MPM Oncology Impact Management

BioImpact Capital as of Dec. 31, 2021

Portfolio Holdings for BioImpact Capital

BioImpact Capital holds 33 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cullinan Oncology Common (CGEM) 21.5 $118M 7.6M 15.43
iTeos Therapeutics Common (ITOS) 15.7 $86M 1.8M 46.56
Repare Therapeutics Common (RPTX) 6.3 $35M 1.6M 21.09
MEI Pharma Common 6.0 $33M 12M 2.67
Merus Common (MRUS) 5.4 $30M 927k 31.80
Werewolf Therapeutics Common (HOWL) 5.2 $28M 2.4M 11.91
Harpoon Therapeutics Common 4.4 $24M 3.2M 7.55
Intellia Therapeutics Common (NTLA) 3.5 $19M 161k 118.24
TCR2 Therapeutics Common 2.9 $16M 3.4M 4.66
Turning Point Therapeutics Common 2.4 $13M 271k 47.70
Oncorus Common 2.3 $13M 2.4M 5.27
Crinetics Pharmaceuticals Common (CRNX) 2.0 $11M 380k 28.41
Cytokinetics Common (CYTK) 1.9 $11M 232k 45.58
ESSA Pharma Common (EPIX) 1.7 $9.5M 669k 14.20
Biocryst Pharmaceuticals Common (BCRX) 1.7 $9.2M 662k 13.85
Travere Therapeutics Common (TVTX) 1.6 $8.9M 288k 31.04
G1 Therapeutics Common (GTHX) 1.6 $8.7M 857k 10.21
Epizyme Common 1.6 $8.6M 3.4M 2.50
YmAbs Therapeutics Common (YMAB) 1.3 $7.2M 447k 16.21
Geron Corporation Common (GERN) 1.3 $6.9M 5.6M 1.22
ADC Therapeutics Common (ADCT) 1.2 $6.8M 337k 20.20
Verastem Common 1.2 $6.7M 3.3M 2.05
Harmony Biosciences Hldgs Common (HRMY) 1.1 $6.1M 142k 42.64
Amicus Therapeutics Common (FOLD) 1.1 $5.9M 513k 11.55
Neogenomics Common (NEO) 0.9 $4.8M 140k 34.12
Mirum Pharmaceuticals Common (MIRM) 0.9 $4.8M 299k 15.95
Axsome Therapeutics Common (AXSM) 0.7 $3.9M 103k 37.78
Revolution Medicines Common (RVMD) 0.7 $3.7M 146k 25.17
Avadel Pharmaceuticals Common (AVDL) 0.6 $3.0M 375k 8.08
Acadia Pharmaceuticals Common (ACAD) 0.5 $2.9M 125k 23.34
Avrobio Common (AVRO) 0.5 $2.5M 648k 3.85
Inozyme Pharma Common (INZY) 0.4 $2.1M 303k 6.82
Black Diamond Therapeutics Common (BDTX) 0.2 $1.3M 240k 5.33