Cormorant Asset Management, LP Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$566.4B
Holdings
51
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —MYOKARDIA INC | 1,071,889 | $45.9B | 8.11% | |
| 2 | —IGNYTA INC | 3,500,000 | $43.2B | 7.63% | |
| 3 | OMEROMEROS CORP | 1,700,000 | $36.8B | 6.49% | |
| 4 | ANABANAPTYSBIO INC | 1,000,000 | $35.0B | 6.17% | |
| 5 | TBPHTHERAVANCE BIOPHARMA INC | 950,000 | $32.5B | 5.74% | |
| 6 | —PORTOLA PHARMACEUTICALS INC | 500,000 | $27.0B | 4.77% | |
| 7 | GTHXEURG1 THERAPEUTICS, INC. | 897,505 | $22.3B | 3.94% | |
| 8 | —BLUEBIRD BIO INC | 137,500 | $18.9B | 3.33% | |
| 9 | —QUOTIENT LTD | 3,485,921 | $17.2B | 3.03% | |
| 10 | CLSDUSDCLEARSIDE BIOMEDICAL INC | 1,940,880 | $17.0B | 3.00% | |
| 11 | —JUNO THERAPEUTICS INC | 375,000 | $16.8B | 2.97% | |
| 12 | OMEROMEROS CORP | 750,000 | $16.2B | 2.86% | |
| 13 | NBIXNEUROCRINE BIOSCIENCES INC | 250,000 | $15.3B | 2.71% | |
| 14 | ACRSACLARIS THERAPEUTICS INC | 550,000 | $14.2B | 2.51% | |
| 15 | RETAEURREATA PHARMACEUTICALS INC | 388,574 | $12.1B | 2.13% | |
| 16 | EGRXEAGLE PHARMACEUTICALS INC | 200,000 | $11.9B | 2.11% | |
| 17 | MRTXEURMIRATI THERAPEUTICS INC | 1,000,000 | $11.7B | 2.07% | |
| 18 | ARRYEURARRAY BIOPHARMA INC | 900,000 | $11.1B | 1.95% | |
| 19 | —ALDER BIOPHARMACEUTICALS INC | 900,000 | $11.0B | 1.95% | |
| 20 | HRTXHERON THERAPEUTICS INC | 570,000 | $9.2B | 1.63% | |
| 21 | NVROEURNEVRO CORP | 100,000 | $9.1B | 1.60% | |
| 22 | —AUDENTES THERAPEUTICS INC | 323,545 | $9.1B | 1.60% | |
| 23 | ZLABZAI LABS LTD | 333,166 | $9.0B | 1.59% | |
| 24 | PTGXPROTAGONIST THERAPEUTICS INC | 500,000 | $8.8B | 1.56% | |
| 25 | —PROTEOSTASIS THERAPEUTICS IN | 3,804,027 | $8.0B | 1.41% | |
| 26 | —GEMPHIRE THERAPEUTICS INC | 800,000 | $7.6B | 1.33% | |
| 27 | —INTEC PHARMA LTD JERUSALEM | 809,804 | $7.2B | 1.28% | |
| 28 | —ABEONA THERAPEUTICS INC | 400,000 | $6.8B | 1.20% | |
| 29 | GBYSANGAMO THERAPEUTICS INC | 400,000 | $6.0B | 1.06% | |
| 30 | JNCEEURJOUNCE THERAPEUTICS INC | 359,738 | $5.6B | 0.99% | |
| 31 | —AGILE THERAPEUTICS INC | 1,250,000 | $5.6B | 0.98% | |
| 32 | 2L9BLUEPRINT MEDICINES CORP | 75,000 | $5.2B | 0.92% | |
| 33 | —MERSANA THERAPEUTICS | 295,549 | $5.1B | 0.90% | |
| 34 | —ADVANCED ACCELERATOR APPLIC | 75,000 | $5.1B | 0.90% | |
| 35 | NERVGBPMINERVA NEUROSCIENCES INC | 607,903 | $4.6B | 0.82% | |
| 36 | WVEWAVE LIFE SCIENCES LTD | 202,079 | $4.4B | 0.78% | |
| 37 | —SYROS PHARMACEUTICALS INC | 296,296 | $4.4B | 0.77% | |
| 38 | CBAYUSDCYMABAY THERAPEUTICS INC | 500,000 | $4.0B | 0.71% | |
| 39 | —CONTRAFECT CORP | 3,550,000 | $3.9B | 0.70% | |
| 40 | ARDXARDELYX INC | 572,738 | $3.2B | 0.57% | |
| 41 | COLLCOLLEGIUM PHARMACEUTICAL INC | 300,000 | $3.1B | 0.56% | |
| 42 | TREURTRILLIUM THERAPEUTICS INC | 600,000 | $3.1B | 0.55% | |
| 43 | —IMMUNE DESIGN CORP | 280,500 | $2.9B | 0.51% | |
| 44 | XLRNACCELERON PHARMA INC | 75,000 | $2.8B | 0.49% | |
| 45 | OVIDOVID THERAPEUTICS INC. | 223,972 | $1.9B | 0.34% | |
| 46 | CTMXCYTOMX THERAPEUTICS INC | 100,000 | $1.8B | 0.32% | |
| 47 | —CURIS INC | 1,150,000 | $1.7B | 0.30% | |
| 48 | —ONCOBIOLOGICS INC | 593,883 | $814.0M | 0.14% | |
| 49 | —ONCOBIOLOGICS INC | 416,666 | $51.0M | 0.01% | |
| 50 | —ONCOBIOLOGICS INC | 416,666 | $21.0M | 0.00% | |
| 51 | —CELLECTAR BIOSCIENCES INC | 52,999 | $8.0M | 0.00% |