バイオファンド・ヘルスケアファンドの 13D/13G 報告書 (26年)

13D/13G 報告書は、5%を超えた時点で初回の開示義務が発生します。その後に5%未満へ下がった場合は、“最後の” 修正(13D/Aまたは13G/A)で5%未満になった事実を届け出る義務があります。

これを出せば、以後は原則として継続提出は不要です(再び5%超に戻ったら再度義務発生)。

※ 新規買い/買い増しのみを記録していますので、ポジションの削除や減らした記録は記載していない点に注意してください。また新規買いとなっていても、文脈的にそうじゃない場合があります。

※ また新規のポジションが5%未満のものはケースによっては、保有率を減らしている、売っているということもあります。

※ 私募でファンドが入る場合は 9.99% など上限いっぱい取得することが多いですが、そうではない場合、二次市場(市場内・ブロック含む)で積み上げて5%を超えたので13Gを出したというケースも多いようなので頭に入れておきましょう。

2026年Q2

報告日 取得日 ティッカー タイプ ファンド名 取得株 持ち株比率
06/10 06/03 FULC 新規(13G) Tang Capital Management, LLC 5,451,800株(+新規) 8.200%
06/10 05/19 INM 新規(13D) Vivo Opportunity Fund Holdings, L.P. 718,444株(+新規) 21.700%
06/09 06/08 DSGN 買い増し(13G) Point72 Asset Management, L.P. 3,197,764株(+475,010株 / +17.45%) 5.100%
06/05 05/29 IMMX 買い増し(13G) Janus Henderson Group PLC (JHG) 4,288,730株増加(+89.31%) 13.000%
06/05 05/29 CLRB 新規(13G) Janus Henderson Group PLC (JHG) 798,382株(+新規) 9.990%
06/05 05/29 AVTX 買い増し(13G) FMR LLC 308,920株増加(+10.73%) 6.100%
06/05 05/31 INM 新規(13G) ADAR1 Capital Management, LLC 800,000株(+新規) 24.100%
06/05 05/31 RLYB 新規(13G) ADAR1 Capital Management, LLC 926,352株(+新規) 17.500%
06/04 06/02 AUPH 買い増し(13D) Tang Capital Management, LLC 13,044,106株(+814,606株 / +6.66%) 10.000%
06/04 05/28 QTTB 新規(13G) Biotechnology Value Fund L P 2,367,524株(+新規) 9.990%
06/04 05/28 QTTB 新規(13G) RA Capital Management, L.P. 2,332,457株(+新規) 9.800%
06/03 05/27 EYPT 新規(13G) Commodore Capital LP 4,250,000株(+新規) 5.100%
06/03 05/27 EDIT 新規(13G) RA Capital Management, L.P. 8,889,000株(+新規) 5.800%
06/03 05/27 EDIT 新規(13G) TCG Crossover GP III, LLC 15,798,999株(+新規) 9.900%
06/02 05/26 EDIT 新規(13G) Commodore Capital LP 16,045,802株(+新規) 9.900%
06/01 05/28 QTTB 買い増し(13D) OrbiMed Advisors LLC 1,875,000株(+83.22%) 17.400%
05/29 05/22 AVTX 新規(13G) Deep Track Capital LP 3,055,027株(+新規) 5.810%
05/28 05/20 RACC 新規(13G) Commodore Capital LP 500,000株(+新規) 5.500%
05/28 05/20 RACC 新規(13G) PERCEPTIVE ADVISORS LLC 750,000株(+新規) 8.200%
05/27 05/26 PALI 新規(13G) Soleus Capital Master Fund, L.P. 9,353,687株(+新規) 5.400%
05/27 05/26 INSP 新規(13G) Soleus Capital Master Fund, L.P. 1,470,748株(+新規) 5.100%
05/27 05/19 INM 新規(13G) Squadron Master Fund LP 325,000株(+新規) 9.800%
05/26 05/21 KNSA 買い増し(13D) Baker Bros. Advisors LP 3,253,341株(+102,312株 / +3.25%) 7.000%
05/26 05/22 AVTX 買い増し(13G) Point72 Asset Management, L.P. 2,710,817株(+2,083,315株 / +332.00%) 5.200%
05/21 05/14 REPL 新規(13G) Ridgeback Capital Investments L.P. 6,252,651株(+新規) 7.600%
05/21 05/14 SANA 新規(13G) RA Capital Management, L.P. 18,750,000株(+新規) 6.300%
05/20 05/18 TENX 新規(13G) Millennium Management LLC 1,347,130株(+新規) 5.100%
05/19 05/12 CCCC 新規(13G) Squadron Master Fund LP 5,550,000株(+新規) 5.000%
05/14 05/12 WHWK 買い増し(13D) Avoro Capital Advisors LLC 18,292,675株(+6,377,714株 / +53.53%) 19.990%
05/13 05/11 ARTV 買い増し(13D) RA Capital Management, L.P. 16,377,468株(+6,524,166株 / +66.21%) 33.700%
05/13 03/31 ATRA 新規(13G) Adage Capital Management, L.P. 700,000株(+新規) 8.560%
05/12 05/05 PSNL 新規(13G) Deep Track Capital, LP 5,760,627株(+新規) 5.510%
05/12 05/11 STAA 新規(13G) Point72 Asset Management, L.P. 2,591,498株(+新規) 5.200%
05/12 05/05 AVTX 新規(13G) TCG Crossover GP II, LLC 3,017,120株(+新規) 7.900%
05/12 05/05 AURA 新規(13G) TCG Crossover GP II, LLC 9,533,333株(+新規) 9.900%
05/12 03/31 REPL 新規(13G) Suvretta Capital Management, LLC 4,221,836株(+新規) 5.100%
05/12 03/31 ZURA 追加(13G) Suvretta Capital Management, LLC 9,524,263株(+3,957,262株 / +71.08%) 9.900%
05/11 05/04 COAG 新規(13G) RA Capital Management, L.P. 7,729,773株(+新規) 16.600%
05/11 05/04 COAG 新規(13D) AI DEN-MAB LLC 4,876,344株(+新規) 10.400%
05/11 05/07 INCY 買い増し(13D) Baker Bros. Advisors LP 31,225,572株(+12,155株) 15.600%
05/11 05/04 ASMB 新規(13G) Paradigm BioCapital Advisors LP 865,251株(+新規) 5.400%
05/11 03/31 RZLT 買い増し(13G) Opaleye Management Inc. 6,300,000株(+1,387,100株) 6.580%
05/08 05/01 COAG 新規(13G) Deep Track Capital, LP 3,600,996株(+新規) 8.150%
05/08 04/30 LXRX 買い増し(13D) Invus Global Management, LLC 175,156,062株(+20,421,735株 / +13.20%) 39.400%
05/08 05/07 ATRA 買い増し(13G) Point72 Asset Management, L.P. 526,682株(+518,035株 / +5990.92%) 6.200%
05/08 05/01 AVLN 新規(13D) SUVRETTA CAPITAL MANAGEMENT, LLC 2,503,109株(+新規) 5.600%
05/08 05/01 AVLN 新規(13D) SR One Capital Management, LLC 3,308,649株(+新規) 7.500%
05/07 05/07 ATRA 買い増し(13G) EcoR1 Capital, LLC 1,552,000株(+836,147株 / +116.80%) 17.400%
05/07 05/05 LONA 買い増し(13D) Perceptive Advisors LLC 1,882,370株(+23,048株 / +1.24%) 19.990%
05/07 04/30 AVLN 新規(13G) Perceptive Advisors LLC 2,675,296株(+新規) 6.000%
05/07 04/30 ABCL 買い増し(13G) Baker Bros. Advisors LP 33,012,138株(+5,486,498株 / +19.93%) 10.800%
05/06 04/29 AGIO 新規(13G) Lynx1 Capital Management LP 3,013,949株(+新規) 5.100%
05/05 04/16 TRAW 買い増し(13D) OrbiMed Advisors LLC 1,876,198株(+1,115,374株 / +146.60%) 11.900%
05/05 05/01 MANE 買い増し(13D) Suvretta Capital Management, LLC 4,172,121株(+3,130 / +0.08%) 9.900%
05/05 05/01 MANE 新規(13D) Seven Fleet Capital Management LP 80,000株(+新規) 0.200%
05/05 03/31 ENGN 買い増し(13G) Invus Public Equities, L.P. 5,253,159株(+1,008,600 / +23.76%) 7.800%
05/05 03/31 DBVT 買い増し(13G) Invus Public Equities, L.P. 19,310,005株(+4,959,045 / +34.56%) 6.500%
05/05 03/31 SLDB 買い増し(13G) Invus Public Equities, L.P. 10,066,682株(+2,650,777 / +35.74%) 9.990%
05/04 04/27 RLMD 新規(13G) Commodore Capital LP 5,505,527株(+新規) 5.100%
05/04 04/30 TRIB 増加(13D) Perceptive Advisors LLC 1,960,961,709株(+134.03%) 9.900%
05/04 03/31 PMVP 追加(13G) Sio Capital Management, LLC 3,076,580株(+440,032株 / +16.69%) 5.770%
05/01 04/24 ALT 新規(13G) RA Capital Management, L.P. 13,000,000株(+新規) 6.500%
05/01 04/24 ALT 新規(13G) Viking Global Investors LP 13,400,000株(+新規) 6.700%
05/01 04/24 ALT 新規(13G) TCG Crossover GP II, LLC 20,000,000株(+新規) 9.800%
05/01 04/24 SABS 新規(13G) Millennium Management LLC 3,432,153株(+新規) 5.100%
04/29 04/27 CLYM 買増(13D) RA Capital Management L.P. 4,628,144株(+25.71%) 33.000%
04/29 04/22 PRTC 新規(13G) Tang Capital Management, LLC 12,635,782株(+新規) 5.190%
04/29 04/28 JANX 新規(13G) Point72 Asset Management, L.P. 3,069,759株(+新規) 5.000%
04/29 04/14 IMA 追加(13D) OrbiMed Advisors LLC 1,495,045株(+721,291) 13.100%
04/28 04/21 PRLD 新規(13G) RA Capital Management, L.P. 6,477,309株(+新規) 9.900%
04/27 04/20 JATT 新規(13G) RA Capital Management, L.P. 500,000株(+新規) 6.400%
04/27 04/15 ACHV 新規(13D) venBio Global Strategic Fund V, L.P. 10,737,317株(+新規) 9.990%
04/23 04/22 ACRV 買い増し(13D) RA Capital Management, L.P. 12,284,906株(+3,888,888) 28.800%
04/23 04/22 SRZN 新規(13G) Point72 Asset Management, L.P. 615,957株(+新規) 5.400%
04/22 04/20 TRAX 新規(13G) EcoR1 Capital, LLC 3,174,519株(+新規) 9.100%
04/22 04/20 FATE 買い増し(13D) Redmile Group LLC 18,229,078株(+287,499) 14.900%
04/22 04/15 KTTA 新規(13G) Funicular Funds, LP 1,839,512株(+新規) 7.400%
04/22 04/15 SYRE 買い増し(13G) Perceptive Advisors LLC 4,319,496株(+1,744,773 / +67.77%) 5.000%
04/21 04/20 VOR 買い増し(13D) RA Capital Management, L.P. 12,896,519株(+157,495) 19.900%
04/21 04/14 STRO 新規(13G) Perceptive Advisors LLC 898,025株(+新規) 5.400%
04/20 04/16 SYRE 買い増し(13D) Fairmount Funds Management LLC 9,016,702株(+909,820 / +11.22%) 9.990%
04/17 02/17 IMUX 買い増し(13G) Avidity Partners Management LP 13,958,410株(+9,258,999) 9.900%
04/16 04/15 CTMX 買い増し(13G) Point72 Asset Management, L.P. 10,864,581株(+6,796,006株 / +167.04%) 5.000%
04/13 02/17 ACET 買い増し(13G) RA Capital Management, L.P. 1,182,624株(+222,387株) 12.300%
04/13 04/06 LXEO 新規(13G) Suvetta Capital Management, LLC 5,674,778株(+新規) 7.700%
04/10 04/09 VOR 買い増し(13D) RA Capital Management L.P. 154,936株(+1.25%) 19.900%
04/08 04/06 VOR 増加(13D) RA Capital Management LLC 12,399,706株(+212,182株) 19.900%
04/08 03/31 SCYX 新規(13G) Squadron Master Fund LP 7,608,695株(+新規) 9.600%
04/08 03/31 TENX 増加(13G) Morgan Stanley 596,564株(+188株) 3.500%
04/08 04/01 KTTA 新規(13G) Opaleye Management Inc. 2,491,000株(+新規) 9.990%
04/07 04/04 ABOS 増加(13G) James B. Murray Jr. 3,611,360株(+930,303株) 5.000%

2026年Q1の 13D/13G (5%以上) 開示

報告日 取得日 ティッカー タイプ ファンド名 取得株 持ち株比率
05/18 03/31 STOK 買い増し(13G) Lynx1 Capital Management LP 4,763,673株(+642,429株 / +15.59%) 8.100%
05/18 03/31 GHRS 買い増し(13G) Lynx1 Capital Management LP 10,763,288株(+1,306,666株 / +13.82%) 17.400%
05/15 03/31 LXEO 買い増し(13G) Paradigm BioCapital Advisors LP 6,184,134株(+1,420,936株 / +29.83%) 8.300%
05/15 03/31 PCVX 買い増し(13G) RA Capital Management, L.P. 12,974,599株(+10,108株 / +0.08%) 8.900%
05/15 03/31 UNCY 買い増し(13G) RA Capital Management, L.P. 2,801,082株(+415,803株 / +17.43%) 9.900%
05/15 03/31 PALI 買い増し(13G) RA Capital Management, L.P. 17,620,479株(+1,873,650株 / +11.90%) 9.900%
05/15 03/31 AVTX 買い増し(13G) RA Capital Management, L.P. 2,455,655株(+516,590株 / +26.64%) 9.900%
05/15 03/31 RNA 新規(13G) RA Capital Management, L.P. 864,102株(+新規) 5.600%
05/15 03/31 GLUE 買い増し(13G) Baker Bros. Advisors LP 4,530,610株(+104.25%) 9.990%
05/15 03/31 PRAX 新規(13G) Baker Bros. Advisors LP 1,753,198株(+新規) 6.300%
05/15 03/31 GRAL 買い増し(13G) Baker Bros. Advisors LP 1,943,281株(+93.19%) 9.800%
05/15 03/31 VSTM 買い増し(13G) RTW Investments LP 9,018,724株(+1,182,378株 / +15.09%) 9.900%
05/15 03/31 TENX 買い増し(13G) RTW Investments LP 1,867,630株(+1,216,662株 / +186.90%) 9.900%
05/15 03/31 TNGX 新規(13G) RTW Investments LP 13,300,620株(+新規) 9.300%
05/15 03/31 STOK 買い増し(13G) RTW Investments LP 5,940,866株(+630,833株 / +11.88%) 9.900%
05/15 03/31 REPL 買い増し(13G) RTW Investments LP 7,356,916株(+961,184株 / +15.03%) 8.900%
05/15 03/31 MIST 買い増し(13G) RTW Investments LP 12,356,953株(+3,201,785株 / +34.97%) 9.900%
05/15 03/31 IRTC 新規(13G) RTW Investments LP 1,668,500株(+新規) 5.200%
05/15 03/31 IMTX 買い増し(13G) RTW Investments LP 12,869,340株(+1,435,986株 / +12.56%) 9.600%
05/15 03/31 ERAS 新規(13G) RTW Investments LP 16,157,175株(+新規) 5.200%
05/15 03/31 CMPS 買い増し(13G) RTW Investments LP 12,971,571株(+3,497,174株 / +36.91%) 9.900%
05/15 03/31 CGON 新規(13G) RTW Investments LP 6,984,808株(+新規) 8.300%
05/15 03/31 IPSC 新規(13G) RTW Investments LP 13,043,478株(+新規) 7.100%
05/15 03/31 CELC 新規(13G) RTW Investments LP 3,039,621株(+新規) 6.300%
05/15 03/31 CSTL 買い増し(13G) RTW Investments LP 2,758,335株(+643,098株 / +30.40%) 9.300%
05/15 03/31 CADL 新規(13G) RTW Investments LP 6,422,018株(+新規) 8.800%
05/15 03/31 XENE 買い増し(13G) Avoro Capital Advisors LLC 111,111株(+1.96%) 6.260%
05/15 03/31 DMRA 新規(13G) Avoro Capital Advisors LLC 3,783,000株(+新規) 6.270%
05/15 03/31 AVTX 新規(13G) Avoro Capital Advisors LLC 1,410,000株(+新規) 5.750%
05/15 03/31 PALI 新規(13G) Ameriprise Financial Inc 8,711,385株(+新規) 5.300%
05/15 03/31 TSHA 買い増し(13G) Vestal Point Capital, LP 4,250,000株(+30.91%) 6.300%
05/15 03/31 BCAX 買い増し(13G) Vestal Point Capital, LP 1,850,000株(+51.75%) 8.300%
05/15 03/31 DRUG 新規(13G) Vestal Point Capital, LP 492,319株(+新規) 5.000%
05/15 03/31 NRIX 新規(13G) Vestal Point Capital, LP 6,500,000株(+新規) 6.300%
05/15 03/31 IMCR 新規(13G) Vestal Point Capital, LP 2,766,868株(+新規) 5.500%
05/15 03/31 APRE 新規(13G) Vestal Point Capital, LP 22,654,832株(+新規) 9.900%
05/15 03/31 TENX 買い増し(13G) Logos Global Management LP 800,000株(+185,000) 3.000%
05/15 03/31 PTN 買い増し(13G) Logos Global Management LP 182,162株(+39,870) 9.900%
05/15 03/31 AVTX 買い増し(13G) Logos Global Management LP 1,675,000株(+390,000) 3.200%
05/15 03/31 XLO 新規(13G) OrbiMed Advisors LLC 642,000株(+新規) 9.990%
05/15 03/31 FBRX 買い増し(13G) OrbiMed Advisors LLC 884,230株(+374,230) 4.300%
05/15 03/31 SABS 新規(13G) Caligan Partners LP 7,967,207株(+新規) 10.400%
05/15 03/31 IRD 新規(13G) Caligan Partners LP 6,075,028株(+新規) 8.500%
05/15 03/31 LBRX 新規(13G) Caligan Partners LP 1,438,070株(+新規) 5.000%
05/15 03/31 AVTX 買い増し(13G) Caligan Partners LP 1,635,023株(+753,490株) 7.200%
05/15 03/31 SNSE 新規(13G) Caligan Partners LP 126,002株(+新規) 9.400%
05/15 03/31 STRO 買い増し(13G) Kynam Capital Management, LP 872,558株(+328,413) 5.270%
05/15 03/31 CTMX 買い増し(13G) Kynam Capital Management, LP 15,013,093株(+6,047,016) 6.900%
05/15 03/31 BNR 買い増し(13G) Kynam Capital Management, LP 1,227,555株(+232,672) 13.970%
05/15 03/31 EQ 買い増し(13G) ADAR1 Capital Management LLC 6,603,754株(+408,872株 / +6.60%) 9.900%
05/15 03/31 OKUR 買い増し(13G) ADAR1 Capital Management LLC 2,434,941株(+1,420,783株 / +140.09%) 6.000%
05/15 03/31 QNRX 買い増し(13G) ADAR1 Capital Management LLC 102,883株(+44,653株 / +76.68%) 4.900%
05/15 03/31 IKT 買い増し(13G) ADAR1 Capital Management LLC 13,860,028株(+1,167,641株 / +9.20%) 9.900%
05/15 03/31 GRCE 買い増し(13G) ADAR1 Capital Management LLC 1,717,426株(+68,635株 / +4.16%) 9.900%
05/15 03/31 LONA 新規(13G) ADAR1 Capital Management LLC 727,481株(+新規) 7.700%
05/15 03/31 HLXC 新規(13G) ADAR1 Capital Management LLC 1,000,000株(+新規) 5.600%
05/15 03/31 LPCN 新規(13G) Ikarian Capital, LLC 508,556株(+新規) 6.300%
05/15 03/31 PTHS 買い増し(13G) Ikarian Capital, LLC 256,598株(+840株 / +0.33%) 7.700%
05/15 03/31 IMNM 新規(13G) Sirenia Capital Management LP 6,895,000株(+新規) 6.100%
05/15 03/31 IBIO 新規(13G) Sirenia Capital Management LP 11,586,340株(+新規) 9.900%
05/15 03/31 EDSA 新規(13G) Sirenia Capital Management LP 600,000株(+新規) 7.200%
05/15 03/31 DNTH 新規(13G) Sirenia Capital Management LP 2,798,122株(+新規) 5.300%
05/15 03/31 HELP 新規(13G) Sirenia Capital Management LP 3,677,966株(+新規) 7.200%
05/15 03/31 CRVS 新規(13G) Sirenia Capital Management LP 6,831,828株(+新規) 7.500%
05/15 03/31 CCCC 新規(13G) Sirenia Capital Management LP 23,505,000株(+新規) 9.900%
05/15 03/31 ANAB 新規(13G) Sirenia Capital Management LP 1,920,402株(+新規) 6.700%
05/15 03/31 ANRO 新規(13G) Sirenia Capital Management LP 2,591,587株(+新規) 7.900%
05/15 03/31 XLO 新規(13G) Sirenia Capital Management LP 1,142,862株(+新規) 9.900%
05/15 03/31 TNXP 新規(13G) Sirenia Capital Management LP 1,297,470株(+新規) 8.800%
05/15 03/31 QTTB 新規(13G) Sirenia Capital Management LP 2,057,308株(+新規) 9.900%
05/15 03/31 PTN 新規(13G) Sirenia Capital Management LP 2,307,000株(+新規) 9.900%
05/15 03/31 OVID 新規(13G) Sirenia Capital Management LP 18,031,333株(+新規) 9.900%
05/15 03/31 OKYO 新規(13G) Sirenia Capital Management LP 4,054,054株(+新規) 7.700%
05/15 03/31 KOD 新規(13G) Sirenia Capital Management LP 3,495,000株(+新規) 5.700%
05/14 03/31 FHTX 買い増し(13G) Deerfield Mgmt, L.P. 2,204,228株(+75.09%) 8.640%
05/14 03/31 OVID 買い増し(13G) Jeremy M. Levin 8,551,502株(+1,609,321株 / +23.18%) 4.500%
05/14 03/31 OVID 買い増し(13G) Affinity Asset Advisors, LLC 15,635,484株(+3,486,318株 / +28.70%) 9.100%
05/14 03/31 FBRX 買い増し(13G) Affinity Asset Advisors, LLC 1,011,890株(+176,926株 / +21.19%) 7.300%
05/14 03/31 STRO 買い増し(13G) Affinity Asset Advisors, LLC 1,069,519株(+321,137株 / +42.91%) 6.500%
05/14 03/31 IBIO 買い増し(13G) Affinity Asset Advisors, LLC 3,489,048株(+1,087,432株 / +45.28%) 9.990%
05/14 03/31 AVTX 買い増し(13G) Affinity Asset Advisors, LLC 1,340,840株(+289,786株 / +27.57%) 5.500%
05/14 03/31 HLXC 新規(13G) Affinity Asset Advisors, LLC 1,250,000株(+新規) 7.000%
05/14 03/31 KPTI 買い増し(13G) Affinity Asset Advisors, LLC 2,073,517株(+360,425株 / +21.04%) 8.600%
05/14 03/31 IMA 買い増し(13G) Blue Owl Capital Holdings LP 959,337株(+135,552株 / +16.45%) 8.510%
05/14 03/31 LRMR 買い増し(13G) Blue Owl Capital Holdings LP 10,739,492株(+2,274,829株 / +26.87%) 9.990%
05/14 03/31 AKTS 新規(13G) Blue Owl Capital Holdings LP 3,161,348株(+新規) 5.920%

2026年Q1

報告日 取得日 ティッカー タイプ ファンド名 取得株 持ち株比率
04/07 03/31 SCYX 新規(13G) Great Point Partners, LLC 7,978,713株(+新規) 9.990%
04/07 03/31 PMN 新規(13G) Janus Henderson Group PLC 1,292,757株(+新規) 14.400%
04/07 03/31 FDMT 増加(13G) Janus Henderson Group PLC 5,247,151株(+611,276株) 10.300%
04/07 03/31 TENX 増加(13G) Ikarian Capital, LLC 1,145,100株(+177,500株) 6.700%
04/07 03/31 ACRS 新規(13G) RA Capital Management, L.P. 7,626,705株(+新規) 6.300%
04/07 03/31 OKUR 新規(13D) AI Biotechnology LLC 9,091,532株(+新規) 19.990%
04/07 03/31 OKUR 新規(13G) StepStone Group LP 2,660,612株(+新規) 6.600%
04/07 03/31 OKUR 新規(13G) Trails Edge Capital Partners, LP 2,409,638株(+新規) 6.000%
04/07 03/31 OKUR 新規(13G) RA Capital Management, L.P. 4,038,715株(+新規) 9.900%
04/07 03/30 APRE 新規(13G) Squadron Master Fund LP 1,271,081株(+新規) 9.900%
04/07 03/30 ALMS 新規(13G) Deep Track Capital, LP 7,362,035株(+新規) 5.980%
04/02 03/26 KPTI 新規(13G) RA CAPITAL MANAGEMENT LLC 2,078,913株(+新規) 9.900%
04/02 03/26 KPTI 買い増し(13G) Commodore Capital LP 1,820,959株(+1411.15%) 9.900%
04/02 03/31 KRRO 買い増し(13G) Lynx1 Capital Management LP 804,663株(+109.68%) 10.700%
04/01 03/27 OKUR 増加(13G) ACORN BIOVENTURES, L.P. 3,924,037株(+1,084,363株) 9.500%
04/01 03/31 CNTB 買い増し(13D) Panacea Innovation Limited 13,160,000株(+1,160,000株 / +9.67%) 21.200%
04/01 03/30 IVA 買い増し(13D) New Enterprise Associates 17, L.P. 9,372,390株(+1,021,660株 / +12.23%) 4.900%
04/01 03/30 VOR 新規(13G) TCG Crossover GP II, LLC 5,673,078株(+新規) 10.500%
04/01 03/30 VOR 買い増し(13D) RA CAPITAL MANAGEMENT LLC 12,187,524株(+3,164,456株 / +35.07%) 19.900%
04/01 03/26 AVTX 新規(13G) Logos Global Management LP 1,285,000株(+新規) 5.600%
04/01 03/25 MAZE 新規(13G) Paradigm BioCapital Advisors LP 3,051,087株(+新規) 6.100%
04/01 03/25 VERA 新規(13G) Point72 Asset Management L.P. 1,229,525株(+新規) 1.700%
03/30 03/26 WVE 買い増し(13D) RA CAPITAL MANAGEMENT LLC 8,772,496株(+34.47%) 17.500%
03/30 03/23 XNCR 新規(13G) RA CAPITAL MANAGEMENT LLC 4,736,739株(+新規) 6.500%
03/24 03/20 CELC 買い増し(13D) BAKER BROS. ADVISORS LP 1,837,182株(+23.72%) 19.990%
03/23 03/19 ACRV 新規(13D) RA Capital Management LLC 8,396,018株(+新規) 21.600%
03/23 03/19 SABS 買い増し(13D) RA Capital Management LLC 2,144,801株(+41.51%) 9.900%
03/20 03/16 OLMA 新規(13G) Invus Public Equities, L.P. 4,461,949株(+新規) 5.100%
03/20 03/13 EQ 新規(13G) RA Capital Management LLC 6,480,209株(+新規) 9.900%
03/19 03/17 GLUE 新規(13D) New Enterprise Associates 17, L.P. 7,797,030株(+新規) 9.700%
03/19 03/12 RLAY 新規(13G) Perceptive Advisors LLC 9,404,725株(+新規) 5.300%
03/17 03/09 ACRS 新規(13G) Deep Track Capital, LP 9,345,000株(+新規) 7.000%
03/16 03/09 EDSA 新規(13G) Perceptive Advisors LLC 563,239株(+新規) 6.700%
03/13 03/10 ANTX 新規(13G) Vivo Opportunity Fund Holdings, L.P. 2,864,346株(+新規) 8.000%
03/12 03/10 KRRO 買い増し(13D) New Enterprise Associates 17 L.P. 360,552株(+32.89%) 9.900%
03/11 03/09 SLDB 買い増し(13D) Perceptive Advisors LLC 34,400株(+0.29%) 12.900%
03/11 03/09 SABS 買い増し(13D) RA Capital Management, L.P. 764,924株(+17.38%) 9.900%
03/11 03/09 SLDB 買い増し(13D) Perceptive Advisors LLC 34,400株(+0.29%) 12.900%
03/11 03/04 PEPG 新規(13G) Commodore Capital LP 3,544,101株(+新規) 5.100%
03/11 03/04 VERA 新規(13G) Deep Track Capital, LP 3,921,362株(+新規) 5.500%
03/10 03/06 SLDB 買い増し(13D) BCLS SB Investco, LP 2,425,810株(+39.26%) 8.800%
03/10 03/06 SLDB 買い増し(13D) RA Capital Management, L.P. 1,666,416株(+20.84%) 9.900%
03/10 12/10 TENX 新規(13D) Christopher Thomas Giordano 1,252,965株(+新規) 6.790%
03/09 02/27 TENX 新規(13G) Logos Global Management LP 615,000株(+新規) 9.900%
03/06 03/04 TYRA 買い増し(13D) RA Capital Management, L.P. 366,787株増加(計 12,266,575株) 21.200%
03/06 02/28 GLTO 買い増し(13G) Ikarian Capital, LLC 50,000株増加(計 335,710株) 0.600%
03/06 02/28 DYN 買い増し(13G) T. Rowe Price Investment Management, Inc. 9,038,348株増加(計 26,578,437株) 16.200%
03/05 12/19 NXTC 新規(13D) Sofinnova Venture Partners IX L.P. 222,654株(+新規) 7.100%
03/05 12/10 VERA 買い増し(13D) Sofinnova Venture Partners X, L.P. (“SVP X”) 34,000株(+1.21%) 4.000%
03/05 04/28 JBIO 新規(13D) Sofinnova Venture Partners X, L.P. (“SVP X”) 107,391株(+新規) 0.300%
03/04 03/02 ACOG 買い増し(13G) Opaleye Management Inc. 195,049株(+8.89%) 11.000%
03/04 02/17 IMUX 新規(13G) Deep Track Capital, LP 11,454,000株(+新規) 8.690%
03/04 12/31 CTMX 新規(13G) Kynam Capital Management, LP 8,966,077株(+新規) 5.290%
03/04 12/31 CGEM 新規(13G) Kynam Capital Management, LP 3,114,132株(+新規) 5.270%
03/03 02/27 AUPH 買い増し(13D) TANG CAPITAL MANAGEMENT, LLC 2,200,000株(+21.94%) 9.200%
03/02 02/27 LRMR 買い増し(13D) James E. Flynn 35,667,474株(+5,000,000株 / +16.30%) 34.410%
03/03 02/25 BCYC 新規(13G) Invus Public Equities, L.P. 3,149,049株(+新規) 6.300%
03/02 02/26 BCAX 買い増し(13D) RA Capital Management, L.P. 7,279,739株(+323,746株 / +4.65%) 11.500%
03/03 02/24 ZNTL 新規(13G) Squadron Master Fund LP 3,676,900株(+新規) 5.100%
03/03 02/24 EDSA 新規(13G) Point72 Asset Management, L.P. 600,000株(+新規) 7.200%
02/27 02/23 KTTA 新規(13G) Coastlands Capital LP 2,394,765株(+新規) 9.990%
02/27 02/12 TECX 新規(13G) TCG Crossover GP II, LLC 1,169,760株(+新規) 6.200%
02/26 02/24 ACAD 買増(13D) Baker Bros. Advisors LP 66,774株(+0.15%) 25.400%
02/26 02/19 CAPR 新規(13G) SUVRETTA CAPITAL MANAGEMENT, LLC 3,417,891株(+新規) 6.600%
02/25 02/23 OBIO 買増(13D) RTW Investments, LP 3,636,363株(+43.78%) 19.700%
02/25 02/18 SNSE 新規(13G) Trails Edge Capital Partners, LP 126,010株(+新規) 9.900%
02/24 02/17 EYPT 新規(13G) Paradigm BioCapital Advisors LP 4,192,261株(+新規) 5.100%
02/24 02/17 IMUX 新規(13G) Commodore Capital LP 13,350,121株(+新規) 9.900%
02/24 02/17 IMUX 新規(13G) Trails Edge Capital Partners, LP 11,454,000株(+新規) 8.700%
02/23 02/18 BBNX 新規(13G) Point72 Asset Management, L.P. 2,290,023株(+新規) 5.200%
02/20 02/19 QTTB 新規(13G) Opaleye Management Inc. 1,256,228株(+新規) 8.650%
02/20 02/17 IMUX 新規(13G) Vivo Opportunity Fund Holdings, L.P. 29,126,906株(+新規) 9.990%
02/20 02/12 IMUX 増加(13D) BIOTECHNOLOGY VALUE FUND L P 3,845,423株(+39.30%) 9.990%
02/20 02/19 ACOG 増加(13G) Opaleye Management Inc. 197,805株(+9.55%) 10.430%
02/20 02/13 NERV 新規(13G) Coastlands Capital LP 4,563,031株(+新規) 9.990%
02/19 02/17 IMUX 新規(13G) Soleus Capital Master Fund, L.P. 6,792,000株(+新規) 5.500%
02/19 02/17 QTTB 新規(13G) Point72 Asset Management, L.P. 2,057,308株(+新規) 9.900%
02/19 02/13 NMRA 新規(13G) Invus Public Equities, L.P. 8,997,822株(+新規) 5.400%
02/19 02/11 ACOG 増加(13G) Funicular Funds, LP 54,535株(+5.14%) 5.100%
02/18 02/17 OKYO 新規(13G) Point72 Asset Management, L.P. 4,058,445株(+新規) 7.900%
02/17 02/12 EVMN 取得(13D) RA Capital Management, L.P. 3,494,638株(+35,868) 9.700%
02/17 02/09 SGP 新規(13D) RA Capital Management, L.P. 8,022,639株(+新規) 24.100%
02/17 02/09 SGP 新規(13G) Samsara BioCapital L.P. 2,109,953株(+新規) 6.300%
02/17 01/21 CMPS 新規(13D) AtaiBeckley Inc. 4,764,710株(+新規) 4.960%
02/17 12/31 UNCY 取得(13G) RA Capital Management, L.P. 2,385,279株(+425,049) 9.900%
02/17 12/31 SRZN 取得(13G) RA Capital Management, L.P. 871,731株(+4,313) 9.200%
02/17 12/31 RYTM 取得(13G) RA Capital Management, L.P. 6,666,837株(+1,105,478) 9.900%
02/17 12/31 PALI 取得(13G) RA Capital Management, L.P. 15,746,829株(+5,811,068) 9.900%
02/17 12/31 LBRX 取得(13G) RA Capital Management, L.P. 2,208,604株(+533,604) 8.700%
02/17 12/31 IVVD 取得(13G) RA Capital Management, L.P. 28,857,208株(+7,518,920) 9.900%
02/17 12/31 FULC 取得(13G) RA Capital Management, L.P. 6,649,973株(+596,013) 9.900%
02/17 12/31 CTNM 取得(13G) RA Capital Management, L.P. 2,179,711株(+57,711) 7.200%
02/17 12/31 AVTX 取得(13G) RA Capital Management, L.P. 1,939,065株(+552,898) 9.900%
02/17 12/31 ACET 新規(13G) RA Capital Management, L.P. 960,237株(+新規) 9.900%
02/17 12/31 FDMT 取得(13G) RA Capital Management, L.P. 5,713,852株(+1,148,985) 9.900%
02/17 12/31 GRAL 新規(13G) Baker Bros. Advisors LP 2,085,333株(+新規) 5.300%
02/17 12/31 ALKS 新規(13G) Baker Bros. Advisors LP 10,012,267株(+新規) 6.100%
02/17 12/31 KALA 追加(13G) Baker Bros. Advisors LP 2,890,055株(+2,145,296) 9.990%
02/17 12/31 RVMD 追加(13G) Baker Bros. Advisors LP 9,455,357株(+90,385) 4.900%
02/17 12/31 NRIX 追加(13G) Baker Bros. Advisors LP 7,527,996株(+776,431) 7.200%
02/17 12/31 ANRO 取得(13G) Point72 Asset Management, L.P. 2,824,275株(+916,444) 8.900%
02/17 12/23 IPSC 取得(13G) Point72 Asset Management, L.P. 5,961,563株(+1,235,924) 6.800%
02/17 12/31 DNTH 取得(13G) Point72 Asset Management, L.P. 2,981,674株(+860,534) 6.900%
02/17 12/31 PALI 取得(13G) Point72 Asset Management, L.P. 10,495,252株(+2,909,641) 7.000%
02/17 12/31 DSGN 取得(13G) Point72 Asset Management, L.P. 5,372,004株(+2,429,285) 9.400%
02/17 12/31 TENX 取得(13G) Point72 Asset Management, L.P. 423,415株(+83,782) 6.800%
02/17 12/31 QURE 追加(13G) Avoro Capital Advisors LLC 6,150,000株(+2,525,000) 9.870%
02/17 12/31 CNTA 追加(13G) Avoro Capital Advisors LLC 14,555,555株(+3,747,475) 9.970%
02/17 12/31 CELC 新規(13G) Avoro Capital Advisors LLC 3,111,111株(+新規) 6.720%
02/17 12/31 SLNO 追加(13G) Avoro Capital Advisors LLC 2,900,000株(+850,000) 5.400%
02/17 12/31 MNMD 新規(13G) Avoro Capital Advisors LLC 5,000,000株(+新規) 5.080%
02/17 12/31 XLO 取得(13G) STEMPOINT CAPITAL LP 6,030,028株(+2,030,028) 8.400%
02/17 12/31 TENX 取得(13G) Dellora Investments Master Fund LP 401,071株(+50,000) 6.400%
02/17 12/31 BCAX 新規(13G) T. Rowe Price Investment Management, Inc. 3,236,595株(+新規) 5.900%
02/17 12/31 CLYM 新規(13G) MPM BIOIMPACT LLC 2,671,480株(+新規) 5.600%
02/17 12/31 DBVT 新規(13G) MPM BIOIMPACT LLC 24,579,307株(+新規) 9.900%
02/17 12/31 FDMT 取得(13G) Novo Holdings A/S 3,650,737株(+475,737) 6.400%
02/17 12/31 IVA 追加(13G) Sofinnova Crossover I SLP 19,086,050株(+11,293,743) 8.600%
02/17 12/23 NERV 新規(13G) Logos Global Management LP 4,435,444株(+新規) 9.900%
02/17 12/31 SABS 取得(13G) RTW INVESTMENTS LP 1,587,302株(+562,967) 3.200%
02/17 12/31 ZLAB 取得(13G) RTW INVESTMENTS LP 69,590,320株(+46,676,600) 6.300%
02/17 12/31 VSTM 取得(13G) RTW INVESTMENTS LP 7,836,346株(+2,209,543) 9.900%
02/17 12/31 TENX 取得(13G) RTW INVESTMENTS LP 650,968株(+232,528) 9.900%
02/17 12/31 RAPT 新規(13G) RTW INVESTMENTS LP 1,637,165株(+新規) 5.900%
02/17 12/31 RDNT 新規(13G) RTW INVESTMENTS LP 3,938,500株(+新規) 5.100%
02/17 12/31 ORKA 取得(13G) RTW INVESTMENTS LP 2,058,148株(+112,499) 4.300%
02/17 12/31 KLRS 新規(13G) RTW INVESTMENTS LP 1,300,000株(+新規) 5.700%
02/17 12/31 IMTX 取得(13G) RTW INVESTMENTS LP 11,433,354株(+2,617,737) 8.500%
02/17 12/31 CSTL 新規(13G) RTW INVESTMENTS LP 2,115,237株(+新規) 7.200%
02/17 12/31 APLS 新規(13G) RTW INVESTMENTS LP 7,666,764株(+新規) 6.100%
02/17 12/31 VTGN 追加(13G) Commodore Capital LP 4,383,508株(+2,015,624) 9.900%
02/17 12/31 MNMD 新規(13G) Commodore Capital LP 7,428,775株(+新規) 7.200%
02/17 12/31 ANRO 追加(13G) Commodore Capital LP 3,245,628株(+55,361) 9.900%
02/17 12/31 NSPR 追加(13G) ORBIMED ADVISORS LLC 3,133,405株(+1,000,000) 7.400%
02/17 12/31 CYBN 新規(13G) ORBIMED ADVISORS LLC 2,422,600株(+新規) 4.900%
02/17 12/31 AVTX 追加(13G) ORBIMED ADVISORS LLC 1,187,300株(+220,300) 6.400%
02/17 12/31 SLDB 追加(13G) Vestal Point Capital, LP 5,815,000株(+4,061,442) 7.500%
02/17 12/31 TSHA 新規(13G) Vestal Point Capital, LP 13,750,000株(+新規) 5.000%
02/17 12/31 ELVN 新規(13G) Vestal Point Capital, LP 3,830,000株(+新規) 6.500%
02/17 12/31 DAWN 新規(13G) Vestal Point Capital, LP 5,200,000株(+新規) 5.100%
02/17 12/31 CBIO 新規(13G) Vestal Point Capital, LP 1,500,000株(+新規) 5.400%
02/17 12/31 ACLX 新規(13G) Vestal Point Capital, LP 2,925,000株(+新規) 5.100%
02/17 12/31 ANRO 新規(13G) Vestal Point Capital, LP 2,485,000株(+新規) 8.000%
02/17 12/31 FBRX 取得(13G) JANUS HENDERSON GROUP PLC 1,425,785株(+768,276) 11.400%
02/17 12/31 OLMA 取得(13G) JANUS HENDERSON GROUP PLC 6,710,194株(+3,124,345) 8.400%
02/17 12/31 SLNO 取得(13G) JANUS HENDERSON GROUP PLC 7,178,354株(+1,122,015) 13.400%
02/17 12/31 TARA 取得(13G) JANUS HENDERSON GROUP PLC 5,141,616株(+910,285) 10.000%
02/17 12/31 MIRM 取得(13G) JANUS HENDERSON GROUP PLC 6,065,308株(+620,269) 11.800%
02/17 12/31 CMPR 取得(13G) JANUS HENDERSON GROUP PLC 3,620,423株(+272,260) 14.700%
02/17 12/31 DRUG 取得(13G) JANUS HENDERSON GROUP PLC 1,155,995株(+10,335) 14.900%
02/17 12/31 JBIO 新規(13G) JANUS HENDERSON GROUP PLC 3,063,457株(+新規) 6.200%
02/17 12/31 IMMX 新規(13G) JANUS HENDERSON GROUP PLC 3,921,568株(+新規) 7.400%
02/17 12/31 CTNM 新規(13G) JANUS HENDERSON GROUP PLC 2,448,979株(+新規) 7.900%
02/17 12/31 GKOS 取得(13G) JANUS HENDERSON GROUP PLC 3,018,787株(+1,292,814) 5.300%
02/17 12/31 BBIO 新規(13G) JANUS HENDERSON GROUP PLC 11,000,457株(+新規) 5.700%
02/17 12/31 PTCT 取得(13G) JANUS HENDERSON GROUP PLC 4,851,332株(+2,824,190) 6.000%
02/17 12/31 FDMT 取得(13G) JANUS HENDERSON GROUP PLC 4,635,875株(+2,383,635) 8.100%
02/17 12/31 TRAW 追加(13G) Squadron Capital Management LLC 713,540株(+122,540) 8.900%
02/17 12/31 RLMD 追加(13G) Squadron Capital Management LLC 7,395,510株(+4,097,010) 9.900%
02/17 12/31 NXTC 追加(13G) Squadron Capital Management LLC 271,127株(+97,266) 9.900%
02/17 12/31 LPCN 追加(13G) Squadron Capital Management LLC 530,000株(+30,000) 9.500%
02/17 12/31 KTTA 追加(13G) Squadron Capital Management LLC 2,329,749株(+76,819) 9.900%
02/17 12/31 OVID 新規(13G) ADAR1 Capital Management, LLC 9,284,166株(+新規) 6.900%
02/17 12/31 SPRB 新規(13G) ADAR1 Capital Management, LLC 58,000株(+新規) 5.400%
02/17 12/31 OKUR 新規(13G) ADAR1 Capital Management, LLC 1,014,158株(+新規) 7.900%
02/17 12/31 QNRX 新規(13G) ADAR1 Capital Management, LLC 58,230株(+新規) 6.900%
02/17 12/31 ADGM 新規(13G) ADAR1 Capital Management, LLC 1,205,447株(+新規) 5.700%
02/17 12/31 IKT 追加(13G) ADAR1 Capital Management, LLC 12,692,387株(+4,954,693) 9.900%
02/17 12/31 GRCE 新規(13G) ADAR1 Capital Management, LLC 1,648,791株(+新規) 9.900%
02/17 12/31 KZIA 新規(13G) Ikarian Capital, LLC 580,754株(+新規) 5.100%
02/17 12/31 NXTC 新規(13G) Ikarian Capital, LLC 363,035株(+新規) 9.990%
02/17 12/31 GCTK 新規(13G) Ikarian Capital, LLC 45,830株(+新規) 4.500%
02/17 12/31 CNTB 新規(13G) Ikarian Capital, LLC 4,933,086株(+新規) 8.800%
02/17 12/31 ACOG 追加(13G) Ikarian Capital, LLC 1,056,259株(+88,392) 4.900%
02/17 12/31 PTHS 追加(13G) Ikarian Capital, LLC 255,758株(+69,350) 8.400%
02/17 12/31 TRAW 追加(13G) Ikarian Capital, LLC 812,524株(+223,022) 9.990%
02/17 10/27 ADCT 新規(13G) TCG Crossover GP II, LLC 11,390,175株(+新規) 9.200%
02/17 12/31 EYPT 変更なし(13G) TCG Crossover GP II, LLC 3,572,335株(+0) 4.300%
02/17 12/31 TNGX 追加(13G) TCG Crossover GP II, LLC 13,521,839株(+4,985,643) 9.990%
02/17 12/31 AMLX 追加(13G) TCG Crossover GP II, LLC 6,243,812株(+1,600,000) 5.700%
02/17 12/31 TENX 追加(13G) Perceptive Advisors LLC 569,308株(+130,166) 9.100%
02/17 12/31 PRAX 追加(13G) Perceptive Advisors LLC 1,995,986株(+633,483) 7.200%
02/17 12/31 PALI 追加(13G) Perceptive Advisors LLC 15,200,117株(+2,957,099) 9.990%
02/17 12/31 IRD 追加(13G) Perceptive Advisors LLC 7,174,154株(+2,663,653) 9.990%
02/17 12/31 IKT 追加(13G) Perceptive Advisors LLC 12,816,643株(+6,016,699) 9.990%
02/17 12/31 NVNO 追加(13G) Perceptive Advisors LLC 2,048,515株(+1,995,109) 9.990%
02/17 12/31 CELC 追加(13G) Perceptive Advisors LLC 3,160,200株(+489,603) 6.800%
02/17 12/31 DRUG 追加(13G) Perceptive Advisors LLC 449,290株(+4,641) 4.600%
02/17 12/31 ANRO 追加(13G) Perceptive Advisors LLC 3,249,934株(+1,260,541) 9.990%
02/17 12/31 ACLX 追加(13G) Paradigm BioCapital Advisors LP 5,724,016株(+924,016) 9.900%
02/17 12/31 VOR 変更なし(13G) Paradigm BioCapital Advisors LP 1,750,000株(+0) 4.500%
02/17 12/31 LXEO 追加(13G) Paradigm BioCapital Advisors LP 4,763,198株(+1,091,199) 6.500%
02/17 12/31 EWTX 追加(13G) Paradigm BioCapital Advisors LP 6,541,210株(+1,802,281) 6.200%
02/17 12/31 JBIO 取得(13G) Venrock Healthcare Capital Partners III, L.P. 5,115,862株(+1,895,493) 9.900%
02/17 02/09 GLTO 新規(13G) Venrock Healthcare Capital Partners III, L.P. 3,603,595株(+新規) 6.000%
02/17 12/31 VOR 取得(13G) Venrock Healthcare Capital Partners III, L.P. 2,216,075株(+1,455,376) 9.900%
02/17 12/31 TENX 取得(13G) Venrock Healthcare Capital Partners III, L.P. 692,959株(+139,989) 9.900%
02/17 12/31 SVRA 取得(13G) Venrock Healthcare Capital Partners III, L.P. 20,881,288株(+8,200,245) 9.900%
02/17 12/31 CBIO 新規(13G) Venrock Healthcare Capital Partners III, L.P. 2,666,064株(+新規) 9.500%
02/17 12/31 CASI 取得(13G) Venrock Healthcare Capital Partners III, L.P. 1,987,259株(+480,219) 9.200%
02/17 12/16 JBIO 新規(13G) Bellevue Group AG 3,341,103株(+新規) 6.800%
02/13 02/09 SGP 新規(13D) New Enterprise Associates 17, L.P. 7,393,823株(+新規) 22.200%
02/13 02/09 SGP 新規(13D) Gilde Healthcare Holding B.V. 2,187,513株(+新規) 6.570%
02/13 02/06 SGP 新規(13G) Sands Capital Life Sciences Pulse Fund III (DE), L.P. 2,500,012株(+新規) 7.800%
02/13 12/31 ZURA 買増(13G) SUVRETTA CAPITAL MANAGEMENT, LLC 5,567,001株(+706,062) 8.600%
02/13 12/31 IFRX 買増(13G) SUVRETTA CAPITAL MANAGEMENT, LLC 7,933,910株(+2,200,000) 11.700%
02/13 12/31 BHVN 買増(13G) SUVRETTA CAPITAL MANAGEMENT, LLC 10,286,937株(+5,714,101) 7.800%
02/13 12/31 CAMP 買増(13G) Vivo Capital Fund VIII, L.P. 3,856,991株(+295,198) 7.400%
02/13 01/31 TERN 新規(13G) Vivo Capital Fund VIII, L.P. 2,700,615株(+新規) 2.500%
02/13 12/31 TNGX 買増(13G) Invus Public Equities, L.P. 8,165,374株(+2,282,186) 6.100%
02/13 12/31 RANI 新規(13G) AWM Investment Company Inc. 9,745,343株(+新規) 9.900%
02/12 11/13 RANI 新規(13G) SymBiosis Capital Partners, LLC 6,300,000株(+新規) 6.500%
02/12 12/31 TENX 新規(13G) MORGAN STANLEY 596,376株(+新規) 9.600%
02/12 12/31 XLO 買増(13G) GILEAD SCIENCES INC. 14,517,678株(+3,903,734) 19.900%
02/12 02/05 BCAX 新規(13G) Deep Track Capital, LP 2,750,000株(+新規) 5.020%
02/12 12/31 BCRX 買増(13G) Deerfield Mgmt, L.P. 14,341,000株(+2,172,000) 6.810%
02/12 12/31 CATX 新規(13G) MORGAN STANLEY 4,461,893株(+新規) 6.000%
02/12 12/31 TNGX 買増(13G) Adage Capital Management, L.P. 10,607,924株(+8,096,924) 7.880%
02/12 12/31 KPTI 新規(13G) Adage Capital Management, L.P. 436,736株(+新規) 2.380%
02/12 12/31 LRMR 買増(13G) Blue Owl Capital Holdings LP 8,464,663株(+4,297,834) 9.990%
02/11 02/09 PHGE 新規(13D) James E. Flynn 989,056株(+新規) 9.990%
02/11 02/05 MANE 新規(13D) SUVRETTA CAPITAL MANAGEMENT, LLC 4,168,991株(+新規) 11.900%
02/11 02/05 MANE 新規(13D) SR One Capital Management, LLC 2,401,868株(+新規) 6.400%
02/11 02/04 ANL 新規(13G) Venrock Healthcare Capital Partners III, L.P. 9,638,193株(+新規) 6.100%
02/11 12/31 QNRX 増加(13G) Integrated Core Strategies (US) LLC 2,618,595株(+717,010) 4.600%
02/10 02/09 SGP 新規(13D) Vensana Capital I GP, LLC 3,312,141株(+新規) 9.900%
02/10 02/06 INCY 増加(13D) Baker Bros. Advisors LP 31,213,417株(+3,521) 15.700%
02/10 02/05 OCUL 増加(13G) Deep Track Capital, LP 11,234,132株(+2,000,000) 5.130%
02/10 02/04 KPTI 新規(13G) Integrated Core Strategies (US) LLC 1,008,662株(+新規) 5.500%
02/10 12/31 PALI 新規(13G) Octagon Capital Advisors LP 9,567,898株(+新規) 6.400%
02/10 12/31 DTIL 新規(13G) Octagon Capital Advisors LP 2,328,485株(+新規) 9.990%
02/10 02/04 KPTI 新規(13G) Integrated Core Strategies (US) LLC 1,008,662株(+新規) 5.500%
02/09 02/02 PLRX 増加(13G) Citadel Advisors LLC 3,042,133株(+4,438) 5.000%
02/09 02/02 ALXO 新規(13G) RA Capital Management, L.P. 13,117,106株(+新規) 9.900%
02/09 02/02 CATX 増加(13G) Commodore Capital LP 8,589,753株(+256.41%) 9.900%
02/09 12/31 BCRX 買増(13G) STATE STREET CORP 11,073,211株(+2,223,623) 5.300%
02/06 02/05 IOBT 新規(13G) Point72 Asset Management, L.P. 4,027,112株(+新規) 5.600%
02/06 02/03 CATX 新規(13G) TCG Crossover GP II, LLC 7,915,567株(+新規) 6.900%
02/06 01/30 ALXO 新規(13G) TCG Crossover GP II, LLC 13,011,849株(+新規) 9.900%
02/06 01/30 BHVN 増加(13G) Janus Henderson Group plc 10,031,346株(+148.13%) 12.700%
02/06 01/30 PMN 新規(13G) Deep Track Capital, LP 902,561株(+新規) 9.990%
02/05 02/04 CATX 新規(13G) Qatar Investment Authority 7,073,308株(+新規) 6.200%
02/05 02/03 PMN 新規(13D) ABG Management Ltd. 1,644,397株(+新規) 17.000%
02/05 12/31 BCAX 買増(13G) FMR LLC 3,347,223株(+591,006) 6.100%
02/05 12/31 PMN 増加(13G) Sphera Funds Management Ltd. 55,814株(+44.69%) 7.780%
02/04 02/02 ALXO 新規(13D) venBio Global Strategic Fund, L.P. 13,163,549株(+新規) 10.000%
02/03 02/02 CNTX 新規(13G) Soleus Capital Master Fund, L.P. 4,776,398株(+新規) 5.200%
02/03 01/28 AVTX 新規(13G) Integrated Core Strategies (US) LLC 905,798株(+新規) 4.900%
02/02 01/29 PMN 増加(13D) ABG Management Ltd. 5,827,589株(+2400.00%) 11.300%
02/02 01/29 QNRX 買い増し(13G) Stonepine Capital Management, LLC 3,271,100株(+240,174) 10.600%
02/02 01/29 LXRX 新規(13D) Invus Global Management, LLC 154,734,327株(+新規) 36.200%
02/02 01/26 HLXC 新規(13G) RA Capital Management, L.P. 1,250,000株(+新規) 7.000%
02/02 01/26 SRZN 新規(13G) TCG Crossover GP II, LLC 1,274,010株(+新規) 11.400%
01/30 12/31 LXEO 新規(13G) The Vanguard Group 3,894,310株(+新規) 5.330%
01/30 12/31 KRRO 新規(13G) The Vanguard Group 489,639株(+新規) 5.190%
01/30 12/31 LXEO 新規(13G) The Vanguard Group 3,894,310株(+新規) 5.330%
01/30 01/23 PLRX 増加(13G) Citadel Advisors LLC 3,037,695株(+45,780株 / +1.53%) 4.900%
01/30 01/23 IVA 新規(13G) Deep Track Capital, LP 11,668,983株(+新規) 6.070%
01/30 12/31 KRRO 新規(13G) The Vanguard Group 489,639株(+新規) 5.190%
01/30 12/31 RZLT 新規(13G) The Vanguard Group 4,788,511株(+新規) 5.160%
01/29 01/22 NXTC 買い増し(13G) Affinity Asset Advisors, LLC 348,607株(+156,725 / +81.68%) 9.990%
01/29 01/22 KPTI 買い増し(13G) Affinity Asset Advisors, LLC 1,713,092株(+1,048,868 / +157.91%) 8.600%
01/29 01/22 IBIO 買い増し(13G) Affinity Asset Advisors, LLC 2,401,616株(+220,196 / +10.09%) 9.990%
01/29 01/22 VTYX 買い増し(13G) Affinity Asset Advisors, LLC 6,465,041株(+2,407,936 / +59.35%) 9.000%
01/29 01/22 STRO 新規(13G) Affinity Asset Advisors, LLC 748,382株(+新規) 8.800%
01/29 01/22 LXEO 買い増し(13G) Affinity Asset Advisors, LLC 5,217,660株(+965,655 / +22.71%) 7.100%
01/29 01/22 AVTX 買い増し(13G) Affinity Asset Advisors, LLC 1,051,054株(+44,837 / +4.46%) 5.700%
01/29 12/31 PALI 新規(13G) Franklin Resources Inc. 9,163,990株(+新規) 6.000%
01/29 12/31 CTNM 買い増し(13G) Franklin Resources Inc. 1,879,367株(+223,819) 6.200%
01/28 12/31 QNRX 新規(13G) Aberdeen Group plc 75,000株(+新規) 8.940%
01/27 01/21 ENGN 新規(13G) Invus Public Equities, L.P. 4,244,559株(+新規) 6.300%
01/27 12/31 DTIL 新規(13G) Aberdeen Group plc 2,138,603株(+新規) 8.880%
01/26 01/16 CAPR 新規(13G) Tang Capital Management, LLC 3,399,900株(+新規) 6.600%
01/26 01/16 VYGR 新規(13G) Integrated Core Strategies (US) LLC 3,407,969株(+新規) 6.100%
01/23 01/22 PGEN 新規(13G) Point72 Asset Management, L.P. 18,383,242株(+新規) 5.200%
01/23 01/16 UNCY 新規(13G) Integrated Core Strategies (US) LLC 1,172,667株(+新規) 5.500%
01/23 01/15 BCTX 新規(13G) Citadel Advisors LLC 717,198株(+新規) 9.990%
01/22 01/20 SRZN 増加(13D) The Column Group III GP, LP 3,824,612株(+417,207) 35.100%
01/22 01/15 IBIO 新規(13G) Integrated Core Strategies (US) LLC 1,235,827株(+新規) 5.200%
01/22 01/14 PLRX 新規(13G) Citadel Advisors LLC 2,991,915株(+新規) 4.900%
01/22 01/14 SABS 新規(13G) Perceptive Advisors LLC 3,471,861株(+新規) 7.300%
01/22 12/31 DTIL 新規(13G) Empery Asset Management, LP 2,297,781株(+新規) 9.990%
01/21 12/31 CMPX 増加(13G) BlackRock Inc. 9,271,644株(+2,872,656) 5.200%
01/20 01/12 FBRX 新規(13G) Point72 Asset Management, L.P. 792,976株(+新規) 6.300%
01/20 01/12 AKTSQ 新規(13D) MPM Bioventures 2018, L.P. 10,260,064株(+新規) 19.300%
01/20 01/12 AKTS 新規(13D) EcoR1 Capital, LLC 4,862,335株(+新規) 9.100%
01/16 01/14 TRAW 新規(13G) Chernett Jorey 543,268株(+新規) 6.800%
01/16 01/09 IPSC 新規(13G) RA Capital Management, L.P. 17,944,649株(+新規) 9.900%
01/16 01/09 IPSC 追加(13G) Venrock Healthcare Capital Partners III, L.P. 9,086,292株(+増加) 7.100%
01/16 01/09 IPSC 新規(13G) Commodore Capital LP 13,043,478株(+新規) 7.100%
01/16 12/31 CRBP 新規(13G) Aberdeen Group plc 1,321,750株(+新規) 7.530%
01/15 01/12 AKTSQ 新規(13D) Eli Lilly and Company 6,344,114株(+新規) 11.900%
01/15 01/09 IPSC 新規(13G) TCG Crossover GP II, LLC 17,754,430株(+新規) 9.900%
01/15 01/08 IPSC 新規(13G) Deep Track Capital, LP 13,486,400株(+新規) 7.340%
01/14 01/12 AKTS 新規(13D) VV Manager II LLC 5,831,315株(+新規) 10.900%
01/14 01/07 ERAS 新規(13G) Paradigm BioCapital Advisors LP 15,159,095株(+新規) 5.300%
01/14 01/12 DBVT 増加(13D) Baker Bros. Advisors LP 2,096,527株(増加) 9.990%
01/13 01/09 ALMS 追加取得(13D) Samsara BioCapital, L.P. 6,345,219株(+1,210,228/+23.57%) 5.400%
01/13 01/05 KALV 追加取得(13G) Point72 Asset Management, L.P. 2,781,902株(+258,409/+10.24%) 5.500%
01/12 01/08 ALMS 増加(13D) Foresite Capital Fund VI LP 991,850株(+6.53%) 14.100%
01/12 01/05 KALV 新規(13G) Point72 Asset Management, L.P. 2,523,493株(+新規) 4.900%
01/09 01/02 MREO 新規(13G) EcoR1 Capital, LLC 74,500,000株(+新規) 9.400%
01/08 01/06 LONA (ATHA) 増加(13G) ACORN BIOVENTURES, L.P. 94,329株(増加) 6.200%
01/08 12/31 DBVT 買い増し(13G) Janus Henderson Group PLC 20,469,392株(+15,196,860) 8.800%
01/08 12/31 CAMP 新規(13G) Janus Henderson Group PLC 6,307,636株(+新規) 12.200%
01/08 12/31 OVID 新規(13G) Federated Hermes, Inc. 7,737,166株(+新規) 5.940%
01/07 12/30 IRON 新規(13G) RA Capital Management, L.P. 2,228,924株(+新規) 5.900%
01/06 12/29 MREO 新規(13G) 683 Capital Management, LLC 65,083,815株(+新規) 8.180%
01/05 12/23 KRRO 新規(13G) Lynx1 Capital Management LP 733,633株(+新規) 7.800%
01/05 01/02 OVID 新規(13G) Point72 Asset Management, L.P. 6,727,209株(+新規) 5.100%
01/05 12/23 IPSC 新規(13G) Point72 Asset Management, L.P. 4,725,639株(+新規) 5.400%