MPM Oncology Impact Management

BioImpact Capital as of June 30, 2022

Portfolio Holdings for BioImpact Capital

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cullinan Oncology Common (CGEM) 27.2 $98M 7.6M 12.82
iTeos Therapeutics Common (ITOS) 10.0 $36M 1.7M 20.60
Repare Therapeutics Common (RPTX) 6.4 $23M 1.6M 13.99
Merus Common (MRUS) 5.8 $21M 920k 22.64
Intellia Therapeutics Common (NTLA) 4.3 $16M 299k 51.76
Iovance Biotherapeutics Common (IOVA) 3.7 $13M 1.2M 11.04
Geron Corporation Common (GERN) 3.6 $13M 8.4M 1.55
Inhibrx Common 3.2 $12M 1.0M 11.35
TCR2 Therapeutics Common 2.7 $9.8M 3.4M 2.90
Werewolf Therapeutics Common (HOWL) 2.7 $9.8M 2.4M 4.09
Cytokinetics Common (CYTK) 2.1 $7.6M 194k 39.29
Crinetics Pharmaceuticals Common (CRNX) 1.9 $6.8M 367k 18.65
Biocryst Pharmaceuticals Common (BCRX) 1.9 $6.8M 639k 10.58
Travere Therapeutics Common (TVTX) 1.9 $6.7M 278k 24.23
YmAbs Therapeutics Common (YMAB) 1.9 $6.7M 444k 15.13
Harmony Biosciences Hldgs Common (HRMY) 1.9 $6.7M 138k 48.77
Harpoon Therapeutics Common 1.7 $6.1M 3.2M 1.91
Mirum Pharmaceuticals Common (MIRM) 1.6 $5.6M 289k 19.46
Arcutis Biotherapeutics Common (ARQT) 1.5 $5.5M 259k 21.31
Reata Pharmaceuticals inc-a Common 1.5 $5.5M 180k 30.39
Amicus Therapeutics Common (FOLD) 1.5 $5.3M 496k 10.74
Epizyme Common 1.4 $5.0M 3.4M 1.47
G1 Therapeutics Common 1.2 $4.2M 857k 4.94
Verastem Common 1.0 $3.8M 3.2M 1.16
Madrigal Pharmaceuticals Common (MDGL) 0.9 $3.2M 45k 71.58
Inozyme Pharma Common (INZY) 0.9 $3.2M 665k 4.77
Oncorus Common 0.8 $3.0M 2.4M 1.26
Revolution Medicines Common (RVMD) 0.8 $2.8M 146k 19.49
ADC Therapeutics Common (ADCT) 0.7 $2.7M 334k 7.95
Karuna Therapeutics Common 0.7 $2.5M 20k 126.50
Provention Bio Common 0.7 $2.4M 592k 4.00
ESSA Pharma Common (EPIX) 0.6 $2.1M 661k 3.15
Phathom Pharmaceuticals Common (PHAT) 0.5 $1.6M 193k 8.44
Neogenomics Common (NEO) 0.3 $1.1M 136k 8.15
Avadel Pharmaceuticals Adr 0.3 $1.0M 412k 2.44
Avrobio Common (AVRO) 0.2 $596k 648k 0.92
Black Diamond Therapeutics Common (BDTX) 0.2 $590k 240k 2.46