MPM Oncology Impact Management

BioImpact Capital as of June 30, 2023

Portfolio Holdings for BioImpact Capital

BioImpact Capital holds 34 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cullinan Oncology Common (CGEM) 16.6 $82M 7.6M 10.76
Iveric Bio Common 9.6 $48M 1.2M 39.34
Chinook Therapeutics Common 7.8 $39M 1.0M 38.42
Geron Corporation Common (GERN) 5.9 $30M 9.2M 3.21
Reata Pharmaceuticals Common 4.8 $24M 235k 101.96
iTeos Therapeutics Common (ITOS) 4.7 $23M 1.7M 13.24
Intellia Therapeutics Common (NTLA) 4.5 $22M 545k 40.78
Iovance Biotherapeutics Common (IOVA) 4.2 $21M 3.0M 7.04
Repare Therapeutics Common (RPTX) 3.5 $17M 1.6M 10.58
Relay Therapeutics Common (RLAY) 3.4 $17M 1.4M 12.56
Verve Therapeutics Common (VERV) 3.2 $16M 858k 18.75
Moonlake Immunotherapeutics Common (MLTX) 3.0 $15M 295k 51.00
Regenxbio Common (RGNX) 2.6 $13M 657k 19.99
Karuna Therapeutics Common 2.3 $12M 53k 216.85
Insmed Incorporated Common (INSM) 2.3 $11M 530k 21.10
Xeris Biopharma Holdings Common (XERS) 2.1 $10M 4.0M 2.62
Madrigal Pharmaceuticals Common (MDGL) 1.8 $8.8M 38k 231.00
Crinetics Pharmaceuticals Common (CRNX) 1.7 $8.6M 479k 18.02
Travere Therapeutics Common (TVTX) 1.7 $8.5M 553k 15.36
Revolution Medicines Common (RVMD) 1.5 $7.3M 273k 26.75
Werewolf Therapeutics Common (HOWL) 1.5 $7.3M 2.4M 3.05
Kalvista Pharmaceuticals Common (KALV) 1.4 $6.9M 762k 9.00
Axsome Therapeutics Common (AXSM) 1.4 $6.7M 94k 71.86
Amicus Therapeutics Common (FOLD) 1.3 $6.5M 516k 12.56
Avadel Pharmaceuticals Sponsored ADR (AVDL) 1.3 $6.3M 385k 16.48
Viridian Therapeutics Common (VRDN) 1.2 $6.1M 255k 23.79
Edgewise Therapeutics Common (EWTX) 1.1 $5.5M 713k 7.75
Adaptimmune Therapeutics Common (ADAP) 0.9 $4.7M 5.1M 0.93
Olema Pharmaceuticals Common (OLMA) 0.8 $4.2M 463k 9.03
Phathom Pharmaceuticals Common (PHAT) 0.8 $4.0M 282k 14.32
Harpoon Therapeutics Common 0.5 $2.3M 3.2M 0.71
Inozyme Pharma Common (INZY) 0.4 $1.8M 327k 5.57
Ventyx Biosciences Common (VTYX) 0.2 $1.0M 32k 32.80
Oncorus Common 0.0 $96k 2.4M 0.04