MPM Oncology Impact Management

MPM BioImpact as of Sept. 30, 2024

Portfolio Holdings for MPM BioImpact

MPM BioImpact holds 43 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cullinan Therapeutics Common (CGEM) 19.2 $128M 7.6M 16.74
Insmed Incorporated Common (INSM) 6.7 $45M 615k 73.00
Olema Pharmaceuticals Common (OLMA) 4.8 $32M 2.7M 11.94
Avidity Biosciences Common (RNA) 4.7 $32M 689k 45.93
Crinetics Pharmaceuticals Common (CRNX) 4.0 $27M 526k 51.10
Edgewise Therapeutics Common (EWTX) 3.7 $25M 917k 26.69
Iovance Biotherapeutics Common (IOVA) 3.4 $23M 2.4M 9.39
Natera Common (NTRA) 3.4 $23M 177k 126.95
Rocket Pharmaceuticals Common (RCKT) 3.0 $20M 1.1M 18.47
Mirum Pharmaceuticals Common (MIRM) 2.9 $19M 493k 39.00
Ultragenyx Pharmaceutical Common (RARE) 2.7 $18M 330k 55.55
iTeos Therapeutics Common 2.7 $18M 1.7M 10.21
Moonlake Immunotherapeutics Class A Ord (MLTX) 2.6 $18M 349k 50.42
Lantheus Holdings Common (LNTH) 2.5 $17M 150k 109.75
Madrigal Pharmaceuticals Common (MDGL) 2.3 $15M 72k 212.22
Disc Medicine Common (IRON) 2.3 $15M 312k 49.14
Relay Therapeutics Common (RLAY) 2.2 $14M 2.0M 7.08
Twist Bioscience Corp Common (TWST) 2.0 $13M 295k 45.18
Revolution Medicines Common (RVMD) 2.0 $13M 291k 45.35
Guardant Health Common (GH) 1.7 $12M 499k 22.94
Akero Therapeutics Common (AKRO) 1.7 $11M 393k 28.69
Kalvista Pharmaceuticals Common (KALV) 1.6 $10M 897k 11.58
Compass Therapeutics Common (CMPX) 1.6 $10M 5.6M 1.84
Cartesian Therapeutics Common (RNAC) 1.5 $10M 629k 16.12
Sutro Biopharma Common (STRO) 1.5 $9.8M 2.8M 3.46
Aquestive Therapeutics Common (AQST) 1.3 $8.9M 1.8M 4.98
Janux Therapeutics Common (JANX) 1.2 $7.8M 171k 45.43
Viking Therapeutics Common (VKTX) 1.1 $7.7M 121k 63.31
Xenon Pharmaceuticals Common (XENE) 1.0 $6.5M 166k 39.37
Stoke Therapeutics Common (STOK) 0.9 $5.9M 480k 12.29
Repare Therapeutics Common (RPTX) 0.8 $5.6M 1.6M 3.44
Intellia Therapeutics Common (NTLA) 0.8 $5.5M 268k 20.55
Zentalis Pharmaceuticals Common (ZNTL) 0.8 $5.4M 1.5M 3.68
Trevi Therapeutics Common (TRVI) 0.8 $5.1M 1.5M 3.34
Wave Life Sciences PTE Common (WVE) 0.8 $5.1M 625k 8.20
Arcturus Therapeutics Holdings Common (ARCT) 0.8 $5.1M 220k 23.21
Werewolf Therapeutics Common (HOWL) 0.8 $5.1M 2.4M 2.12
Adaptimmune Therapeutics Sponsored ADR (ADAP) 0.7 $4.8M 5.1M 0.95
ALX Oncology Holdings Common (ALXO) 0.7 $4.4M 2.4M 1.82
PTC Therapeutics Common (PTCT) 0.5 $3.3M 90k 37.10
89Bio Common (ETNB) 0.4 $2.4M 330k 7.40
Regenxbio Common (RGNX) 0.1 $525k 50k 10.49
Solid Biosciences Common (SLDB) 0.0 $80k 12k 6.97