13F HOLDINGS REPORT
Cormorant Asset Management, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001583977-23-000001
Total Value
$1.5M
Positions
73
Other Managers
1
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROMETHEUS BIOSCIENCES INC | 74349U108 | 2,090,000 | $229,900 | 15.38% |
| 2 | APELLIS PHARMACEUTICALS INC | APLS | 1,576,872 | $81,540 | 5.46% |
| 3 | ARCELLX INC | ACLX | 2,075,000 | $64,284 | 4.30% |
| 4 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 6,065,001 | $63,683 | 4.26% |
| 5 | AVIDITY BIOSCIENCES INC | 05370A108 | 2,762,115 | $61,291 | 4.10% |
| 6 | AEROVATE THERAPEUTICS INC | 008064107 | 1,957,132 | $57,344 | 3.84% |
| 7 | DESIGN THERAPEUTICS INC | DSGN | 5,150,000 | $52,839 | 3.54% |
| 8 | ERASCA INC | ERAS | 10,813,246 | $46,605 | 3.12% |
| 9 | REVOLUTION MEDICINES INC | RVMDW | 1,895,066 | $45,140 | 3.02% |
| 10 | ALTIMMUNE INC | ALT | 2,600,000 | $42,770 | 2.86% |
| 11 | VENTYX BIOSCIENCES INC | 92332V107 | 1,080,643 | $35,434 | 2.37% |
| 12 | 89BIO INC | 282559103 | 2,550,000 | $32,462 | 2.17% |
| 13 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,100,000 | $32,131 | 2.15% |
| 14 | BIOATLA INC | BCAB | 3,680,365 | $30,363 | 2.03% |
| 15 | TANGO THERAPEUTICS INC | TNGX | 4,116,949 | $29,848 | 2.00% |
| 16 | BIOMEA FUSION INC | BMEA | 3,170,872 | $26,730 | 1.79% |
| 17 | EDGEWISE THERAPEUTICS INC | EWTX | 2,946,887 | $26,345 | 1.76% |
| 18 | SAREPTA THERAPEUTICS INC | SRPT | 200,000 | $25,916 | 1.73% |
| 19 | TARSUS PHARMACEUTICALS INC | TARS | 1,736,422 | $25,456 | 1.70% |
| 20 | AXSOME THERAPEUTICS INC | AXSM | 325,000 | $25,067 | 1.68% |
| 21 | ASTRIA THERAPEUTICS INC | 04635X102 | 1,650,000 | $24,569 | 1.64% |
| 22 | RAIN ONCOLOGY INC | 75082Q105 | 2,978,660 | $23,829 | 1.59% |
| 23 | MONTE ROSA THERAPEUTICS INC | GLUE | 2,893,717 | $22,021 | 1.47% |
| 24 | VECTIVBIO HLDG AG | H9060V101 | 2,536,617 | $21,980 | 1.47% |
| 25 | KARUNA THERAPEUTICS INC | 48576A100 | 110,000 | $21,615 | 1.45% |
| 26 | AMYLYX PHARMACEUTICALS INC | AMLX | 550,000 | $20,323 | 1.36% |
| 27 | AXONICS INC | 05465P101 | 322,240 | $20,150 | 1.35% |
| 28 | CABALETTA BIO INC | CABA | 1,971,739 | $18,239 | 1.22% |
| 29 | MIRATI THERAPEUTICS INC | 60468T105 | 400,000 | $18,124 | 1.21% |
| 30 | ROCKET PHARMACEUTICALS INC | RCKTW | 868,550 | $16,998 | 1.14% |
| 31 | VAXCYTE INC | PCVX | 325,000 | $15,584 | 1.04% |
| 32 | PLIANT THERAPEUTICS INC | PLRX | 782,788 | $15,131 | 1.01% |
| 33 | PRIME MEDICINE INC | PRME | 734,350 | $13,644 | 0.91% |
| 34 | CYTOKINETICS INC | CYTK | 296,000 | $13,563 | 0.91% |
| 35 | IMMUNEERING CORP | IMRX | 2,286,181 | $11,088 | 0.74% |
| 36 | GREENLIGHT BIOSCIENCS HLDS P | 39536G105 | 9,188,659 | $10,843 | 0.73% |
| 37 | BRIDGEBIO PHARMA INC | BBIO | 1,369,179 | $10,433 | 0.70% |
| 38 | COGENT BIOSCIENCES INC | COGT | 900,000 | $10,404 | 0.70% |
| 39 | STOKE THERAPEUTICS INC | STOK | 1,087,807 | $10,040 | 0.67% |
| 40 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 650,000 | $9,620 | 0.64% |
| 41 | PHARVARIS N V | PHVS | 816,460 | $9,185 | 0.61% |
| 42 | VIGIL NEUROSCIENCE INC | 92673K108 | 616,786 | $7,710 | 0.52% |
| 43 | ATEA PHARMACEUTICALS INC | AVIR | 1,547,181 | $7,442 | 0.50% |
| 44 | IMMUNOVANT INC | IMVT | 400,000 | $7,100 | 0.48% |
| 45 | LONGBOARD PHARMACEUTICALS IN | 54300N103 | 2,118,283 | $6,906 | 0.46% |
| 46 | ALX ONCOLOGY HLDGS INC | ALXO | 612,079 | $6,898 | 0.46% |
| 47 | VERVE THERAPEUTICS INC | 92539P101 | 350,000 | $6,773 | 0.45% |
| 48 | ALTIMMUNE INC | ALT | 400,000 | $6,580 | 0.44% |
| 49 | VIKING THERAPEUTICS INC | VKTX | 700,000 | $6,580 | 0.44% |
| 50 | IDEAYA BIOSCIENCES INC | IDYA | 350,000 | $6,360 | 0.43% |
| 51 | ASCENDIS PHARMA A/S | ASND | 50,000 | $6,107 | 0.41% |
| 52 | POSEIDA THERAPEUTICS INC | 73730P108 | 1,150,000 | $6,095 | 0.41% |
| 53 | GH RESEARCH PLC | GHRS | 593,043 | $5,764 | 0.39% |
| 54 | ADICET BIO INC | ACET | 600,000 | $5,364 | 0.36% |
| 55 | AMBRX BIOPHARMA INC | 02290A102 | 2,336,389 | $5,304 | 0.35% |
| 56 | ICOSAVAX INC | 45114M109 | 643,825 | $5,112 | 0.34% |
| 57 | OLEMA PHARMACEUTICALS INC | OLMA | 2,082,000 | $5,101 | 0.34% |
| 58 | KEROS THERAPEUTICS INC | KROS | 100,000 | $4,802 | 0.32% |
| 59 | ELEDON PHARMACEUTICALS INC | ELDN | 1,217,882 | $2,777 | 0.19% |
| 60 | ELEVATION ONCOLOGY INC | 28623U101 | 1,952,032 | $1,854 | 0.12% |
| 61 | CENTESSA PHARMACEUTICALS PLC | CNTA | 561,600 | $1,741 | 0.12% |
| 62 | X4 PHARMACEUTICALS INC | XFOR | 1,628,980 | $1,618 | 0.11% |
| 63 | GALECTO INC | 36322Q107 | 1,020,238 | $1,173 | 0.08% |
| 64 | BIOHAVEN LTD | BHVN | 81,963 | $1,138 | 0.08% |
| 65 | CHEMOMAB THERAPEUTICS LTD | CMMB | 288,169 | $922 | 0.06% |
| 66 | TALARIS THERAPEUTICS INC | 87410C104 | 900,649 | $919 | 0.06% |
| 67 | PYXIS ONCOLOGY INC | PYXS | 668,854 | $896 | 0.06% |
| 68 | AUTOLUS THERAPEUTICS PLC | AUTL | 392,167 | $745 | 0.05% |
| 69 | Y-MABS THERAPEUTICS INC | 984241109 | 150,000 | $732 | 0.05% |
| 70 | GRAPHITE BIO INC | 38870X104 | 199,547 | $662 | 0.04% |
| 71 | HARPOON THERAPEUTICS INC | 41358P106 | 540,600 | $392 | 0.03% |
| 72 | ATRECA INC | 04965G109 | 319,057 | $255 | 0.02% |
| 73 | ORCHARD THERAPEUTICS PLC | 68570P101 | 256,649 | $95 | 0.01% |