13F HOLDINGS REPORT
BIOIMPACT CAPITAL LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000950123-23-010967
Total Value
$374.6M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Cullinan Oncology, Inc. | CGEM | 7,648,268 | $69.2M | 18.48% |
| 2 | Olema Pharmaceuticals, Inc. | OLMA | 1,857,681 | $22.9M | 6.12% |
| 3 | Geron Corporation | GERN | 10,712,481 | $22.7M | 6.06% |
| 4 | Repare Therapeutics, Inc. | 760273102 | 1,639,849 | $19.8M | 5.29% |
| 5 | iTeos Therapeutics, Inc. | 46565G104 | 1,745,943 | $19.1M | 5.10% |
| 6 | Intellia Therapeutics, Inc. | NTLA | 544,639 | $17.2M | 4.60% |
| 7 | Moonlake Immunotherapeutics | MLTX | 294,190 | $16.8M | 4.48% |
| 8 | Iovance Biotherapeutics Inc | IOVA | 3,287,397 | $15.0M | 3.99% |
| 9 | Crinetics Pharmaceuticals Inc. | CRNX | 479,053 | $14.2M | 3.80% |
| 10 | Insmed Incorporated | INSM | 527,458 | $13.3M | 3.56% |
| 11 | STRUCTURE THERAPEUTICS INC | GPCR | 230,761 | $11.6M | 3.11% |
| 12 | Verve Therapeutics, Inc | 92539P101 | 857,940 | $11.4M | 3.04% |
| 13 | Relay Therapeutics Inc. | RLAY | 1,352,133 | $11.4M | 3.04% |
| 14 | REGENXBIO Inc. | RGNX | 656,718 | $10.8M | 2.89% |
| 15 | CYMABAY THERAPEUTICS INC | 23257D103 | 610,770 | $9.1M | 2.43% |
| 16 | Karuna Therapeutics Inc | 48576A100 | 53,210 | $9.0M | 2.40% |
| 17 | Amicus Therapeutics Inc. | FOLD | 716,139 | $8.7M | 2.32% |
| 18 | Revolution Medicines, Inc. | RVMDW | 273,408 | $7.6M | 2.02% |
| 19 | Xeris Biopharma Holdings Inc | XERS | 3,987,967 | $7.4M | 1.98% |
| 20 | Avadel Pharmaceuticals PLC | 05337M104 | 664,224 | $6.8M | 1.83% |
| 21 | Axsome Therapeutics, Inc. | AXSM | 93,586 | $6.5M | 1.75% |
| 22 | Madrigal Pharmaceuticals inc | MDGL | 40,859 | $6.0M | 1.59% |
| 23 | Kalvista Pharmaceuticals Inc | KALV | 577,958 | $5.6M | 1.49% |
| 24 | Werewolf Therapeutics, Inc. | HOWL | 2,388,011 | $5.1M | 1.36% |
| 25 | Travere Therapeutics Inc. | TVTX | 552,846 | $4.9M | 1.32% |
| 26 | MORPHIC HOLDING INC | 61775R105 | 200,000 | $4.6M | 1.22% |
| 27 | Adaptimmune Therapeutics plc | ADTI | 5,095,912 | $4.0M | 1.06% |
| 28 | Viridian Therapeutics Inc | VRDN | 255,323 | $3.9M | 1.05% |
| 29 | Phathom Pharmaceuticals inc | PHAT | 347,332 | $3.6M | 0.96% |
| 30 | VIKING THERAPEUTICS INC | VKTX | 325,000 | $3.6M | 0.96% |
| 31 | Inozyme Pharma Inc. | 45790W108 | 326,921 | $1.4M | 0.37% |
| 32 | Harpoon Therapeutics, Inc. | 41358P205 | 319,670 | $1.3M | 0.34% |