MPM Oncology Impact Management

BioImpact Capital as of Dec. 31, 2022

Portfolio Holdings for BioImpact Capital

BioImpact Capital holds 33 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cullinan Oncology Common (CGEM) 20.9 $81M 7.6M 10.55
iTeos Therapeutics Common (ITOS) 8.8 $34M 1.7M 19.53
Inhibrx Common 8.2 $32M 1.3M 24.64
Repare Therapeutics Common (RPTX) 6.3 $24M 1.6M 14.71
Iveric Bio Common 5.9 $23M 1.1M 21.41
Uniqure Common (QURE) 5.5 $21M 940k 22.67
Geron Corporation Common (GERN) 5.3 $21M 8.5M 2.42
Intellia Therapeutics Common (NTLA) 4.1 $16M 455k 34.89
Verve Therapeutics Common (VERV) 4.1 $16M 809k 19.35
Regenxbio Common (RGNX) 3.7 $14M 621k 22.68
Iovance Biotherapeutics Common (IOVA) 3.6 $14M 2.1M 6.39
Provention Bio Common 2.5 $9.5M 899k 10.57
Insmed Incorporated Common (INSM) 2.1 $8.2M 411k 19.98
Madrigal Pharmaceuticals Common (MDGL) 2.0 $7.8M 27k 290.25
Harmony Biosciences Hldgs Common (HRMY) 2.0 $7.7M 139k 55.10
Reata Pharmaceuticals inc-a Common 1.9 $7.4M 194k 37.99
Crinetics Pharmaceuticals Common (CRNX) 1.8 $6.8M 372k 18.30
Travere Therapeutics Common (TVTX) 1.5 $5.9M 282k 21.03
Werewolf Therapeutics Common (HOWL) 1.3 $4.9M 2.4M 2.05
Amicus Therapeutics Common (FOLD) 1.3 $4.9M 400k 12.21
Axsome Therapeutics Common (AXSM) 1.0 $4.0M 52k 77.13
Arcutis Biotherapeutics Common (ARQT) 1.0 $3.9M 262k 14.80
Revolution Medicines Common (RVMD) 0.9 $3.6M 149k 23.82
G1 Therapeutics Common 0.9 $3.5M 650k 5.43
TCR2 Therapeutics Common 0.9 $3.4M 3.4M 1.00
Harpoon Therapeutics Common 0.6 $2.3M 3.2M 0.73
Phathom Pharmaceuticals Common (PHAT) 0.6 $2.2M 196k 11.22
Chinook Therapeutics Common 0.5 $2.1M 80k 26.20
Praxis Precision Medicines Common 0.4 $1.5M 610k 2.38
Oncorus Common 0.2 $601k 2.4M 0.25
Avrobio Common (AVRO) 0.1 $462k 648k 0.71
Black Diamond Therapeutics Common (BDTX) 0.1 $261k 145k 1.80
Inozyme Pharma Common (INZY) 0.1 $242k 231k 1.05