Cormorant Asset Management, LP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.5T
Holdings
64
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (64 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IFRXINFLARX NV | 2,590,000 | $97.9B | 6.62% | |
| 2 | XBISPDR SERIES TRUST | 925,000 | $83.8B | 5.66% | Put |
| 3 | MRTXEURMIRATI THERAPEUTICS INC | 1,075,000 | $78.8B | 5.33% | |
| 4 | ASNDASCENDIS PHARMA A S | 600,000 | $70.6B | 4.77% | |
| 5 | APLSAPELLIS PHARMACEUTICALS INC | 3,600,000 | $70.2B | 4.74% | |
| 6 | ANABANAPTYSBIO INC | 920,000 | $67.2B | 4.54% | |
| 7 | —BIOHAVEN PHARMACTL HLDG CO L | 1,100,000 | $56.6B | 3.83% | |
| 8 | RETAEURREATA PHARMACEUTICALS INC-A | 615,000 | $52.6B | 3.55% | |
| 9 | —PRINCIPIA BIOPHARMA INC | 1,411,898 | $48.0B | 3.24% | |
| 10 | —QUOTIENT LTD | 4,600,000 | $41.4B | 2.80% | |
| 11 | 1T7TRICIDA INC | 1,009,586 | $39.0B | 2.64% | |
| 12 | 2L9BLUEPRINT MEDICINES CORP | 450,000 | $36.0B | 2.43% | |
| 13 | SRPTSAREPTA THERAPEUTICS INC | 300,000 | $35.8B | 2.42% | |
| 14 | CCXIEURCHEMOCENTRYX INC | 2,525,900 | $35.1B | 2.37% | |
| 15 | GLPGGALAPAGOS NV | 300,000 | $35.0B | 2.36% | |
| 16 | ARGXARGENX SE | 275,000 | $34.3B | 2.32% | |
| 17 | CRSPCRISPR THERAPEUTICS AG | 900,000 | $32.1B | 2.17% | |
| 18 | —MYOKARDIA INC | 600,000 | $31.2B | 2.11% | |
| 19 | AXNX*AXONICS MODULATION TECH INC | 1,272,495 | $30.5B | 2.06% | |
| 20 | ALLKGUSDALLAKOS INC | 750,000 | $30.4B | 2.05% | |
| 21 | RCKTROCKET PHARMACEUTICALS INC | 1,700,000 | $29.8B | 2.02% | |
| 22 | AUTLAUTOLUS THERAPEUTICS PLC | 850,000 | $26.8B | 1.81% | |
| 23 | —ZOGENIX INC | 450,000 | $24.8B | 1.67% | |
| 24 | KURAKURA ONCOLOGY INC | 1,400,000 | $23.2B | 1.57% | |
| 25 | KZRKEZAR LIFE SCIENCES INC | 1,300,000 | $23.1B | 1.56% | |
| 26 | ATRAGBXATARA BIOTHERAPEUTICS INC | 550,000 | $21.9B | 1.48% | |
| 27 | SG7SAGE THERAPEUTICS INC | 130,000 | $20.7B | 1.40% | |
| 28 | YMABUSDY-MABS THERAPEUTICS INC | 715,482 | $18.8B | 1.27% | |
| 29 | —CONSTELLATION PHARMACEUTICALS I | 1,271,687 | $17.2B | 1.16% | |
| 30 | NKTREURNEKTAR THERAPEUTICS | 500,000 | $16.8B | 1.14% | |
| 31 | TWSTTWIST BIOSCIENCE CORP | 706,064 | $16.4B | 1.11% | |
| 32 | —MYOVANT SCIENCES LTD | 650,000 | $15.5B | 1.05% | |
| 33 | INSPINSPIRE MED SYS INC | 250,000 | $14.2B | 0.96% | |
| 34 | GOSSGOSSAMER BIO INC | 653,129 | $14.2B | 0.96% | |
| 35 | DTILPRECISION BIOSCIENCES INC | 780,018 | $14.0B | 0.95% | |
| 36 | AMRNAMARIN CORP PLC | 600,000 | $12.5B | 0.84% | |
| 37 | ARRYEURARRAY BIOPHARMA INC | 500,000 | $12.2B | 0.82% | |
| 38 | —EIDOS THERAPEUTICS INC | 507,564 | $11.9B | 0.80% | |
| 39 | RUBYUSDRUBIUS THERAPEUTICS INC | 650,000 | $11.8B | 0.80% | |
| 40 | ORTXUSDORCHARD THERAPEUTICS PLC | 650,143 | $11.6B | 0.79% | |
| 41 | ARNAEURARENA PHARMACEUTICALS INC | 250,000 | $11.2B | 0.76% | |
| 42 | ZLABZAI LAB LTD | 350,000 | $10.3B | 0.70% | |
| 43 | —RA PHARMACEUTICALS INC | 400,000 | $9.0B | 0.61% | |
| 44 | GNFTYGENFIT S A | 350,000 | $8.4B | 0.57% | |
| 45 | —PHASEBIO PHARMACEUTICALS INC | 839,642 | $8.0B | 0.54% | |
| 46 | NBIXNEUROCRINE BIOSCIENCES INC | 90,000 | $7.9B | 0.54% | |
| 47 | —AVROBIO INC | 300,000 | $6.6B | 0.45% | |
| 48 | —HARPOON THERAPEUTICS INC | 673,891 | $6.4B | 0.43% | |
| 49 | KNSAKINIKSA PHARMACEUTICALS LTD | 270,000 | $4.9B | 0.33% | |
| 50 | NERVGBPMINERVA NEUROSCIENCES INC | 607,903 | $4.8B | 0.32% | |
| 51 | —TRANSLATE BIO INC | 454,549 | $4.6B | 0.31% | |
| 52 | ASNSUSDX4 PHARMACEUTICALS INC | 252,749 | $4.4B | 0.30% | |
| 53 | —AUDENTES THERAPEUTICS INC | 100,000 | $3.9B | 0.26% | |
| 54 | HRTXHERON THERAPEUTICS INC | 150,000 | $3.7B | 0.25% | |
| 55 | SRRKSCHOLAR ROCK HLDG CORP | 178,891 | $3.4B | 0.23% | |
| 56 | ITRMITERUM THERAPEUTICS PLC | 398,300 | $3.2B | 0.22% | |
| 57 | COLLCOLLEGIUM PHARMACEUTICAL INC | 200,000 | $3.0B | 0.20% | |
| 58 | —ABEONA THERAPEUTICS INC | 400,000 | $2.9B | 0.20% | |
| 59 | INCYINCYTE CORP | 30,000 | $2.6B | 0.17% | |
| 60 | ACRSACLARIS THERAPEUTICS INC | 420,555 | $2.5B | 0.17% | |
| 61 | SLDBSOLID BIOSCIENCES INC | 250,000 | $2.3B | 0.16% | |
| 62 | XLRNACCELERON PHARMA INC | 40,000 | $1.9B | 0.13% | |
| 63 | —OUTLOOK THERAPEUTICS INC | 416,666 | $150.0M | 0.01% | |
| 64 | —CELLECTAR BIOSCIENCES-CW19 | 52,999 | $5.0M | 0.00% |