MPM Oncology Impact Management

BioImpact Capital as of Sept. 30, 2022

Portfolio Holdings for BioImpact Capital

BioImpact Capital holds 38 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cullinan Oncology Common (CGEM) 23.2 $98M 7.6M 12.82
iTeos Therapeutics Common (ITOS) 7.9 $33M 1.7M 19.05
Inhibrx Common 5.4 $23M 1.3M 17.95
Verve Therapeutics Common (VERV) 5.2 $22M 636k 34.35
Intellia Therapeutics Common (NTLA) 5.0 $21M 374k 55.96
Repare Therapeutics Common (RPTX) 4.7 $20M 1.6M 12.13
Geron Corporation Common (GERN) 4.7 $20M 8.4M 2.34
Iveric Bio Common 4.5 $19M 1.1M 17.94
Merus Common (MRUS) 4.4 $18M 918k 20.03
Regenxbio Common (RGNX) 3.9 $16M 619k 26.43
Iovance Biotherapeutics Common (IOVA) 3.9 $16M 1.7M 9.58
Werewolf Therapeutics Common (HOWL) 2.6 $11M 2.4M 4.51
G1 Therapeutics Common 2.5 $11M 857k 12.49
Cytokinetics Common (CYTK) 2.2 $9.4M 193k 48.45
Biocryst Pharmaceuticals Common (BCRX) 1.8 $7.6M 606k 12.60
Crinetics Pharmaceuticals Common (CRNX) 1.7 $7.2M 365k 19.64
Travere Therapeutics Common (TVTX) 1.6 $6.8M 277k 24.64
Y Mabs Therapeutics Common (YMAB) 1.5 $6.4M 444k 14.42
TCR2 Therapeutics Common 1.4 $6.1M 3.4M 1.80
Harmony Biosciences Hldgs Common (HRMY) 1.4 $6.1M 137k 44.29
Arcutis Biotherapeutics Common (ARQT) 1.2 $4.9M 257k 19.11
Reata Pharmaceuticals Common 1.1 $4.5M 179k 25.13
Amicus Therapeutics Common (FOLD) 1.0 $4.1M 393k 10.44
Provention Bio Common 0.8 $3.3M 740k 4.50
Harpoon Therapeutics Common 0.7 $3.1M 3.2M 0.97
Edgewise Therapeutics Common (EWTX) 0.7 $3.0M 304k 9.84
Madrigal Pharmaceuticals Common (MDGL) 0.7 $2.9M 45k 64.99
Revolution Medicines Common (RVMD) 0.7 $2.9M 146k 19.72
Verastem Common 0.7 $2.8M 3.2M 0.85
Phathom Pharmaceuticals Common (PHAT) 0.5 $2.1M 193k 11.08
Avadel Pharmaceuticals Common 0.5 $2.1M 412k 5.01
Mirum Pharmaceuticals Common (MIRM) 0.5 $2.0M 97k 21.01
Oncorus Common 0.5 $2.0M 2.4M 0.85
Inozyme Pharma Common (INZY) 0.4 $1.8M 661k 2.68
ADC Therapeutics Common (ADCT) 0.4 $1.6M 334k 4.82
ESSA Pharma Common (EPIX) 0.2 $738k 406k 1.82
Avrobio Common (AVRO) 0.1 $416k 648k 0.64
Black Diamond Therapeutics Common (BDTX) 0.1 $405k 240k 1.69