Cormorant Asset Management, LP Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$955.3B
Holdings
49
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NKTREURNEKTAR THERAPEUTICS | 2,747,700 | $164.1B | 17.18% | Call |
| 2 | ANABANAPTYSBIO INC | 1,386,485 | $139.6B | 14.62% | Call |
| 3 | APLSAPELLIS PHARMACEUTICALS INC | 3,768,757 | $81.8B | 8.56% | |
| 4 | OMEROMEROS CORP | 2,625,000 | $51.0B | 5.34% | Call |
| 5 | 2L9BLUEPRINT MEDICINES CORP | 450,000 | $33.9B | 3.55% | |
| 6 | —MYOKARDIA INC | 800,000 | $33.7B | 3.53% | |
| 7 | —DICERNA PHARMACEUTICALS INC | 3,656,669 | $33.0B | 3.46% | |
| 8 | IFRXINFLARX NV | 1,438,207 | $30.1B | 3.15% | |
| 9 | —JUNO THERAPEUTICS INC | 550,000 | $25.1B | 2.63% | |
| 10 | TBPHTHERAVANCE BIOPHARMA INC | 900,000 | $25.1B | 2.63% | |
| 11 | MRTXEURMIRATI THERAPEUTICS INC | 1,231,522 | $22.5B | 2.35% | |
| 12 | —QUOTIENT LTD | 4,488,121 | $22.2B | 2.33% | |
| 13 | —AVEXIS INC | 200,000 | $22.1B | 2.32% | |
| 14 | —PROTEOSTASIS THERAPEUTICS IN | 3,300,000 | $19.2B | 2.01% | |
| 15 | ARGXARGENX SE | 290,000 | $18.3B | 1.92% | |
| 16 | QTRXQUANTERIX CORP | 847,789 | $18.2B | 1.91% | |
| 17 | GTHXEURG1 THERAPEUTICS INC | 897,505 | $17.8B | 1.86% | |
| 18 | NBIXNEUROCRINE BIOSCIENCES INC | 200,000 | $15.5B | 1.62% | |
| 19 | —BLUEBIRD BIO INC | 80,000 | $14.2B | 1.49% | |
| 20 | CLSDUSDCLEARSIDE BIOMEDICAL INC | 1,940,880 | $13.6B | 1.42% | |
| 21 | ACRSACLARIS THERAPEUTICS INC | 550,000 | $13.6B | 1.42% | |
| 22 | ASNDASCENDIS PHARMA A S | 300,000 | $12.0B | 1.26% | |
| 23 | —AUDENTES THERAPEUTICS INC | 337,876 | $10.6B | 1.11% | |
| 24 | —ABEONA THERAPEUTICS INC | 575,000 | $9.1B | 0.95% | |
| 25 | ARRYEURARRAY BIOPHARMA INC | 700,000 | $9.0B | 0.94% | |
| 26 | PTGXPROTAGONIST THERAPEUTICS INC | 400,000 | $8.3B | 0.87% | |
| 27 | —BIOHAVEN PHARMACTL HLDG CO L | 297,803 | $8.0B | 0.84% | |
| 28 | WVEWAVE LIFE SCIENCES LTD | 202,079 | $7.1B | 0.74% | |
| 29 | ZLABZAI LAB LTD | 333,166 | $7.1B | 0.74% | |
| 30 | GBYSANGAMO THERAPEUTICS INC | 400,000 | $6.6B | 0.69% | |
| 31 | —GEMPHIRE THERAPEUTICS INC | 800,000 | $6.4B | 0.67% | |
| 32 | RETAEURREATA PHARMACEUTICALS INC | 200,000 | $5.7B | 0.59% | |
| 33 | COLLCOLLEGIUM PHARMACEUTICAL INC | 300,000 | $5.5B | 0.58% | |
| 34 | —MERSANA THERAPEUTICS INC | 295,548 | $4.9B | 0.51% | |
| 35 | JNCEEURJOUNCE THERAPEUTICS INC | 367,223 | $4.7B | 0.49% | |
| 36 | TREURTRILLIUM THERAPEUTICS INC | 600,000 | $4.4B | 0.46% | |
| 37 | —INTEC PHARMA LTD JERUSALEM | 809,804 | $4.2B | 0.44% | |
| 38 | —MARINUS PHARMACEUTICALS INC | 500,000 | $4.1B | 0.43% | |
| 39 | ARDXARDELYX INC | 572,738 | $3.8B | 0.40% | |
| 40 | NERVGBPMINERVA NEUROSCIENCES INC | 607,903 | $3.7B | 0.39% | |
| 41 | HRTXHERON THERAPEUTICS INC | 200,000 | $3.6B | 0.38% | |
| 42 | —CONTRAFECT CORP | 3,550,000 | $3.6B | 0.38% | |
| 43 | XLRNACCELERON PHARMA INC | 75,000 | $3.2B | 0.33% | |
| 44 | —SYROS PHARMACEUTICALS INC | 296,296 | $2.9B | 0.30% | |
| 45 | OVIDOVID THERAPEUTICS INC | 223,972 | $2.2B | 0.23% | |
| 46 | —ONCOBIOLOGICS INC | 30,536 | $40.0M | 0.00% | |
| 47 | —ONCOBIOLOGICS INC | 416,666 | $13.0M | 0.00% | |
| 48 | —ONCOBIOLOGICS INC | 416,666 | $9.0M | 0.00% | |
| 49 | —CELLECTAR BIOSCIENCES INC | 52,999 | $5.0M | 0.00% |