The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADIA PHARMACEUTICALS INC COM 004225108 17,934 370,000 SH   OTR   370,000 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 5,088 550,000 SH   OTR   550,000 0 0
AKERO THERAPEUTICS INC COM 00973Y108 10,379 416,495 SH   OTR   416,495 0 0
AGENUS INC COM NEW 00847G705 15,720 4,000,000 SH   OTR   4,000,000 0 0
ALLAKOS INC COM 01671P100 48,506 675,000 SH   OTR   675,000 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 48,440 7,000,000 SH   OTR   7,000,000 0 0
AMICUS THERAPEUTICS INC COM 03152W109 35,061 2,325,000 SH   OTR   2,325,000 0 0
ANAPTYSBIO INC COM 032724106 29,042 1,300,000 SH   OTR   1,300,000 0 0
ARCUS BIOSCIENCES INC COM 03969F109 51,580 2,084,883 SH   OTR   2,084,883 0 0
ARGENX SE SPONSORED ADR 04016X101 38,498 170,926 SH   OTR   170,926 0 0
ARTARA THERAPEUTICS INC COM 04300J107 6,135 209,227 SH   OTR   209,227 0 0
ATRECA INC CL A COM 04965G109 36,891 1,733,583 SH   OTR   1,733,583 0 0
AVIDITY BIOSCIENCES INC COM 05370A108 31,689 1,121,327 SH   OTR   1,121,327 0 0
BEIGENE LTD SPONSORED ADR 07725L102 174,270 925,000 SH   OTR   925,000 0 0
BELLEROPHON THERAPEUTICS INC COM NEW 078771300 1,240 98,809 SH   OTR   98,809 0 0
BELLUS HEALTH INC NEW COM NEW 07987C204 18,265 1,775,000 SH   OTR   1,775,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 30,835 250,000 SH   OTR   250,000 0 0
BLACK DIAMOND THERAPEUTICS I COM 09203E105 84,946 2,014,858 SH   OTR   2,014,858 0 0
CABALETTA BIO INC COM 12674W109 17,434 1,566,361 SH   OTR   1,566,361 0 0
CELLECTAR BIOSCIENCES INC COM PAR 15117F500 1,178 920,000 SH   OTR   920,000 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 13,000 1,000,000 SH   OTR   1,000,000 0 0
COMPUGEN LTD ORD M25722105 35,803 2,383,673 SH   OTR   2,383,673 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 6,980 2,000,000 SH   OTR   2,000,000 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 30,882 7,034,598 SH   OTR   7,034,598 0 0
DIREXION SHS ETF TR DAILY S&P BIOTEC 25460E539 24,290 7,000,000 SH   OTR   7,000,000 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 50,027 975,000 SH   OTR   975,000 0 0
FULCRUM THERAPEUTICS INC COM 359616109 12,911 705,882 SH   OTR   705,882 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 15,783 250,000 SH   OTR   250,000 0 0
GOSSAMER BIO INC COM 38341P102 33,311 2,562,358 SH   OTR   2,562,358 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 31,302 2,202,812 SH   OTR   2,202,812 0 0
IMMUNOMEDICS INC COM 452907108 234,117 6,606,000 SH   OTR   6,606,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 6,037 126,000 SH   OTR   126,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 5,490 200,000 SH   OTR   200,000 0 0
KADMON HLDGS INC COM 48283N106 31,774 6,205,882 SH   OTR   6,205,882 0 0
KINIKSA PHARMACEUTICALS LTD COM CL A G5269C101 7,404 290,577 SH   OTR   290,577 0 0
KODIAK SCIENCES INC COM 50015M109 9,803 181,138 SH   OTR   181,138 0 0
KURA ONCOLOGY INC COM 50127T109 13,770 844,789 SH   OTR   844,789 0 0
LA JOLLA PHARMACEUTICAL CO COM PAR $.0001 2 503459604 3,794 890,700 SH   OTR   890,700 0 0
LIFESCI ACQUISITION CORP UNIT 03/31/2025 53228P208 2,988 300,000 SH   OTR   300,000 0 0
MARINUS PHARMACEUTICALS INC COM 56854Q101 24,384 9,600,000 SH   OTR   9,600,000 0 0
MATINAS BIOPHARMA HLDGS INC COM 576810105 8,873 11,478,634 SH   OTR   11,478,634 0 0
MEI PHARMA INC COM NEW 55279B202 12,031 2,913,091 SH   OTR   2,913,091 0 0
MEREO BIOPHARMA GROUP PLC ADS 589492107 12,331 4,029,649 SH   OTR   4,029,649 0 0
MILESTONE PHARMACEUTICALS IN COM 59935V107 4,166 1,102,194 SH   OTR   1,102,194 0 0
MIRATI THERAPEUTICS INC COM 60468T105 201,574 1,765,560 SH   OTR   1,765,560 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 6,169 317,000 SH   OTR   317,000 0 0
NEOLEUKIN THERAPEUTICS INC COM 64049K104 16,754 1,009,255 SH   OTR   1,009,255 0 0
ODONATE THERAPEUTICS INC COM 676079106 142,405 3,363,377 SH   OTR   3,363,377 0 0
PASSAGE BIO INC COM 702712100 52,701 1,928,315 SH   OTR   1,928,315 0 0
PREVAIL THERAPEUTICS INC COM 74140Y101 16,734 1,123,105 SH   OTR   1,123,105 0 0
PRINCIPIA BIOPHARMA INC COM 74257L108 36,293 607,000 SH   OTR   607,000 0 0
RELMADA THERAPEUTICS INC COM 75955J402 13,425 300,000 SH   OTR   300,000 0 0
REVOLUTION MEDICINES INC COM 76155X100 93,424 2,959,264 SH   OTR   2,959,264 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 30,684 1,466,051 SH   OTR   1,466,051 0 0
SAGE THERAPEUTICS INC COM 78667J108 45,489 1,094,000 SH   OTR   1,094,000 0 0
SEATTLE GENETICS INC COM 812578102 67,968 400,000 SH   OTR   400,000 0 0
SELECTA BIOSCIENCES INC COM 816212104 9,327 3,284,072 SH   OTR   3,284,072 0 0
SOLID BIOSCIENCES INC COM 83422E105 4,488 1,531,872 SH   OTR   1,531,872 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107 87,188 2,075,905 SH   OTR   2,075,905 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 33,905 2,287,782 SH   OTR   2,287,782 0 0
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 32,967 4,075,000 SH   OTR   4,075,000 0 0
UNIQURE NV SHS N90064101 34,489 765,400 SH   OTR   765,400 0 0
XENON PHARMACEUTICALS INC COM 98420N105 7,524 600,000 SH   OTR   600,000 0 0
ZOGENIX INC COM NEW 98978L204 737 27,300 SH   OTR   27,300 0 0
ZYMEWORKS INC COM 98985W102 5,952 165,000 SH   OTR   165,000 0 0