バイオファンド・ヘルスケアファンドの 13D/13G 報告書

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。

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
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 12/10 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%
12/31 12/29 TNXP 新規(13G) Point72 Asset Management, L.P. 1,235,058株(+新規) 9.200%
12/31 12/23 NERV 新規(13G) Vivo Opportunity Fund Holdings, L.P. 8,591,572株(+新規) 9.990%
12/30 12/23 NERV 変更なし(13D) Boehringer AG 0株(変更なし) 3.400%
12/30 12/23 KALV 増加(13G) Millennium Management LLC 432,689株(+17.10%) 5.900%
12/29 12/22 NERV 新規(13G) Farallon Capital Partners, L.P. 4,539,854株(+新規) 9.990%
12/29 12/22 NERV 増加(13G) FEDERATED HERMES INC. 8,041,000株(+595.07%) 19.860%
12/23 12/23 ATHA 増加(13D) Perceptive Advisors LLC 1,319,026株(+239.81%) 20.100%
12/23 12/22 ATHA 新規(13G) ACORN BIOVENTURES, L.P. 501,739株(+新規) 5.200%
12/23 12/22 TRIB 増加(13D) Perceptive Advisors LLC 1,398,058,251株(+1386.96%) 9.900%
12/23 12/18 TENX 新規(13G) Perceptive Advisors LLC 439,142株(+新規) 7.000%
12/23 12/18 VOR 増加(13D) ForGrowth III PA B.V. 3,237,714株(+46.25%) 9.990%
12/23 12/18 LPCN 新規(13G) Squadron Master Fund LP 500,000株(+新規) 9.000%
12/22 12/18 ATHA 新規(13D) Perceptive Advisors LLC 550,024株(+新規) 13.900%
12/22 12/22 KLRS 増加(13D) Samsara BioCapital, L.P. 1,505,500株(+13.15%) 56.500%
12/22 12/18 IMNM 新規(13D) Enavate Sciences GP, LLC 4,768,583株(+新規) 4.300%
12/19 12/18 KOD 増加(13D) Baker Bros. Advisors LP 20,067,542株(+2,713,696) 32.800%
12/19 12/18 VOR 新規(13G) Frazier Life Sciences Public Fund, L.P. 2,258,001株(+新規) 5.800%
12/19 12/12 RZLT 新規(13G) Opaleye Management Inc. 4,912,900株(+新規) 5.300%
12/19 12/12 IBIO 新規(13G) Logos Global Management LP 2,000,000株(+新規) 8.900%
12/18 12/18 VOR 増加(13D) RA Capital Management, L.P. 5,411,521株(+3,066,244) 14.000%
12/18 12/11 OVID 新規(13G) RA Capital Management, L.P. 13,259,735株(+新規) 9.900%
12/18 12/11 OVID 新規(13G) Affinity Asset Advisors, LLC 12,149,166株(+新規) 9.000%
12/18 12/11 RZLT 新規(13G) RA Capital Management, L.P. 15,302,186株(+新規) 9.900%
12/17 12/10 VOR 新規(13G) Great Point Partners, LLC 1,234,486株(+新規) 5.630%
12/17 12/10 IBIO 新規(13G) EcoR1 Capital, LLC 2,228,000株(+新規) 9.900%
12/16 12/09 IBIO 新規(13G) Frazier Life Sciences Public Fund, L.P. 1,953,467株(+新規) 8.700%
12/16 12/10 QNRX 新規(13G) Stonepine Capital Management, LLC 3,030,926株(+新規) 9.900%
12/15 11/30 QNRX 新規(13G) Ikarian Capital, LLC 211,538株(+新規) 25.200%
12/11 12/09 KYMR 買い増し(13D) Baker Bros. Advisors LP 8,676,797株(+2,010,257) 10.900%
12/11 12/08 CBIO 新規(13G) ForGrowth III PA B.V. 1,677,852株(+新規) 6.100%
12/11 12/04 XLO 新規(13G) Coastlands Capital LP 5,346,069株(+新規) 9.990%
12/10 12/03 BLTE 新規(13G) Darwin Global Management, Ltd. 2,617,094株(+新規) 7.000%
12/08 11/28 KTTA 新規(13G) JANUS HENDERSON GROUP PLC(JHG) 10,229,652株(+新規) 9.990%
12/08 11/28 TENX 買い増し(13G) Janus Henderson Group PLC 623,733株(+457,067) 9.990%
12/08 11/28 KTTA 新規(13G) Janus Henderson Group PLC 10,229,652株(+新規) 9.990%
12/08 11/28 PALI 新規(13G) Janus Henderson Group PLC 14,885,421株(+新規) 9.990%
12/08 11/28 PTN 新規(13G) Janus Henderson Group PLC 170,097株(+新規) 9.990%
12/08 11/28 OVID 新規(13G) Janus Henderson Group PLC 7,114,114株(+新規) 9.990%
12/08 11/28 OCGN 新規(13G) Janus Henderson Group PLC 20,000,000株(+新規) 6.000%
12/08 11/28 LXEO 買い増し(13G) Janus Henderson Group PLC 7,291,434株(+1,185,907) 9.990%
12/08 11/28 INO 買い増し(13G) Janus Henderson Group PLC 6,666,295株(+3,400,035) 9.990%
12/08 11/28 IMUX 買い増し(13G) Janus Henderson Group PLC 12,016,444株(+9,327,362) 9.990%
12/08 11/28 EQ 新規(13G) Janus Henderson Group PLC 6,083,239株(+新規) 9.990%
12/08 11/28 DBVT 新規(13G) Janus Henderson Group PLC 20,469,392株(+新規) 9.500%
12/08 11/28 BMEA 買い増し(13G) Janus Henderson Group PLC 3,750,000株(+2,031,755) 5.000%
12/08 11/28 BNTC 買い増し(13G) Janus Henderson Group PLC 3,382,836株(+480,042) 9.990%
12/08 11/28 ASMB 新規(13G) Janus Henderson Group PLC 1,341,508株(+新規) 8.200%
12/05 11/28 MIRM 買い増し(13G) Janus Henderson Group PLC 5,445,039株(+447,453) 10.600%
12/05 12/01 KTTA 新規(13G) Vivo Opportunity Fund Holdings, L.P. 17,560,467株(+新規) 9.990%
12/05 11/28 KTTA 新規(13G) Squadron Master Fund LP 2,252,930株(+新規) 9.900%
12/03 11/07 BNTC 新規(13G) RA Capital Management, L.P. 1,850,000株(+新規) 5.500%
12/03 11/28 XNCR 買い増し(13G) The Vanguard Group 7,169,547株(+65,789) 10.030%
12/03 11/25 VRCA 新規(13G) Affinity Asset Advisors, LLC 884,172株(+新規) 5.470%
12/01 11/21 CRMD 新規(13G) Deep Track Capital, LP 4,955,487株(+新規) 6.290%
11/28 11/25 VRCA 新規(13D) Paul B Manning 8,056,031株(+新規) 49.900%
11/26 11/26 VTYX 新規(13D) Raju Mohan 4,382,360株(+新規) 6.000%
11/24 11/23 VRCA 新規(13D) Caligan Partners LP 6,503,054株(+新規) 9.990%
11/24 11/18 ALMS 追加(13D) Samsara BioCapital, L.P. 5,134,991株(+367,081 / +7.70%) 5.300%
11/21 11/14 VSTM 新規(13G) Deep Track Capital, LP 7,719,390株(+新規) 9.990%
11/21 11/14 ACRV 追加(13G) Citadel Advisors LLC 1,721,867株(+180,502 / +11.71%) 5.500%
11/20 11/13 LXEO 新規(13G) Paradigm BioCapital Advisors LP
11/18 11/11 VOR 新規(13G) Paradigm BioCapital Advisors LP 1,750,000株(+新規) 8.600%
11/18 11/11 ENGN 追加(13G) Deep Track Capital, LP 4,317,332株(+2,077,979 / +92.79%) 6.690%
11/18 11/11 ENGN 新規(13G) Perceptive Advisors LLC 6,770,605株(+新規) 9.990%
11/17 11/10 AMLX 新規(13G) Commodore Capital LP 5,650,000株(+新規) 5.100%
11/17 11/07 EVMN 新規(13D) RA Capital Management, L.P. 3,458,770株(+新規) 11.000%
11/14 11/06 PTN 新規(13G) Logos Global Management LP 142,292株(+新規) 9.900%
11/14 09/30 XNCR 新規(13G) RTW INVESTMENTS LP 6,221,054株(+新規) 8.700%
11/14 09/30 REPL 新規(13G) RTW INVESTMENTS LP 6,395,732株(+新規) 8.200%
11/14 09/30 MIST 追加(13G) RTW INVESTMENTS LP 9,155,168株(+3,514,575) 9.900%
11/14 09/30 IMTX 追加(13G) RTW INVESTMENTS LP 8,815,617株(+2,275,077) 7.300%
11/14 09/30 AQST 新規(13G) RTW INVESTMENTS LP 6,250,000株(+新規) 5.200%
11/14 09/30 ALEC 新規(13G) RTW INVESTMENTS LP 6,990,806株(+新規) 6.900%
11/14 09/30 CNTA 新規(13G) Avoro Capital Advisors LLC 10,808,080株(+新規) 8.060%
11/14 09/30 GPCR 新規(13G) Avoro Capital Advisors LLC 16,216,665株(+新規) 9.380%
11/14 11/12 VOR 追加(13D) RA CAPITAL MANAGEMENT L.P. 2,345,277株(+1,534,606) 9.900%
11/14 09/30 UNCY 新規(13G) RA CAPITAL MANAGEMENT L.P. 1,960,230株(+新規) 9.900%
11/14 09/30 TSHA 追加(13G) RA CAPITAL MANAGEMENT L.P. 27,662,481株(+2,316,493) 9.900%
11/14 09/30 TENX 新規(13G) Vestal Point Capital, LP 2,470,096株(+新規) 9.900%
11/14 09/30 IBIO 新規(13G) Vestal Point Capital, LP 4,275,000株(+新規) 9.900%
11/14 09/30 ATXS 追加(13G) Vestal Point Capital, LP 4,956,000株(+956,000) 8.800%
11/14 09/30 LXEO 追加(13G) Vestal Point Capital, LP 4,117,302株(+889,141) 7.500%
11/14 09/30 INSM 追加(13G) Darwin Global Management Ltd. 20,457,445株(+5,059,470) 9.700%
11/14 09/30 TRAW 追加(13G) PERCEPTIVE ADVISORS LLC 886,887株(+341,690) 9.990%
11/14 09/30 URGN 追加(13G) Paradigm BioCapital Advisors LP 4,216,084株(+1,884,018) 9.000%
11/14 09/30 URGN 新規(13G) TORONTO DOMINION BANK 3,190,510株(+新規) 6.900%
11/14 09/30 TYRA 追加(13G) Commodore Capital LP 3,375,000株(+625,000) 6.300%
11/14 09/30 COGT 追加(13G) Commodore Capital LP 10,208,060株(+3,800,000) 7.200%
11/14 09/30 TERN 追加(13G) Commodore Capital LP 5,700,000株(+1,050,000) 6.500%
11/14 09/30 IBIO 新規(13G) Cormorant Asset Management, LP 2,248,010株(+新規) 9.990%
11/14 09/30 CABA 追加(13G) Cormorant Asset Management, LP 9,591,983株(+4,591,983) 9.990%
11/14 09/30 RAPP 追加(13G) Cormorant Asset Management, LP 3,192,521株(+251,600) 6.700%
11/14 09/30 IVVD 追加(13G) Point72 Asset Management L.P. 20,372,479株(+3,642,012) 9.700%
11/14 09/30 CYBN 追加(13G) Point72 Asset Management L.P. 6,410,778株(+4,804,461) 9.900%
11/14 09/30 AVTX 追加(13G) Point72 Asset Management L.P. 1,053,983株(+465,351) 8.000%
11/14 09/30 XLO 追加(13G) Point72 Asset Management L.P. 8,000,000株(+4,000,000) 9.900%
11/14 09/30 NGNE 追加(13G) EcoR1 Capital, LLC 1,442,902株(+160,734) 9.900%
11/14 09/30 ATRA 追加(13G) EcoR1 Capital, LLC 715,853株(+222,390) 9.900%
11/14 09/30 IVVD 追加(13G) JANUS HENDERSON GROUP PLC 25,383,077株(+1,111,318) 12.100%
11/14 09/30 COGT 追加(13G) TCG Crossover GP I, LLC 6,798,162株(+1,167,120) 4.800%
11/14 09/30 ABVX 追加(13G) TCG Crossover GP I, LLC 7,111,596株(+1,055,000) 9.100%
11/13 09/30 PVLA 追加(13G) SUVRETTA CAPITAL MANAGEMENT, LLC 822,400株(+107,937) 7.400%
11/13 11/12 GLTO 新規(13G) Point72 Asset Management, L.P. 100,001株(+新規) 6.300%
11/13 11/12 PTN 新規(13G) Point72 Asset Management, L.P. 2,307,000株(+新規) 9.900%
11/13 11/11 ALUR 追加(13D) RTW INVESTMENTS LP 5,891,430株(+1,856,288) 48.100%
11/13 11/11 WVE 追加(13D) RA Capital Management, L.P. 25,453,010株(+38,845) 14.600%
11/13 11/07 CERT 新規(13G) Deerfield Mgmt, L.P. 10,011,000株(+新規) 6.290%
11/13 11/06 INSP 新規(13G) Deerfield Mgmt, L.P. 1,476,303株(+新規) 5.080%
11/13 09/30 AHCO 追加(13G) Deerfield Mgmt, L.P. 23,863,685株(+105,292) 8.480%
11/13 09/30 BBOT 新規(13G) Adage Capital Management, L.P. 1,487,621株(+新規) 1.880%
11/13 09/30 IBIO 新規(13G) Adage Capital Management, L.P. 2,181,422株(+新規) 9.990%
11/13 09/30 INO 新規(13G) Adage Capital Management, L.P. 5,517,650株(+新規) 9.990%
11/13 09/30 MIST 新規(13G) Adage Capital Management, L.P. 8,659,064株(+新規) 9.990%
11/13 09/30 MNRO 新規(13G) Adage Capital Management, L.P. 2,222,000株(+新規) 7.410%
11/12 11/05 MLTX 新規(13G) Deep Track Capital, LP 4,610,071株(+新規) 6.460%
11/12 11/04 BCRX 新規(13G) RA Capital Management, L.P. 15,302,186株(+新規) 7.300%
11/12 09/30 VTVT 追加(13G) Invus Public Equities, L.P. 393,098株(+45,015 / +12.93%) 9.400%
11/12 11/04 CRBP 新規(13G) Citadel Advisors LLC 980,610株(+新規) 5.300%
11/10 11/06 MBX 追加(13D) New Enterprise Associates 17, L.P. 3,619,474株(+4,988 / +0.14%) 8.100%
11/10 11/07 BNTC 追加(13D) Suvretta Capital Management, LLC 17,761,945株(+2,138,286 / +13.69%) 44.100%
11/10 11/06 LYRA 新規(13D) Perceptive Advisors LLC 184,760株(+新規) 11.200%
11/10 11/04 KALV 新規(13G) Millennium Management LLC 2,531,010株(+新規) 5.000%
11/07 10/31 CAMP 追加(13G) FMR LLC 3,145,663株(+122,229 / +4.04%) 6.700%
11/07 11/05 ALUR 追加(13D) RTW Investments, LP 4,035,142株(+1,492,539 / +58.70%) 43.600%
11/07 10/31 JANX 追加(13G) JANUS HENDERSON GROUP PLC (JHG) 6,033,949株(+1,573,617 / +35.28%) 10.000%
11/07 10/31 ENTA 新規(13G) JANUS HENDERSON GROUP PLC (JHG) 3,494,068株(+新規) 12.100%
11/07 10/31 KPTI 追加(13G) T. Rowe Price Investment Management, Inc. 2,304,242株(+1,575,476 / +216.18%) 13.800%
11/07 10/31 IMNM 追加(13G) T. Rowe Price Investment Management, Inc. 10,644,674株(+4,882,661 / +84.74%) 12.200%
11/07 10/31 EQBK 追加(13G) T. Rowe Price Investment Management, Inc. 1,967,849株(+593,232 / +43.16%) 10.200%
11/07 10/31 CABA 追加(13G) T. Rowe Price Investment Management, Inc. 10,360,326株(+1,997,837 / +23.89%) 11.300%
11/07 09/30 CABA 追加(13G) T. Rowe Price Investment Management, Inc. 8,362,489株(+4,688,765 / +127.63%) 9.100%
11/07 10/31 LENZ 新規(13G) FMR LLC 4,278,244株(+新規) 15.000%
11/07 10/31 XFOR 新規(13G) FMR LLC 8,499,100株(+新規) 14.800%
11/07 10/31 CTMX 追加(13G) FMR LLC 20,519,967株(+5,123,767 / +33.28%) 12.400%
11/07 10/31 CAMP 追加(13G) FMR LLC 3,145,663株(+122,229 / +4.04%) 6.700%
11/07 10/31 VOR 新規(13G) FMR LLC 788,447株(+新規) 11.500%
11/07 11/05 LENZ 追加(13D) RA Capital Management, L.P. 4,265,106株(+4,500 / +0.11%) 13.600%
11/06 09/30 LRMR 追加(13G) Millennium Management LLC 4,966,831株(+1,403,229 / +39.38%) 5.800%
11/05 09/30 QURE 追加(13G) FMR LLC 6,059,574株(+6,010,792 / +12321.74%) 9.800%
11/05 09/30 CTMX 追加(13G) FMR LLC 15,396,200株(+6,157,332 / +66.65%) 9.300%
11/05 09/30 TENX 追加(13G) Integrated Core Strategies (US) LLC 313,712株(+80,096 / +34.29%) 6.900%
11/05 09/30 AVBP 追加(13G) FMR LLC 3,407,549株(+1,287,854 / +60.76%) 8.400%
11/05 10/30 SVRA 新規(13G) Deerfield Mgmt, L.P. 13,569,000株(+新規) 6.740%
11/04 11/01 KALV 追加(13D) Frazier Life Sciences Public Fund, L.P. 3,466,521株(+1,066,245 / +44.42%) 6.900%
11/04 10/28 MPLT 新規(13D) Novo Holdings A/S 3,686,622株(+新規) 8.400%
11/04 10/31 NLSP 新規(13G) BIOTECHNOLOGY VALUE FUND L P 28,732株(+新規) 0.600%
11/04 10/28 CYBN 追加(13G) Deep Track Capital, LP 3,072,250株(+2,072,250 / +207.22%) 6.090%
11/03 10/27 XFOR 新規(13G) Perceptive Advisors LLC 6,064,680株(+新規) 7.600%
10/31 09/30 SLNO 新規(13G) The Vanguard Group 2,807,149株(+新規) 5.280%
10/31 10/27 NEUP 新規(13G) Baselake Partners, LP 222,222株(+新規) 9.400%
10/31 10/24 NEUP 新規(13G) Shay Capital LLC 171,629株(+新規) 7.300%
10/30 09/30 AVBP 新規(13G) The Vanguard Group 2,029,531株(+新規) 5.000%
10/30 10/23 RANI 新規(13G) RA Capital Management, L.P. 9,882,477株(新規) 9.900%
10/30 10/23 RANI 新規(13D) Samsara BioCapital, L.P. 9,882,477株(新規) 9.900%
10/29 10/22 CMPX 新規(13G) BIOTECHNOLOGY VALUE FUND L P 8,750,000株(+新規) 5.100%
10/29 09/30 CYBN 新規(13G) Deep Track Capital, LP 1,000,000株(新規) 3.970%
10/29 10/22 TENX 新規(13G) Point72 Asset Management, L.P. 339,633株(新規) 7.400%
10/29 10/27 GLPG 追加(13G) TANG CAPITAL MANAGEMENT, LLC 5,559,674株(+649,149 / +13.22%) 8.400%
10/27 10/20 LXEO 新規(13G) RA Capital Management, L.P. 5,000,000株(新規) 6.900%
10/27 10/20 ANRO 新規(13G) Commodore Capital LP 3,190,267株(新規) 9.800%
10/27 10/23 RANI 追加(13D) InCube Labs, L.L.C. 27,093,552株(+4,682,428 / +20.89%) 22.100%
10/24 10/23 TRIB 追加(13D) Perceptive Advisors LLC 100,800,000株(+増加) 22.500%
10/24 10/21 NXTC 新規(13G) Squadron Master Fund LP 173,861株(新規) 6.500%
10/24 10/17 CCCC 新規(13G) RA Capital Management, L.P. 9,441,256株(新規) 9.900%
10/24 10/17 CCCC 新規(13G) Bain Capital Life Sciences Fund II, L.P. 6,060,000株(新規) 6.250%
10/24 10/17 IMCR 新規(13G) TANG CAPITAL MANAGEMENT, LLC 2,605,608株(新規) 5.200%
10/23 10/16 VSTM 新規(13G) Foresite Capital Fund VI LP 3,135,120株(新規) 5.100%
10/23 10/21 NEUP 新規(13D) Lynx1 Capital Management LP 875,328株(新規) 37.100%
10/23 10/16 STRO 新規(13G) Affinity Healthcare Fund, LP 6,583,772株(新規) 7.770%
10/23 10/16 RANI 新規(13G) Invus Public Equities, L.P. 9,825,911株(新規) 9.990%
10/22 10/15 IVVD 新規(13G) BIOTECHNOLOGY VALUE FUND L P 16,000,000株(新規) 7.400%
10/22 10/20 RANI 新規(13D) South Cone Investments Limited Partnership 2,379,194株(新規) 4.900%
10/22 10/15 KROS 新規(13G) TANG CAPITAL MANAGEMENT, LLC 2,418,984株(新規) 7.900%
10/21 09/30 XFOR 追加(13G) Empery Asset Management, LP 2,498,162株(+増加) 9.990%
10/21 9/30 IMRX 新規(13G) Empery Asset Management, LP 5,188,755株(新規) 8.830%
10/20 10/13 FDMT 新規(13G) Novo Holdings A/S 3,175,000株(新規) 6.800%
10/20 10/17 CCCC 買い増し(13G) Point72 Asset Management, L.P. 22,647,647株(+21,333,900) 9.900%
10/17 10/09 XNCR 新規(13G) BIOTECHNOLOGY VALUE FUND L P 4,619,341株(新規) 6.500%
10/17 09/30 AVBP 追加(13G) BlackRock Inc. 2,007,338株(+75,919 / +3.93%) 4.900%
10/17 10/10 GLUE 新規(13G) TCG Crossover GP II, LLC 4,427,705株(新規) 7.200%
10/17 09/30 JBIO 買い増し(13G) BlackRock Inc. 2,150,203株(+435,865株/+25.42%) 6.600%
10/17 10/10 KPTI 新規(13G) Opaleye Management Inc. 1,569,002株(新規) 9.480%
10/17 09/30 LBRX 新規(13G) BlackRock Portfolio Management LLC 975,000株(新規) 5.900%
10/17 10/15 SYRE 買い増し(13D) Fairmount Funds Management LLC 8,106,882株(+3,598,303株/+79.81%) 9.990%
10/17 09/30 LXEO 追加(13G) BlackRock Inc. 2,168,444株(+増加) 4.000%
10/17 09/30 ORKA 追加(13G) BlackRock Inc. 2,197,517株(+増加) 4.500%
10/16 10/09 SPRBD 新規(13G) Citadel Advisors LLC 109,649株(新規) 9.99%
10/16 10/08 JBIO 増加(13G) RA Capital Management, L.P. 3,214,969株(+1,890,015株/+142.65%) 7.00%
10/15 10/08 AVBP 新規(13G) HBM Healthcare Investments (Cayman) Ltd. 2,195,014株(新規) 5.400%
10/15 10/08 SPRBD 新規(13G) Squadron Master Fund LP 70,000株(新規) 6.60%
10/14 10/10 IVVD 新規(13G) Soleus Private Equity Fund III, L.P. 10,850,000株(新規) 5.10%
10/14 10/06 TVTX 増加(13G) Perceptive Advisors LLC 4,895,615株(+3,050,060株/+165.27%) 5.50%
10/10 10/08 CGEM 追加(13G) Lynx1 Capital Management LP 8,549,084株(+増加) 14.500%
10/10 10/8 ACET 増加(13D) ORBIMED ADVISORS LLC 14,772,598株(+5,000,000株/+51.16%) 9.60%
10/10 10/3 ANRO 新規(13G) Perceptive Advisors LLC 1,989,393株(+1,989,393株) 7.30%
10/9 10/2 CBIO 新規 TANG CAPITAL MANAGEMENT, LLC 700,000株(+700,000株) 5.04%
10/9 10/2 PALI 新規 RA Capital Management, L.P. 9,935,761株(+9,935,761株) 9.90%
10/9 10/2 PALI 新規 Perceptive Advisors LLC 12,243,018株(+12,243,018株) 9.99%
10/9 10/2 ENTA 新規 Deep Track Capital, LP 1,484,513株(+1,484,513株) 5.33%
10/9 10/7 SPRBD 新規 HealthCap VIII, L.P. 36,640株(+36,640株) 3.40%
10/08 10/06 JBIO 増加(13D) Fairmount Funds Management LLC 10,353,875株(+3,104,519株/+42.82%) 19.99%
10/8 10/6 SPRBD 新規 Ikarian Capital, LLC 121,356株(+121,356株) 21.60%
10/8 10/1 PALI 新規 Squadron Master Fund LP 8,250,000株(+8,250,000株) 8.50%
10/8 10/1 PALI 新規 Commodore Capital LP 9,690,665株(+9,690,665株) 9.90%
10/8 10/1 PALI 新規 Deep Track Capital, LP 10,012,958株(+10,012,958株) 9.99%
10/07 09/30 IMRX 新規(13G) FMR LLC 8,787,052株(新規) 14.50%
10/7 9/30 AKRO 新規 Deep Track Capital, LP 4,400,000株(+4,400,000株) 5.50%
10/7 9/30 CAMP 新規 FMR LLC 3,023,434株(+3,023,434株) 15.00%
10/7 10/6 PALI 新規 Point72 Asset Management, L.P. 7,585,611株(+7,585,611株) 6.20%
10/07 10/03 SRRK 買い増し(13D) Samsara BioCapital, L.P. 6,991,553株(+234,298株/+3.47%) 7.200%
10/7 9/30 TENX 新規 Ikarian Capital, LLC 967,600株(+967,600株) 21.20%
10/3 9/29 SABS 新規 Vivo Opportunity Fund Holdings, L.P. 25,931,000株(+25,931,000株) 9.99%
10/3 9/26 SABS 新規 RA Capital Management, L.P. 4,401,500株(+4,401,500株) 9.90%
10/3 9/26 SABS 買い増し Commodore Capital LP 4,522,977株(+2,691,231株、+146.92%) 9.90%
10/03 09/26 IMRX 新規(13G) HBM Healthcare Investments (Cayman) Ltd. 3,646,304株(新規) 5.70%
10/03 10/03 XFOR 追加(13G) Coastlands Capital LP 2,491,638株(+11,993 / +0.48%) 9.990%
10/2 9/26 TENX 新規 Invus Public Equities, L.P. 427,141株(+427,141株) 9.40%
10/1 9/29 SPRY 買い増し RA Capital Management, L.P. 10,940,977株(+80,000株) 11.10%
9/30 9/26 PEPG 買い増し RA Capital Management, L.P. 20,099,753株 29.20%
9/30 9/26 MBX 買い増し ORBIMED ADVISORS LLC 4,002,887株 9.00%
9/30 9/26 MBX 買い増し Norwest Venture Partners XVI, LP 2,140,989株 4.80%
9/30 9/26 MBX 買い増し Frazier Life Sciences Public Fund, L.P. 5,224,095株 11.70%
9/23 9/16 PMVP 新規 Tang Capital Management, LLC 4,720,357株 8.90%
9/22 9/19 TNGX 新規 Invus Public Equities, L.P. 5,883,188株(+5,883,188株) 5.30%
9/22 9/18 RZLT 新規(13G) Invus Public Equities, L.P. 4,870,000株(+4,870,000株) 5.40%
9/19 9/12 TRAW 新規 Squadron Master Fund LP 420,501株(+420,501株) 6.00%
9/19 9/12 BCRX 買い増し Deerfield Mgmt, L.P. 12,169,000株(+5,793,857株) 5.80%
9/19 9/17 VOR 新規取得 RA Capital Management, L.P. 1,988,657株(+1,988,657株) 29.00%
9/19 9/12 LBRX 新規取得 RA Capital Management, L.P. 1,675,000株(+1,675,000株) 7.50%
9/19 9/12 LBRX 新規取得 Deep Track Capital, LP 3,352,804株(+3,352,804株) 14.90%
9/18 9/11 LBRX 新規取得 Commodore Capital LP 1,225,000株(+1,225,000株) 5.50%
9/17 9/11 CAMP 新規 Vivo Opportunity Fund Holdings, L.P. 3,561,793株(+3,561,793株) 7.60%
9/17 9/16 APVO 新規取得 Point72 Asset Management, L.P. 299,944株(+299,944株) 9.10%
9/16 9/10 CAMP 新規 Coastlands Capital LP 4,886,722株(+4,886,722株) 10.00%
9/16 9/9 TERN 新規取得 Commodore Capital LP 4,650,000株(+4,650,000株) 5.30%
9/12 9/12 LBRX 新規取得 TCG Crossover GP II, LLC 1,745,015株(+1,745,015株) 7.80%
9/12 9/11 DNTH 買い増し Point72 Asset Management, L.P. 2,121,140株(+675,315株) 5.30%
9/11 9/4 KALA 新規取得 Point72 Asset Management, L.P. 469,229株(+469,229株) 6.70%
9/11 9/9 CAMP 増加 5AM Ventures VI L.P. 5,869,091株(+2,941,176株) 12.50%
9/11 9/4 KALA 新規取得 Perceptive Advisors LLC 543,745株(+543,745株) 7.70%
9/4 9/8 MLYS 買い増し Samsara BioCapital, L.P. 6,346,194株(+609,889株) 8.20%(+10.63%)
9/4 9/8 MLYS 買い増し RA Capital Management, L.P. 7,796,433株(+1,508,836株) 9.90%(+24.00%)
8/29 9/8 IVVD 新規 JANUS HENDERSON GROUP PLC 24,271,759株(+24,271,759株) 11.60%(New Position)
8/29 9/8 VTVT 新規 Trails Edge Capital Partners, LP 340,536株(+340,536株) 9.90%(New Position)
8/29 9/8 VTVT 新規 Invus Public Equities, L.P. 348,083株(+348,083株) 9.99%(New Position)
8/29 9/3 VTVT 買い増し Samsara BioCapital, L.P. 343,223株(+77,603株) 9.90%(+29.22%)
8/29 8/29 LRMR 買い増し Opaleye Management Inc. 4,110,000株(+157,591株) 4.80%(+3.99%)
8/29 8/22 IVVD 新規 RA Capital Management, L.P. 21,338,288株 新規取得 9.90%(+9.90%)
8/28 8/21 AGIO 新規 Paradigm BioCapital Advisors LP 3,027,977株 新規取得 5.20%(+5.20%)
8/27 8/26 IVVD 新規 Point72 Asset Management, L.P. 16,730,467株 新規取得 8.00%(+8.00%)
8/26 8/22 IVVD 買い増し M28 Capital Management LP 9,548,250株(+300,000株) 4.60%(+3.24%)
8/22 8/15 ARVN 買い増し Logos Global Management LP 6,300,000株(+1,500,000株) 8.60%(+31.25%)
8/21 8/13 CMPX 買い増し Suvretta Capital Management, LLC 14,101,159株(+6,951,666株) 8.20%(+97.23%)
8/20 6/30 CRVO 新規 RA Capital Management, L.P. 1,026,937株 新規取得 9.90%(+9.90%)
8/20 8/13 XFOR 新規 BIOTECHNOLOGY VALUE FUND L P 2,243,659株 新規取得 9.90%(+9.90%)
8/19 8/12 XFOR 新規 Deep Track Capital LP 2,366,995株 新規取得 9.99%(+9.99%)
8/18 8/11 ALTS 新規 Point72 Asset Management, L.P. 4,872,756株 新規取得 4.00%(+4.00%)
8/18 8/15 SNDX 買い増し Point72 Asset Management, L.P. 2,020,128株 買い増し 5.00%(+87.53%)
8/18 8/11 ASMB 新規 RA Capital Management, L.P. 1,530,615株 新規取得 9.50%(+9.50%)
8/18 8/11 HLXB(BBOT) 新規 Deerfield Mgmt, L.P. 4,885,446株 新規取得 6.17%(+6.17%)
8/18 8/11 GPCR 買い増し BIOTECHNOLOGY VALUE FUND L P 9,611,751株(+7,172,787株) 5.60%(+294.09%)
8/15 8/08 ASMB 新規 Commodore Capital LP 1,615,981株 新規取得 9.90%(+9.90%)
8/14 6/30 CBIO 新規 Logos Global Management LP 575,000株 新規取得 4.10%(+4.10%)
8/14 8/12 SLDB 新規 RA Capital Management, L.P. 7,997,510株 新規取得 9.90%(+9.90%)
8/14 8/12 LYRA 買い増し PERCEPTIVE ADVISORS LLC 599株 買い増し 15.55%(+0.23%)
8/07 7/31 BEAM 買い増し ARK Investment Management LLC 10,410,137株(+3,879,038株) 10.35%(+59.39%)
7/31 7/30 REPL 新規 Point72 Asset Management, L.P. 4,462,500株 新規取得 5.70%(+5.70%)
7/31 7/31 LRMR 増加 James E. Flynn 9,394,000株 増加(合計30,667,474株) 35.81%(+44.16%)
7/30 7/23 CDTX 新規 Paradigm BioCapital Advisors LP 1,128,613株 新規取得 5.60%(+5.60%)
7/28 7/25 VSTM 新規 Point72 Asset Management, L.P. 3,338,419株 新規取得 6.10%(+6.10%)
7/28 7/24 GLPG 増加 EcoR1 Capital LLC 911,320株 増加(合計8,714,522株) 13.22%(+11.68%)
7/28 7/21 VSTM 新規 Logos Global Management LP 3,425,000株 新規取得 6.20%(+6.20%)
7/28 7/21 TARS 新規 Deep Track Capital, LP 2,352,960株 新規取得 5.60%(+5.60%)
7/25 7/18 CTNM 新規 RA Capital Management, L.P. 2,122,000株 新規取得 9.90%(+9.90%)
7/22 6/20 BMEA 新規 Cormorant Asset Management LP 3,681,664株 新規取得 6.46%(+6.46%)
6/24 6/20 NAUT 買い増し Perceptive Advisors LLC 12,815,113株(+220,902株) 10.10%
6/20 4/28 JBIO 新規取得 Deep Track Capital, LP 2,784,648株(+2,784,648株) 8.64%
6/18 6/14 IKNA 買い増し ORBIMED ADVISORS LLC 8,008,913株(+5,819,802株) 16.71%
6/17 6/16 ADCT 新規取得 Point72 Asset Management, L.P. 7,831,425株(+7,831,425株) 7.00%
6/17 6/5 XLO 新規取得 Point72 Asset Management, L.P. 4,000,000株(+4,000,000株) 7.20%
6/17 6/12 LRMR 新規取得 Millennium Management 3,563,602株(+3,563,602株) 5.60%
6/16 6/9 ARVN 新規取得 Logos Global Management LP 4,800,000株(+4,800,000株) 6.40%
6/13 6/12 PRLD 追加取得 Baker Bros. Advisors LP 10,269,968株(+47,000株) 23.50%
6/11 6/6 VERA 新規取得 Deerfield Mgmt, L.P. 3,348,117株(+3,348,117株) 5.25%
6/9 6/6 IDYA 追加取得 Point72 4,342,982株(+4,342,982株) 5.00%
6/6 6/4 TYRA 追加取得 RA Capital 1,214,898株(+1,214,898株) 22.40%
6/4 5/29 PRTA 新規取得 Logos Global Management LP 2,950,000株(+2,950,000株) 5.50%
6/4 5/29 PRTA 新規取得 Logos 2,950,000株(+2,950,000株) 5.50%
5/16 5/9 APLS 追加取得 Deep Track Capital 1,000,000株(+1,000,000株) 5.57%
5/15 5/13 ITOS 追加取得 Tang Capital 3,604,976株(+3,604,976株) 9.99%
5/15 5/8 RLAY 新規取得 Commodore Capital 10,000,000株(+10,000,000株) 5.80%
5/14 5/7 TYRA 新規取得 Commodore Capital 2,750,000株(+2,750,000株) 5.20%
5/14 5/12 HOWL 追加取得 RA Capital 553,926株(+553,926株) 15.00%
5/13 5/6 ORKA 新規取得 Deep Track Capital 1,896,780株(+1,896,780株) 5.07%
5/9 5/7 LENZ 新規取得 RA Capital 4,260,606株(+4,260,606株) 15.10%
4/30 4/28 JBIO 新規取得 RA Capital 1,324,954株(+1,324,954株) 4.10%
4/28 4/21 ANNX 追加取得 Logos Global 3,700,000株(+3,700,000株) 6.00%
4/11 4/4 VRDN 追加取得 Commodore Capital 2,375,926株(+2,375,926株) 5.30%
4/10 4/3 MRUS 新規取得 Paradigm Biocapital 3,554,059株(+3,554,059株) 5.10%
4/10 4/3 PTGX 新規取得 Deep Track Capital 3,250,000株(+3,250,000株) 5.29%