Cormorant Asset Management, LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.5T
Holdings
72
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CMMBCHEMOMAB THERAPEUTICS LTD | 288,169 | $922.0M | 0.06% | |
| 2 | —TALARIS THERAPEUTICS INC | 900,649 | $919.0M | 0.06% | |
| 3 | PYXSPYXIS ONCOLOGY INC | 668,854 | $896.0M | 0.06% | |
| 4 | AUTLAUTOLUS THERAPEUTICS PLC | 392,167 | $745.0M | 0.05% | |
| 5 | YMABUSDY-MABS THERAPEUTICS INC | 150,000 | $732.0M | 0.05% | |
| 6 | GRPHGRAPHITE BIO INC | 199,547 | $662.0M | 0.04% | |
| 7 | —HARPOON THERAPEUTICS INC | 540,600 | $392.0M | 0.03% | |
| 8 | BCELATRECA INC | 319,057 | $255.0M | 0.02% | |
| 9 | ORTXUSDORCHARD THERAPEUTICS PLC | 256,649 | $95.0M | 0.01% | |
| 10 | —PROMETHEUS BIOSCIENCES INC | 2,090,000 | $229K | 0.00% | |
| 11 | APLSAPELLIS PHARMACEUTICALS INC | 1,576,872 | $81K | 0.00% | |
| 12 | ACLXARCELLX INC | 2,075,000 | $64K | 0.00% | |
| 13 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 6,065,001 | $63K | 0.00% | |
| 14 | RNAAVIDITY BIOSCIENCES INC | 2,762,115 | $61K | 0.00% | |
| 15 | AVTEAEROVATE THERAPEUTICS INC | 1,957,132 | $57K | 0.00% | |
| 16 | DSGNDESIGN THERAPEUTICS INC | 5,150,000 | $52K | 0.00% | |
| 17 | ALTALTIMMUNE INC | 3,000,000 | $48K | 0.00% | Call |
| 18 | ERASERASCA INC | 10,813,246 | $46K | 0.00% | |
| 19 | RVMDREVOLUTION MEDICINES INC | 1,895,066 | $45K | 0.00% | |
| 20 | VTYXVENTYX BIOSCIENCES INC | 1,080,643 | $35K | 0.00% | |
| 21 | ETNBGBP89BIO INC | 2,550,000 | $32K | 0.00% | |
| 22 | VRDNVIRIDIAN THERAPEUTICS INC | 1,100,000 | $32K | 0.00% | |
| 23 | BCABBIOATLA INC | 3,680,365 | $30K | 0.00% | |
| 24 | TNGXTANGO THERAPEUTICS INC | 4,116,949 | $29K | 0.00% | |
| 25 | EWTXEDGEWISE THERAPEUTICS INC | 2,946,887 | $26K | 0.00% | |
| 26 | BMEABIOMEA FUSION INC | 3,170,872 | $26K | 0.00% | |
| 27 | AXSMAXSOME THERAPEUTICS INC | 325,000 | $25K | 0.00% | |
| 28 | TARSTARSUS PHARMACEUTICALS INC | 1,736,422 | $25K | 0.00% | |
| 29 | SRPTSAREPTA THERAPEUTICS INC | 200,000 | $25K | 0.00% | |
| 30 | CATBUSDASTRIA THERAPEUTICS INC | 1,650,000 | $24K | 0.00% | |
| 31 | —RAIN ONCOLOGY INC | 2,978,660 | $23K | 0.00% | |
| 32 | GLUEMONTE ROSA THERAPEUTICS INC | 2,893,717 | $22K | 0.00% | |
| 33 | —VECTIVBIO HLDG AG | 2,536,617 | $21K | 0.00% | |
| 34 | KRTXKARUNA THERAPEUTICS INC | 110,000 | $21K | 0.00% | |
| 35 | AMLXAMYLYX PHARMACEUTICALS INC | 550,000 | $20K | 0.00% | |
| 36 | AXNX*AXONICS INC | 322,240 | $20K | 0.00% | |
| 37 | MRTXEURMIRATI THERAPEUTICS INC | 400,000 | $18K | 0.00% | |
| 38 | CABACABALETTA BIO INC | 1,971,739 | $18K | 0.00% | |
| 39 | RCKTROCKET PHARMACEUTICALS INC | 868,550 | $16K | 0.00% | |
| 40 | PCVXVAXCYTE INC | 325,000 | $15K | 0.00% | |
| 41 | PLRXPLIANT THERAPEUTICS INC | 782,788 | $15K | 0.00% | |
| 42 | PRMEPRIME MEDICINE INC | 734,350 | $13K | 0.00% | |
| 43 | CYTKCYTOKINETICS INC | 296,000 | $13K | 0.00% | |
| 44 | IMRXIMMUNEERING CORP | 2,286,181 | $11K | 0.00% | |
| 45 | STOKSTOKE THERAPEUTICS INC | 1,087,807 | $10K | 0.00% | |
| 46 | COGTCOGENT BIOSCIENCES INC | 900,000 | $10K | 0.00% | |
| 47 | —GREENLIGHT BIOSCIENCS HLDS P | 9,188,659 | $10K | 0.00% | |
| 48 | BBIOBRIDGEBIO PHARMA INC | 1,369,179 | $10K | 0.00% | |
| 49 | PHVSPHARVARIS N V | 816,460 | $9K | 0.00% | |
| 50 | ARQTARCUTIS BIOTHERAPEUTICS INC | 650,000 | $9K | 0.00% | |
| 51 | IMVTIMMUNOVANT INC | 400,000 | $7K | 0.00% | |
| 52 | VIGLVIGIL NEUROSCIENCE INC | 616,786 | $7K | 0.00% | |
| 53 | AVIRATEA PHARMACEUTICALS INC | 1,547,181 | $7K | 0.00% | |
| 54 | VKTXVIKING THERAPEUTICS INC | 700,000 | $6K | 0.00% | |
| 55 | —LONGBOARD PHARMACEUTICALS IN | 2,118,283 | $6K | 0.00% | |
| 56 | PSTXUSDPOSEIDA THERAPEUTICS INC | 1,150,000 | $6K | 0.00% | |
| 57 | ALXOALX ONCOLOGY HLDGS INC | 612,079 | $6K | 0.00% | |
| 58 | ASNDASCENDIS PHARMA A/S | 50,000 | $6K | 0.00% | |
| 59 | VERVVERVE THERAPEUTICS INC | 350,000 | $6K | 0.00% | |
| 60 | IDYAIDEAYA BIOSCIENCES INC | 350,000 | $6K | 0.00% | |
| 61 | GHRSGH RESEARCH PLC | 593,043 | $5K | 0.00% | |
| 62 | —AMBRX BIOPHARMA INC | 2,336,389 | $5K | 0.00% | |
| 63 | TORCEURADICET BIO INC | 600,000 | $5K | 0.00% | |
| 64 | OLMAOLEMA PHARMACEUTICALS INC | 2,082,000 | $5K | 0.00% | |
| 65 | —ICOSAVAX INC | 643,825 | $5K | 0.00% | |
| 66 | KROSKEROS THERAPEUTICS INC | 100,000 | $4K | 0.00% | |
| 67 | ELDNELEDON PHARMACEUTICALS INC | 1,217,882 | $2K | 0.00% | |
| 68 | BHVNBIOHAVEN LTD | 81,963 | $1K | 0.00% | |
| 69 | GLTOUSDGALECTO INC | 1,020,238 | $1K | 0.00% | |
| 70 | —ELEVATION ONCOLOGY INC | 1,952,032 | $1K | 0.00% | |
| 71 | ASNSUSDX4 PHARMACEUTICALS INC | 1,628,980 | $1K | 0.00% | |
| 72 | CNTACENTESSA PHARMACEUTICALS PLC | 561,600 | $1K | 0.00% |