CIK: 0001602263
申报总市值
US$3.8亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Avexis INC | 股票-其他 | 27.47% | — | — | |
| 2 | BHVN | Biohaven Ltd. | 股票-其他 | 11.11% | -4.69% | +3.26% | |
| 3 | ASND | Ascendis Pharma A/S | 股票-其他 | 10.69% | -8.61% | EXIT | |
| 4 | ARGX | Argenx Se - Adr | 股票-医疗保健 | 9.83% | — | +0.41% | |
| 5 | ZGNXEUR | Zogenix INC | 股票-其他 | 8.20% | — | -5.84% | |
| 6 | ANAB | Anaptysbio INC | 股票-其他 | 6.82% | — | +68.64% | |
| 7 | ✓ | DBV Technologies | 股票-其他 | 4.96% | — | +80.30% | |
| 8 | ✓ | Obseva SA | 股票-其他 | 4.65% | -5.57% | +41.92% | |
| 9 | SVRA | Savara INC | 股票-其他 | 4.48% | — | — | |
| 10 | BCRX | Biocryst Pharmaceuticals INC | 股票-其他 | 2.92% | -3.14% | EXIT | |
| 11 | BLPHEUR | Bellerophon Therapeutics INC | 股票-其他 | 2.32% | -0.70% | — | |
| 12 | EWTX | Edgewise Therapeutics, Inc. | 股票-其他 | 2.19% | — | -23.78% | |
| 13 | SPRO | Spero Therapeutics INC | 股票-其他 | 1.37% | -0.72% | — | |
| 14 | RARXEUR | Ra Pharmaceuticals INC | 股票-其他 | 1.11% | -6.10% | EXIT | |
| 15 | ✓ | Catalyst Biosciences INC | 股票-其他 | 0.77% | — | — | |
| 16 | ✓ | 股票-其他 | 0.44% | — | — | ||
| 17 | ✓ | ARCA biopharma Inc | 股票-其他 | 0.35% | — | — | |
| 18 | ✓ | Lipocine INC New | 股票-其他 | 0.32% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ARGX | Argenx Se - Adr | +5.8% | +0.41% | 加仓 |
| 2 | ANAB | Anaptysbio INC | +5.2% | +68.64% | 加仓 |
| 3 | ✓ | Obseva SA | +1.5% | +41.92% | 加仓 |
| 4 | BLPHEUR | Bellerophon Therapeutics INC | +1% | — | 不变 |
| 5 | ✓ | ARCA biopharma Inc | 0% | — | 不变 |
| 6 | ✓ | Lipocine INC New | -0.1% | — | 不变 |
| 7 | ✓ | Avexis INC | -0.2% | — | 不变 |
| 8 | ✓ | -0.3% | — | 不变 | |
| 9 | ZGNXEUR | Zogenix INC | -0.6% | -5.84% | 减仓 |
| 10 | ✓ | DBV Technologies | -1.2% | +80.30% | 加仓 |
| 11 | EWTX | Edgewise Therapeutics, Inc. | -1.6% | -23.78% | 减仓 |
| 12 | BCRX | Biocryst Pharmaceuticals INC | -1.7% | -21.59% | 减仓 |
| 13 | RARXEUR | Ra Pharmaceuticals INC | -2% | -29.25% | 减仓 |
| 14 | ASND | Ascendis Pharma A/S | -2.3% | -14.32% | 减仓 |
| 15 | BHVN | Biohaven Ltd. | -5.7% | +3.26% | 加仓 |
| 16 | SVRA | Savara INC | — | NEW | 新建仓 |
| 17 | MYOKEUR | Myokardia INC | — | EXIT | 清仓 |
| 18 | SPRO | Spero Therapeutics INC | — | NEW | 新建仓 |
| 19 | ✓ | Catalyst Biosciences INC | — | NEW | 新建仓 |
| 20 | 4XC1 | Kalvista Pharmaceuticals INC | — | EXIT | 清仓 |
| 21 | MDGL | Madrigal Pharmaceuticals INC | — | EXIT | 清仓 |
| 22 | ADVMCHF | Adverum Biotechnologies INC | — | EXIT | 清仓 |
| 23 | ✓ | Ocera Therapeutics INC | — | EXIT | 清仓 |
| 24 | ✓ | Axovant Sciences LTD | — | EXIT | 清仓 |