MPM Oncology Impact Management

BioImpact Capital as of March 31, 2023

Portfolio Holdings for BioImpact Capital

BioImpact Capital holds 31 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cullinan Oncology Common (CGEM) 20.3 $78M 7.6M 10.23
Provention Bio Common 7.3 $28M 1.2M 24.10
Iveric Bio Common 6.6 $25M 1.0M 24.33
iTeos Therapeutics Common 6.2 $24M 1.7M 13.61
Inhibrx Common 5.8 $23M 1.2M 18.87
Intellia Therapeutics Common (NTLA) 5.5 $21M 573k 37.27
Relay Therapeutics Common (RLAY) 5.2 $20M 1.2M 16.47
Geron Corporation Common (GERN) 4.7 $18M 8.4M 2.17
Reata Pharmaceuticals inc-a Common 4.3 $17M 177k 93.54
Repare Therapeutics Common (RPTX) 4.2 $16M 1.6M 9.84
Iovance Biotherapeutics Common (IOVA) 4.2 $16M 2.6M 6.11
Regenxbio Common (RGNX) 3.0 $12M 618k 18.91
Verve Therapeutics Common (VERV) 3.0 $12M 804k 14.42
Madrigal Pharmaceuticals Common (MDGL) 2.3 $8.7M 36k 242.26
Travere Therapeutics Common (TVTX) 1.8 $7.1M 314k 22.49
Uniqure Common (QURE) 1.8 $7.0M 348k 20.14
Insmed Incorporated Common (INSM) 1.8 $6.8M 399k 17.05
Werewolf Therapeutics Common (HOWL) 1.6 $6.2M 2.4M 2.60
Crinetics Pharmaceuticals Common (CRNX) 1.5 $5.8M 360k 16.06
Revolution Medicines Common (RVMD) 1.4 $5.4M 247k 21.66
TCR2 Therapeutics Common 1.3 $5.1M 3.4M 1.50
Chinook Therapeutics Common 1.2 $4.6M 198k 23.15
Axsome Therapeutics Common (AXSM) 1.1 $4.3M 70k 61.68
Amicus Therapeutics Common (FOLD) 1.1 $4.3M 388k 11.09
Arcutis Biotherapeutics Common (ARQT) 0.7 $2.8M 254k 11.00
Harpoon Therapeutics Common 0.6 $2.4M 3.2M 0.74
Phathom Pharmaceuticals Common (PHAT) 0.4 $1.5M 213k 7.14
Inozyme Pharma Common (INZY) 0.3 $1.3M 234k 5.73
Oncorus Common 0.2 $818k 2.4M 0.34
Avrobio Common (AVRO) 0.2 $648k 648k 1.00
Black Diamond Therapeutics Common (BDTX) 0.1 $274k 145k 1.89