13F HOLDINGS REPORT
BIOIMPACT CAPITAL LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000950123-23-002440
Total Value
$385.5M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Cullinan Oncology, Inc. | CGEM | 7,648,268 | $80.7M | 20.93% |
| 2 | iTeos Therapeutics, Inc. | 46565G104 | 1,745,943 | $34.1M | 8.85% |
| 3 | Inhibrx, Inc Com | INBX | 1,286,435 | $31.7M | 8.22% |
| 4 | Repare Therapeutics, Inc. | 760273102 | 1,639,849 | $24.1M | 6.26% |
| 5 | Iveric Bio Inc | 46583P102 | 1,059,688 | $22.7M | 5.89% |
| 6 | Uniqure N.V. | QURE | 939,966 | $21.3M | 5.53% |
| 7 | Geron Corporation | GERN | 8,466,981 | $20.5M | 5.32% |
| 8 | Intellia Therapeutics, Inc. | NTLA | 455,238 | $15.9M | 4.12% |
| 9 | Verve Therapeutics, Inc | 92539P101 | 808,661 | $15.6M | 4.06% |
| 10 | REGENXBIO Inc. | RGNX | 621,372 | $14.1M | 3.66% |
| 11 | Iovance Biotherapeutics Inc Com | IOVA | 2,149,550 | $13.7M | 3.56% |
| 12 | Provention Bio Inc | 74374N102 | 898,483 | $9.5M | 2.46% |
| 13 | Insmed Incorporated | INSM | 410,463 | $8.2M | 2.13% |
| 14 | Madrigal Pharmaceuticals inc | MDGL | 26,773 | $7.8M | 2.02% |
| 15 | Harmony Biosciences Hldgs Inc. | HRMY | 139,377 | $7.7M | 1.99% |
| 16 | Reata Pharmaceuticals inc-a | 75615P103 | 194,181 | $7.4M | 1.91% |
| 17 | Crinetics Pharmaceuticals Inc. | CRNX | 371,639 | $6.8M | 1.76% |
| 18 | Travere Therapeutics Inc. | TVTX | 281,711 | $5.9M | 1.54% |
| 19 | Werewolf Therapeutics, Inc. | HOWL | 2,388,011 | $4.9M | 1.27% |
| 20 | Amicus Therapeutics Inc. | FOLD | 400,410 | $4.9M | 1.27% |
| 21 | Axsome Therapeutics, Inc. | AXSM | 51,975 | $4.0M | 1.04% |
| 22 | Arcutis Biotherapeutics inc | ARQT | 262,069 | $3.9M | 1.01% |
| 23 | Revolution Medicines, Inc. | RVMDW | 149,043 | $3.6M | 0.92% |
| 24 | G1 Therapeutics, Inc. | 3621LQ109 | 650,000 | $3.5M | 0.92% |
| 25 | TCR2 Therapeutics, Inc. | 87808K106 | 3,370,982 | $3.4M | 0.87% |
| 26 | Harpoon Therapeutics, Inc. | 41358P106 | 3,196,707 | $2.3M | 0.60% |
| 27 | Phathom Pharmaceuticals inc | PHAT | 195,942 | $2.2M | 0.57% |
| 28 | Chinook Therapeutics, Inc. | 16961L106 | 80,000 | $2.1M | 0.54% |
| 29 | Praxis Precision Medicines Inc. | PRAX | 610,000 | $1.5M | 0.38% |
| 30 | Oncorus, Inc. | 68236R103 | 2,377,031 | $601,389 | 0.16% |
| 31 | AVROBIO, Inc. | 05455M100 | 647,918 | $461,901 | 0.12% |
| 32 | Black Diamond Therapeutics, Inc. | BDTX | 144,888 | $260,798 | 0.07% |
| 33 | Inozyme Pharma Inc. | 45790W108 | 230,500 | $242,025 | 0.06% |