13,337,500 | 0.64% | +13,337,500 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 75,000 | 75,000 | 0 | 22,698,000 | 34,399,500 | 1.65% | +11,701,500 |
| IMMUNOME INC(IMNM) | 4,079,415 | 4,079,415 | 0 | 37,938,560 | 47,769,950 | 2.29% | +9,831,390 |
| PRIME MEDICINE INC | 0 | 1,543,326 | +1,543,326 | 0 | 8,550,026 | 0.41% | +8,550,026 |
| METSERA INC | 271,529 | 271,529 | 0 | 7,725,000 | 14,209,113 | 0.68% | +6,484,113 |
| ATARA BIOTHERAPEUTICS INC | 573,183 | 573,183 | 0 | 4,424,973 | 8,213,712 | 0.39% | +3,788,739 |
| PEPGEN INC | 0 | 800,000 | +800,000 | 0 | 3,696,000 | 0.18% | +3,696,000 |
| NEUROGENE INC | 1,271,342 | 1,271,342 | 0 | 19,006,563 | 22,032,357 | 1.06% | +3,025,794 |
| NUVATION BIO INC(NUVB) | 963,333 | 963,333 | 0 | 1,878,499 | 3,564,332 | 0.17% | +1,685,833 |
| COMPASS PATHWAYS PLC(CMPS) | 0 | 265,137 | +265,137 | 0 | 1,519,235 | 0.07% | +1,519,235 |
| ALKERMES PLC(ALKS) | 500,000 | 500,000 | 0 | 14,305,000 | 15,000,000 | 0.72% | +695,000 |
| SURROZEN INC | 66,665 | 66,665 | 0 | 595,985 | 859,312 | 0.04% | +263,327 |
| UNIQURE NV(QURE)(Call) | 135,000 | 0 | -135,000 | 1,881,900 | 0 | — | -1,881,900 |
| MACROGENICS INC | 1,602,717 | 0 | -1,602,717 | 1,939,288 | 0 | — | -1,939,288 |
| WHITEHAWK THERAPEUTICS INC | 1,091,417 | 0 | -1,091,417 | 2,040,950 | 0 | — | -2,040,950 |
| HILLEVAX INC | 2,420,243 | 0 | -2,420,243 | 4,816,284 | 0 | — | -4,816,284 |
| DAY ONE BIOPHARMACEUTICALS I | 862,068 | 0 | -862,068 | 5,603,442 | 0 | — | -5,603,442 |
| ADAPTIMMUNE THERAPEUTICS PLC | 27,404,070 | 0 | -27,404,070 | 6,568,756 | 0 | — | -6,568,756 |
| REPLIMUNE GROUP INC(REPL) | 850,341 | 0 | -850,341 | 7,899,668 | 0 | — | -7,899,668 |
| VOYAGER THERAPEUTICS INC | 3,917,546 | 670,303 | -3,247,243 | 12,183,568 | 3,130,315 | 0.15% | -9,053,253 |
| PACIRA BIOSCIENCES INC(PCRX) | 457,471 | 0 | -457,471 | 10,933,557 | 0 | — | -10,933,557 |
| KURA ONCOLOGY INC(KURA) | 4,200,000 | 872,500 | -3,327,500 | 24,234,000 | 7,721,625 | 0.37% | -16,512,375 |
| TECTONIC THERAPEUTIC INC | 935,121 | 0 | -935,121 | 18,580,854 | 0 | — | -18,580,854 |
| VERONA PHARMA PLC | 200,000 | 0 | -200,000 | 18,916,000 | 0 | — | -18,916,000 |
| AKERO THERAPEUTICS INC | 440,000 | 0 | -440,000 | 23,478,400 | 0 | — | -23,478,400 |
| JANUX THERAPEUTICS INC(JANX) | 1,469,818 | 0 | -1,469,818 | 33,952,796 | 0 | — | -33,952,796 |
| ITEOS THERAPEUTICS INC | 10,688,978 | 0 | -10,688,978 | 106,569,111 | 0 | — | -106,569,111 |
| APELLIS PHARMACEUTICALS INC | 11,895,808 | 3,447,156 | -8,448,652 | 205,916,436 | 78,009,140 | 3.74% | -127,907,296 |