13F HOLDINGS REPORT
BIOIMPACT CAPITAL LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000950123-25-005756
Total Value
$581.7M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Cullinan Therapeutics, Inc. | CGEM | 7,648,268 | $57.9M | 9.95% |
| 2 | Madrigal Pharmaceuticals Inc | MDGL | 100,415 | $33.3M | 5.72% |
| 3 | Zai Lab Ltd | ZLAB | 833,659 | $30.1M | 5.18% |
| 4 | Edgewise Therapeutics Inc | EWTX | 1,105,444 | $24.3M | 4.18% |
| 5 | Lantheus Holdings Inc | LNTH | 232,387 | $22.7M | 3.90% |
| 6 | PTC Therapeutics Inc | PTCT | 439,977 | $22.4M | 3.85% |
| 7 | Natera Inc | NTRA | 157,047 | $22.2M | 3.82% |
| 8 | Trevi Therapeutics Inc | TRVI | 3,428,366 | $21.6M | 3.71% |
| 9 | Crinetics Pharmaceuticals Inc. | CRNX | 631,964 | $21.2M | 3.64% |
| 10 | Avidity Biosciences Inc | 05370A108 | 714,224 | $21.1M | 3.62% |
| 11 | Guardant Health Inc | GH | 442,656 | $18.9M | 3.24% |
| 12 | United Therapeutics Corp. | UTHR | 58,907 | $18.2M | 3.12% |
| 13 | ARS Pharmaceuticals Inc | SPRY | 1,313,104 | $16.5M | 2.84% |
| 14 | Compass Therapeutics, Inc. | CMPX | 8,442,783 | $16.0M | 2.76% |
| 15 | Janux Therapeutics Inc | JANX | 567,193 | $15.3M | 2.63% |
| 16 | Ultragenyx Pharmaceutical Inc | RARE | 398,445 | $14.4M | 2.48% |
| 17 | Moonlake Immunotherapeutics | MLTX | 316,049 | $12.3M | 2.12% |
| 18 | Wave Life Sciences PTE LTD | WVE | 1,509,580 | $12.2M | 2.10% |
| 19 | Revolution Medicines, Inc. | RVMDW | 317,083 | $11.2M | 1.93% |
| 20 | Alkermes Plc | ALKS | 337,603 | $11.1M | 1.92% |
| 21 | Olema Pharmaceuticals, Inc. | OLMA | 2,930,446 | $11.0M | 1.89% |
| 22 | Rocket Pharmaceuticals, Inc. | RCKTW | 1,618,265 | $10.8M | 1.86% |
| 23 | iTeos Therapeutics, Inc. | 46565G104 | 1,745,943 | $10.4M | 1.79% |
| 24 | Cartesian Therapeutics Inc | RNAC | 790,779 | $10.4M | 1.79% |
| 25 | Twist Bioscience Corp | TWST | 261,215 | $10.3M | 1.76% |
| 26 | Xenon Pharmaceuticals Inc | XENE | 303,398 | $10.2M | 1.75% |
| 27 | Vera Therapeutics Inc. | VERA | 415,719 | $10.0M | 1.72% |
| 28 | Replimune Group Inc | REPL | 987,036 | $9.6M | 1.65% |
| 29 | Iovance Biotherapeutics Inc | IOVA | 2,708,582 | $9.0M | 1.55% |
| 30 | Context Therapeutics Inc | CNTX | 14,705,882 | $9.0M | 1.55% |
| 31 | MBX Biosciences Inc | MBX | 1,132,950 | $8.4M | 1.44% |
| 32 | Nuvation Bio Inc | NUVB | 4,652,243 | $8.2M | 1.41% |
| 33 | Oric Pharmaceuticals Inc | ORIC | 1,399,514 | $7.8M | 1.34% |
| 34 | Ideaya Biosciences, Inc. | IDYA | 430,161 | $7.0M | 1.21% |
| 35 | Solid Biosciences Inc | SLDB | 1,642,356 | $6.1M | 1.04% |
| 36 | Relay Therapeutics Inc. | RLAY | 2,295,924 | $6.0M | 1.03% |
| 37 | Stoke Therapeutics Inc | STOK | 693,988 | $4.6M | 0.79% |
| 38 | Veru Inc. | VERU | 6,592,727 | $3.2M | 0.56% |
| 39 | Werewolf Therapeutics, Inc. | HOWL | 2,408,810 | $2.3M | 0.40% |
| 40 | Design Therapeutics Inc | DSGN | 562,943 | $2.2M | 0.37% |
| 41 | Adaptimmune Therapeutics plc | ADTI | 4,894,344 | $964,186 | 0.17% |
| 42 | Repare Therapeutics, Inc. | 760273102 | 819,924 | $808,445 | 0.14% |
| 43 | ALX Oncology Holdings Inc. | ALXO | 550,000 | $342,650 | 0.06% |