Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VERONA PHARMA PLC | 1,436,878 | 1,436,878 | 0 | 66,729 | 91,227 | 19.04% | +24,499 |
| MINERALYS THERAPEUTICS INC(MLYS) | 1,011,155 | 2,149,667 | +1,138,512 | 12,447 | 34,137 | 7.12% | +21,689 |
| REVOLUTION MEDICINES INC(RVMD) | 0 | 465,000 | +465,000 | 0 | 16,442 | 3.43% | +16,442 |
| SAGE THERAPEUTICS INC | 3,052,538 | 3,052,538 | 0 | 16,575 | 24,268 | 5.06% | +7,692 |
| EXELIXIS INC(EXEL) | 1,525,730 | 1,525,730 | 0 | 50,807 | 56,330 | 11.75% | +5,523 |
| MERUS N V | 255,000 | 376,954 | +121,954 | 10,723 | 15,866 | 3.31% | +5,143 |
| LIQUIDIA CORPORATION(LQDA) | 8,118,592 | 8,118,592 | 0 | 115,528 | 119,749 | 24.99% | +4,222 |
| EVOLUS INC | 2,692,388 | 2,731,154 | +38,766 | 29,724 | 32,856 | 6.86% | +3,132 |
| ABIVAX SA(ABVX) | 752,167 | 1,269,119 | +516,952 | 5,506 | 7,932 | 1.66% | +2,426 |
| BIOCRYST PHARMACEUTICALS INC(BCRX) | 2,995,932 | 3,107,669 | +111,737 | 22,529 | 23,308 | 4.86% | +778 |
| REZOLUTE INC | 0 | 141,309 | +141,309 | 0 | 410 | 0.09% | +410 |
| TYRA BIOSCIENCES INC(TYRA) | 0 | 25,000 | +25,000 | 0 | 233 | 0.05% | +233 |
| AGIOS PHARMACEUTICALS INC(AGIO) | 626,280 | 701,280 | +75,000 | 20,580 | 20,548 | 4.29% | -32 |
| ENANTA PHARMACEUTICALS INC | 184,826 | 0 | -184,826 | 1,063 | 0 | — | -1,063 |
| VERRICA PHARMACEUTICALS INC | 7,429,687 | 8,992,954 | +1,563,267 | 5,201 | 3,977 | 0.83% | -1,224 |
| ANIKA THERAPEUTICS INC | 1,435,130 | 1,435,130 | 0 | 23,622 | 21,570 | 4.50% | -2,052 |
| Y-MABS THERAPEUTICS INC | 1,767,982 | 2,342,609 | +574,627 | 13,843 | 10,378 | 2.17% | -3,466 |