MPM Oncology Impact Management

BioImpact Capital as of March 31, 2022

Portfolio Holdings for BioImpact Capital

BioImpact Capital holds 37 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cullinan Oncology Common (CGEM) 21.5 $80M 7.6M 10.47
iTeos Therapeutics Common 15.1 $56M 1.7M 32.18
Merus Common (MRUS) 6.5 $24M 920k 26.44
Repare Therapeutics Common (RPTX) 6.3 $23M 1.6M 14.24
Harpoon Therapeutics Common 4.3 $16M 3.2M 4.97
Intellia Therapeutics Common (NTLA) 3.1 $12M 159k 72.67
Werewolf Therapeutics Common (HOWL) 2.8 $11M 2.4M 4.40
Biocryst Pharmaceuticals Common (BCRX) 2.8 $10M 639k 16.26
Turning Point Therapeutics Common 2.5 $9.4M 351k 26.85
TCR2 Therapeutics Common 2.5 $9.3M 3.4M 2.76
Geron Corporation Common (GERN) 2.2 $8.4M 6.1M 1.36
Cytokinetics Common (CYTK) 2.2 $8.3M 224k 36.81
Crinetics Pharmaceuticals Common (CRNX) 2.2 $8.0M 367k 21.95
Travere Therapeutics Common (TVTX) 1.9 $7.2M 278k 25.77
Harmony Biosciences Hldgs Common (HRMY) 1.8 $6.7M 138k 48.65
G1 Therapeutics Common 1.7 $6.5M 857k 7.60
Mirum Pharmaceuticals Common (MIRM) 1.7 $6.4M 289k 22.02
Reata Pharmaceuticals inc-a Common 1.6 $5.9M 180k 32.76
YmAbs Therapeutics Common 1.4 $5.3M 444k 11.88
Arcutis Biotherapeutics Common (ARQT) 1.3 $5.0M 259k 19.26
ADC Therapeutics Common (ADCT) 1.3 $4.9M 334k 14.69
Amicus Therapeutics Common (FOLD) 1.3 $4.7M 496k 9.47
Verastem Common 1.2 $4.6M 3.2M 1.41
Oncorus Common 1.1 $4.2M 2.4M 1.78
Axsome Therapeutics Common (AXSM) 1.1 $4.1M 100k 41.39
ESSA Pharma Common (EPIX) 1.1 $4.1M 661k 6.18
Epizyme Common 1.1 $3.9M 3.4M 1.15
Revolution Medicines Common (RVMD) 1.0 $3.7M 146k 25.51
Relmada Therapeutics Common (RLMD) 1.0 $3.7M 138k 26.99
Acadia Pharmaceuticals Common (ACAD) 1.0 $3.7M 152k 24.22
Avadel Pharmaceuticals Adr 0.8 $2.8M 412k 6.83
Phathom Pharmaceuticals Common (PHAT) 0.7 $2.6M 193k 13.61
Karuna Therapeutics Common 0.7 $2.5M 20k 126.80
Neogenomics Common (NEO) 0.4 $1.6M 136k 12.15
Inozyme Pharma Common (INZY) 0.3 $1.2M 295k 4.09
Avrobio Common (AVRO) 0.2 $855k 648k 1.32
Black Diamond Therapeutics Common (BDTX) 0.2 $664k 240k 2.77