Logos Global Management as of March 31, 2023
Portfolio Holdings for Logos Global Management
Logos Global Management holds 43 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 |
|---|---|---|---|---|---|
| Apellis Pharmaceuticals (APLS) | 7.6 | $53M | 800k | 65.96 | |
| Ideaya Biosciences (IDYA) | 7.1 | $49M | 3.6M | 13.73 | |
| Cytokinetics Com New (CYTK) | 6.3 | $44M | 1.3M | 35.19 | |
| Immunovant (IMVT) | 5.5 | $39M | 2.5M | 15.51 | |
| Iveric Bio | 5.3 | $37M | 1.5M | 24.33 | |
| Xenon Pharmaceuticals (XENE) | 4.6 | $32M | 900k | 35.79 | |
| Sarepta Therapeutics (SRPT) | 4.3 | $30M | 220k | 137.83 | |
| Biogen Idec (BIIB) | 4.0 | $28M | 100k | 278.03 | |
| Immunocore Hldgs Ads (IMCR) | 3.5 | $25M | 500k | 49.44 | |
| Allakos (ALLK) | 3.5 | $25M | 5.5M | 4.45 | |
| Miragen Therapeutics (VRDN) | 3.5 | $24M | 950k | 25.44 | |
| Neurocrine Biosciences (NBIX) | 2.9 | $20M | 200k | 101.22 | |
| Dyne Therapeutics (DYN) | 2.8 | $20M | 1.7M | 11.52 | |
| Karuna Therapeutics Ord | 2.6 | $18M | 100k | 181.64 | |
| Design Therapeutics (DSGN) | 2.3 | $16M | 2.8M | 5.77 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 2.3 | $16M | 150k | 107.22 | |
| Bicycle Therapeutics Sponsored Ads (BCYC) | 2.3 | $16M | 750k | 21.27 | |
| Rocket Pharmaceuticals (RCKT) | 2.2 | $15M | 900k | 17.13 | |
| Akero Therapeutics (AKRO) | 2.2 | $15M | 400k | 38.26 | |
| BioMarin Pharmaceutical (BMRN) | 2.1 | $15M | 150k | 97.24 | |
| Astria Therapeutics (ATXS) | 2.0 | $14M | 1.0M | 13.30 | |
| Galapagos Nv Spon Adr (GLPG) | 1.9 | $14M | 350k | 38.64 | |
| Olema Pharmaceuticals (OLMA) | 1.9 | $13M | 3.7M | 3.47 | |
| Madrigal Pharmaceuticals (MDGL) | 1.7 | $12M | 50k | 242.26 | |
| Dice Therapeutics | 1.7 | $12M | 410k | 28.65 | |
| Disc Medicine (IRON) | 1.6 | $11M | 525k | 21.19 | |
| Cogent Biosciences (COGT) | 1.5 | $11M | 1.0M | 10.79 | |
| Biohaven (BHVN) | 1.4 | $9.6M | 700k | 13.66 | |
| Ventyx Biosciences (VTYX) | 1.3 | $9.0M | 270k | 33.50 | |
| Enliven Therapeutics (ELVN) | 1.3 | $8.8M | 401k | 21.90 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 1.2 | $8.3M | 350k | 23.79 | |
| Geron Corporation (GERN) | 1.1 | $7.7M | 3.6M | 2.17 | |
| Alx Oncology Hldgs (ALXO) | 1.0 | $6.8M | 1.5M | 4.52 | |
| Morphosys Sponsored Ads (MOR) | 0.9 | $5.9M | 1.5M | 3.96 | |
| Fibrogen (FGEN) | 0.8 | $5.6M | 300k | 18.66 | |
| Mineralys Therapeutics (MLYS) | 0.7 | $4.7M | 300k | 15.66 | |
| Cymabay Therapeutics | 0.5 | $3.5M | 400k | 8.72 | |
| Vigil Neuroscience (VIGL) | 0.3 | $1.8M | 188k | 9.79 | |
| Tyra Biosciences (TYRA) | 0.2 | $1.4M | 88k | 16.07 | |
| Aligos Therapeutics (ALGS) | 0.1 | $874k | 1.0M | 0.87 | |
| Immunic (IMUX) | 0.1 | $628k | 421k | 1.49 | |
| Lianbio Sponsored Ads (LIANY) | 0.1 | $549k | 280k | 1.96 | |
| Nuvation Bio *w Exp 07/07/202 (NUVB.WS) | 0.0 | $8.0k | 67k | 0.12 |
