13F HOLDINGS REPORT
Darwin Global Management, Ltd.
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001892688-24-000095
Total Value
$859.5M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CYTOKINETICS INC | CYTK | 4,575,558 | $246.1M | 28.63% |
| 2 | INSMED INC | INSM | 3,541,095 | $237.1M | 27.58% |
| 3 | VAXCYTE INC | PCVX | 2,080,946 | $163.9M | 19.07% |
| 4 | GERON CORP | GERN | 23,915,480 | $106.2M | 12.35% |
| 5 | KEROS THERAPEUTICS INC | KROS | 1,525,902 | $68.8M | 8.00% |
| 6 | CORBUS PHARMACEUTICALS HLDGS | CRBP | 325,140 | $14.3M | 1.66% |
| 7 | SPYRE THERAPEUTICS INC | SYRE | 452,040 | $10.3M | 1.19% |
| 8 | AVIDITY BIOSCIENCES INC | 05370A108 | 200,000 | $8.1M | 0.94% |
| 9 | ELEVATION ONCOLOGY INC | 28623U101 | 1,916,290 | $4.8M | 0.56% |