| VVERONA PHARMA PLC |
| 19.32% | 10.22% | $4.0M | 63,499 | $6.3M | 135,452 | -71,953-53.12% | Reduce |
| SSUMMIT THERAPEUTICS INC COMSMMT |
| 11.49% | — | $2.4M | 124,307 | $0 | 0 | +124,307 | New Buy |
 JANUX THERAPEUTICS INCJANX |
| 10.16% | 2.57% | $2.1M | 78,500 | $1.6M | 29,600 | +48,900+165.20% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 7.9% | — | $1.6M | 2,600 | $0 | 0 | +2,600 | New Buy |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 7.21% | — | $1.5M | 13,612 | $0 | 0 | +13,612 | New Buy |
 INSMED INCINSM |
| 7.02% | 7.79% | $1.5M | 19,192 | $4.8M | 69,500 | -50,308-72.39% | Reduce |
| SSOLENO THERAPEUTICS INCSLNOEUR |
| 6.8% | 0.13% | $1.4M | 19,858 | $80,595 | 1,793 | +18,065+1,007.53% | Add |
 JAZZ PHARMACEUTICALS PLCJAZZ |
| 5.86% | — | $1.2M | 9,853 | $0 | 0 | +9,853 | New Buy |
| AAKERO THERAPEUTICS INC COM |
| 3.87% | 6.83% | $806,564 | 19,925 | $4.2M | 151,200 | -131,275-86.82% | Reduce |
 ARGENX SE SPONSORED ADRARGX |
| 3.25% | — | $678,277 | 1,146 | $0 | 0 | +1,146 | New Buy |
 ELI LILLY & COLLY |
| 3.23% | — | $673,943 | 816 | $0 | 0 | +816 | New Buy |
| PPROTAGONIST THERAPEUTICS INCPTGX |
| 2.98% | — | $621,861 | 12,859 | $0 | 0 | +12,859 | New Buy |
 TG THERAPEUTICS INCTGTX |
| 2.55% | — | $532,305 | 13,500 | $0 | 0 | +13,500 | New Buy |
| TTARSUS PHARMACEUTICALS INCTARS |
| 1.74% | — | $363,494 | 7,076 | $0 | 0 | +7,076 | New Buy |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 1.62% | — | $338,684 | 2,173 | $0 | 0 | +2,173 | New Buy |
 RHYTHM PHARMACEUTICALS INCRYTM |
| 1.59% | — | $332,493 | 6,277 | $0 | 0 | +6,277 | New Buy |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 1.31% | — | $273,180 | 3,000 | $0 | 0 | +3,000 | New Buy |
| SSPRINGWORKS THERAPEUTICS INC COMSWTXUSD |
| 1.25% | — | $260,235 | 5,897 | $0 | 0 | +5,897 | New Buy |
 COGENT BIOSCIENCES INCCOGT |
| 0.85% | 6.95% | $176,651 | 29,491 | $4.3M | 548,554 | -519,063-94.62% | Reduce |
