Foresite Capital Management III, LLC Activity Q4 2015-Q3 2022

Q2 2022

			Value		Shares		↓ Weighting
ASND	New	Ascendis Pharma A/Ssponsored ads	$12,428,000	–	133,691	–	45.08%	–
NTRA	New	Natera, Inc.	$5,641,000	–	159,160	–	20.46%	–
CBAY	New	Cymabay Therapeutics, Inc.	$4,843,000	–	1,641,804	–	17.57%	–
VRNA	New	Verona Pharma PLC.sponsored ads	$4,656,000	–	1,111,112	–	16.89%	–

Q4 2021

			Value		Shares		↓ Weighting
NVAX	Exit	Novavax, Inc.	$0	–	-5,000	–	-1.44%	–
EPZM	Exit	Epizyme, Inc.	$0	–	-998,278	–	-7.09%	–
CBAY	Exit	Cymabay Therapeutics, Inc.	$0	–	-1,641,804	–	-8.31%	–
VRNA	Exit	Verona Pharma PLC.sponsored ads	$0	–	-1,111,112	–	-8.44%	–
XLRN	Exit	Acceleron Pharma Inc.	$0	–	-108,630	–	-25.92%	–
ACRS	Exit	Aclaris Therapeutics, Inc.	$0	–	-1,954,904	–	-48.80%	–

Q3 2021

			Value		Shares		↓ Weighting
FGEN	Exit	FibroGen, Inc.	$0	–	-305,784	–	-8.63%	–
NTRA	Exit	Natera, Inc.	$0	–	-127,305	–	-15.32%	–

Q2 2021

			Value		Shares		↓ Weighting
ACRS	New	Aclaris Therapeutics, Inc.	$34,328,000	–	1,954,904	–	36.39%	–
NTRA	New	Natera, Inc.	$14,453,000	–	127,305	–	15.32%	–
XLRN	New	Acceleron Pharma Inc.	$13,632,000	–	108,630	–	14.45%	–
EPZM	New	Epizyme, Inc.	$8,296,000	–	998,278	–	8.79%	–
FGEN	New	FibroGen, Inc.	$8,143,000	–	305,784	–	8.63%	–
VRNA	New	Verona Pharma PLC.sponsored ads	$7,267,000	–	1,111,112	–	7.70%	–
CBAY	New	Cymabay Therapeutics, Inc.	$7,158,000	–	1,641,804	–	7.59%	–
NVAX	New	Novavax, Inc.	$1,062,000	–	5,000	–	1.13%	–

Q4 2020

			Value		Shares		↓ Weighting
NVAX	Exit	Novavax, Inc.	$0	–	-5,000	–	-0.40%	–
ACRS	Exit	Aclaris Therapeutics, Inc.	$0	–	-684,912	–	-1.31%	–
VRNA	Exit	Verona Pharma plcspons ads	$0	–	-1,111,112	–	-5.16%	–
FGEN	Exit	FibroGen, Inc.	$0	–	-172,500	–	-5.28%	–
CBAY	Exit	Cymabay Therapeutics, Inc.	$0	–	-1,641,804	–	-8.85%	–
EPZM	Exit	Epizyme, Inc.	$0	–	-998,278	–	-8.87%	–
XLRN	Exit	Acceleron Pharma Inc.	$0	–	-108,630	–	-9.10%	–
	Exit	Oric Pharmaceuticals, Inc.	$0	–	-496,893	–	-9.25%	–
NTRA	Exit	Natera, Inc.	$0	–	-208,768	–	-11.23%	–
MYOK	Exit	Myokardia, Inc.	$0	–	-399,360	–	-40.54%	–

Q3 2020

			Value		Shares		↓ Weighting
	New	Oric Pharmaceuticals, Inc.	$12,427,000	–	496,893	–	9.25%	–
XLRN	Buy	Acceleron Pharma Inc.	$12,224,000	+205.3%	108,630	+158.5%	9.10%	+155.7%
CBAY	Buy	Cymabay Therapeutics, Inc.	$11,887,000	+112.9%	1,641,804	+2.6%	8.85%	+78.3%
FGEN	Buy	FibroGen, Inc.	$7,093,000	+337.6%	172,500	+331.2%	5.28%	+266.5%
VRNA	New	Verona Pharma plcspons ads	$6,933,000	–	1,111,112	–	5.16%	–
ACRS	New	Aclaris Therapeutics, Inc.	$1,760,000	–	684,912	–	1.31%	–
NVAX	New	Novavax, Inc.	$542,000	–	5,000	–	0.40%	–
ORIC	Exit	Oric Pharmaceuticals, Inc.	$0	–	-496,893	–	-14.90%	–
BPMC	Exit	Blueprint Medicines Corporation	$0	–	-249,598	–	-17.31%	–

Q2 2020

			Value		Shares		↓ Weighting
MYOK	New	Myokardia, Inc.	$38,586,000	–	399,360	–	34.31%	–
BPMC	New	Blueprint Medicines Corporation	$19,469,000	–	249,598	–	17.31%	–
ORIC	New	Oric Pharmaceuticals, Inc.	$16,760,000	–	496,893	–	14.90%	–
EPZM	New	Epizyme, Inc.	$16,032,000	–	998,278	–	14.26%	–
NTRA	New	Natera, Inc.	$10,409,000	–	208,768	–	9.26%	–
CBAY	New	Cymabay Therapeutics, Inc.	$5,584,000	–	1,599,958	–	4.96%	–
XLRN	New	Acceleron Pharma Inc.	$4,004,000	–	42,030	–	3.56%	–
FGEN	New	FibroGen, Inc.	$1,621,000	–	40,000	–	1.44%	–

Q4 2019

			Value		Shares		↓ Weighting
BHVN	Exit	Biohaven Pharmaceutical Holding Company Ltd.	$0	–	-53,345	–	-0.85%	–
CBAY	Exit	CymaBay Therapeutics, Inc.	$0	–	-1,508,091	–	-2.95%	–
REPL	Exit	Replimune Group, Inc.	$0	–	-569,662	–	-3.02%	–
BOLD	Exit	Audentes Therapeutics, Inc.	$0	–	-315,331	–	-3.38%	–
NTRA	Exit	Natera, Inc.	$0	–	-286,468	–	-3.59%	–
XLRN	Exit	Acceleron Pharma Inc.	$0	–	-254,923	–	-3.85%	–
EPZM	Exit	Epizyme, Inc.	$0	–	-998,278	–	-3.93%	–
AIMT	Exit	Aimmune Therapeutics, Inc.	$0	–	-611,893	–	-4.89%	–
MYOK	Exit	Myokardia, Inc.	$0	–	-298,666	–	-5.95%	–
ASND	Exit	Ascendis Pharma A/Ssponsored adr	$0	–	-204,088	–	-7.51%	–
IMMU	Exit	Immunomedics, Inc.	$0	–	-1,956,362	–	-9.90%	–
BPMC	Exit	Blueprint Medicines Corporation	$0	–	-559,381	–	-15.69%	–
ALDR	Exit	Alder BioPharmaceuticals, Inc.	$0	–	-2,393,612	–	-17.24%	–
AERI	Exit	Aerie Pharmaceuticals, Inc.	$0	–	-2,350,477	–	-17.25%	–

Q3 2019

			Value		Shares		↓ Weighting
AERI	Buy	Aerie Pharmaceuticals, Inc.	$45,176,000	-21.6%	2,350,477	+20.5%	17.25%	-8.7%
ALDR	Sell	Alder BioPharmaceuticals, Inc.	$45,144,000	+30.4%	2,393,612	-18.6%	17.24%	+51.8%
BPMC	Buy	Blueprint Medicines Corporation	$41,098,000	-6.8%	559,381	+19.6%	15.69%	+8.5%
IMMU	Buy	Immunomedics, Inc.	$25,941,000	-3.5%	1,956,362	+0.9%	9.90%	+12.3%
MYOK	Sell	Myokardia, Inc.	$15,575,000	-1.2%	298,666	-5.0%	5.95%	+15.0%
AIMT	Sell	Aimmune Therapeutics, Inc.	$12,813,000	-4.9%	611,893	-5.5%	4.89%	+10.7%
REPL	Sell	Replimune Group, Inc.	$7,918,000	-30.7%	569,662	-26.9%	3.02%	-19.3%
CBAY	Sell	CymaBay Therapeutics, Inc.	$7,721,000	-32.1%	1,508,091	-5.0%	2.95%	-20.9%
BHVN	Sell	Biohaven Pharmaceutical Holding Company Ltd.	$2,226,000	-22.1%	53,345	-18.2%	0.85%	-9.3%
BDSI	Exit	BioDelivery Sciences International, Inc.	$0	–	-454,656	–	-0.69%	–
WVE	Exit	WAVE Life Sciences Ltd.	$0	–	-139,900	–	-1.20%	–
TOCA	Exit	Tocagen, Inc.	$0	–	-568,054	–	-1.24%	–
RCUS	Exit	Arcus Biosciences, Inc.	$0	–	-1,366,973	–	-3.56%	–

Q2 2019

			Value		Shares		↓ Weighting
AERI	New	Aerie Pharmaceuticals, Inc.	$57,637,000	–	1,950,477	–	18.90%	–
BPMC	New	Blueprint Medicines Corporation	$44,116,000	–	467,682	–	14.47%	–
ALDR	New	Alder BioPharmaceuticals, Inc.	$34,629,000	–	2,942,130	–	11.36%	–
IMMU	New	Immunomedics, Inc.	$26,889,000	–	1,938,612	–	8.82%	–
ASND	New	Ascendis Pharma A/Ssponsored adr	$23,501,000	–	204,088	–	7.71%	–
MYOK	New	Myokardia, Inc.	$15,764,000	–	314,400	–	5.17%	–
AIMT	New	Aimmune Therapeutics, Inc.	$13,476,000	–	647,254	–	4.42%	–
EPZM	New	Epizyme, Inc.	$12,528,000	–	998,278	–	4.11%	–
BOLD	New	Audentes Therapeutics, Inc.	$11,938,000	–	315,331	–	3.92%	–
REPL	New	Replimune Group, Inc.	$11,430,000	–	779,656	–	3.75%	–
CBAY	New	CymaBay Therapeutics, Inc.	$11,364,000	–	1,587,101	–	3.73%	–
RCUS	New	Arcus Biosciences, Inc.	$10,867,000	–	1,366,973	–	3.56%	–
XLRN	New	Acceleron Pharma Inc.	$10,472,000	–	254,923	–	3.43%	–
NTRA	New	Natera, Inc.	$7,901,000	–	286,468	–	2.59%	–
TOCA	New	Tocagen, Inc.	$3,795,000	–	568,054	–	1.24%	–
WVE	New	WAVE Life Sciences Ltd.	$3,650,000	–	139,900	–	1.20%	–
BHVN	New	Biohaven Pharmaceutical Holding Company Ltd.	$2,857,000	–	65,249	–	0.94%	–
BDSI	New	BioDelivery Sciences International, Inc.	$2,114,000	–	454,656	–	0.69%	–

Q4 2018

			Value		Shares		↓ Weighting
ARDX	Exit	Ardelyx Inc.	$0	–	-130,304	–	-0.12%	–
BDSI	Exit	BioDelivery Sciences International, Inc.	$0	–	-629,656	–	-0.39%	–
TOCA	Exit	Tocagen, Inc.	$0	–	-148,552	–	-0.51%	–
WVE	Exit	WAVE Life Sciences Ltd.	$0	–	-50,000	–	-0.55%	–
BHVN	Exit	Biohaven Pharmaceutical Holding Company Ltd.	$0	–	-105,706	–	-0.88%	–
SGMO	Exit	Sangamo Therapeutics, Inc.	$0	–	-265,605	–	-0.99%	–
ACRS	Exit	Aclaris Therapeutics, Inc.	$0	–	-312,368	–	-1.00%	–
PACB	Exit	Pacific Biosciences of California, Inc.	$0	–	-1,135,000	–	-1.36%	–
VRNA	Exit	Verona Pharma Plcsponsored ads	$0	–	-500,883	–	-1.38%	–
AKAOQ	Exit	Achaogen, Inc.	$0	–	-2,374,418	–	-2.09%	–
EPZM	Exit	Epizyme, Inc.	$0	–	-917,715	–	-2.15%	–
SLDB	Exit	Solid Biosciences Inc.	$0	–	-237,884	–	-2.48%	–
BOLD	Exit	Audentes Therapeutics, Inc.	$0	–	-315,331	–	-2.76%	–
REPL	Exit	Replimune Group, Inc.	$0	–	-779,656	–	-2.77%	–
ASND	Exit	Ascendis Pharma A/Ssponsored adr	$0	–	-191,588	–	-3.00%	–
XLRN	Exit	Acceleron Pharma Inc.	$0	–	-250,863	–	-3.17%	–
BPMC	Exit	Blueprint Medicines Corporation	$0	–	-200,000	–	-3.44%	–
CBAY	Exit	CymaBay Therapeutics, Inc.	$0	–	-1,562,040	–	-3.82%	–
AIMT	Exit	Aimmune Therapeutics, Inc.	$0	–	-801,240	–	-4.82%	–
MYOK	Exit	Myokardia, Inc.	$0	–	-372,300	–	-5.36%	–
RCUS	Exit	Arcus Biosciences, Inc.	$0	–	-3,445,461	–	-10.60%	–
ALDR	Exit	Alder BioPharmaceuticals, Inc.	$0	–	-2,942,130	–	-10.81%	–
IMMU	Exit	Immunomedics, Inc.	$0	–	-2,691,729	–	-12.37%	–
AERI	Exit	Aerie Pharmaceuticals, Inc.	$0	–	-1,708,046	–	-23.20%	–

Q3 2018

			Value		Shares		↓ Weighting
IMMU	Buy	Immunomedics, Inc.	$56,069,000	-6.8%	2,691,729	+5.9%	12.37%	-4.5%
MYOK	Sell	Myokardia, Inc.	$24,274,000	+24.5%	372,300	-5.2%	5.36%	+27.5%
AIMT	Sell	Aimmune Therapeutics, Inc.	$21,858,000	-4.5%	801,240	-5.9%	4.82%	-2.2%
BPMC	Sell	Blueprint Medicines Corporation	$15,612,000	-1.6%	200,000	-20.0%	3.44%	+0.8%
XLRN	Sell	Acceleron Pharma Inc.	$14,357,000	+6.2%	250,863	-10.0%	3.17%	+8.8%
REPL	New	Replimune Group, Inc.	$12,552,000	–	779,656	–	2.77%	–
SLDB	Sell	Solid Biosciences Inc.	$11,223,000	-6.8%	237,884	-29.6%	2.48%	-4.5%
EPZM	Sell	Epizyme, Inc.	$9,728,000	-23.7%	917,715	-2.4%	2.15%	-21.8%
AKAOQ	Sell	Achaogen, Inc.	$9,474,000	-61.9%	2,374,418	-17.4%	2.09%	-61.0%
VRNA	Sell	Verona Pharma Plcsponsored ads	$6,266,000	-8.8%	500,883	-0.4%	1.38%	-6.5%
PACB	New	Pacific Biosciences of California, Inc.	$6,140,000	–	1,135,000	–	1.36%	–
WVE	Sell	WAVE Life Sciences Ltd.	$2,500,000	-12.9%	50,000	-33.3%	0.55%	-10.7%
BDSI	Buy	BioDelivery Sciences International, Inc.	$1,763,000	+2939.7%	629,656	+3129.0%	0.39%	+3141.7%
	Exit	Immunomedics, Inc.call	$0	–	-150,000	–	-0.76%	–
	Exit	Immunomedics, Inc.put	$0	–	-150,000	–	-0.76%	–

Q2 2018

			Value		Shares		↓ Weighting
AERI	New	Aerie Pharmaceuticals, Inc.	$115,379,000	–	1,708,046	–	24.85%	–
IMMU	New	Immunomedics, Inc.	$60,163,000	–	2,541,729	–	12.96%	–
ALDR	New	Alder BioPharmaceuticals, Inc.	$46,486,000	–	2,942,130	–	10.01%	–
RCUS	New	Arcus Biosciences, Inc.	$42,172,000	–	3,445,461	–	9.08%	–
AKAOQ	New	Achaogen, Inc.	$24,892,000	–	2,874,418	–	5.36%	–
AIMT	New	Aimmune Therapeutics, Inc.	$22,889,000	–	851,213	–	4.93%	–
CBAY	New	CymaBay Therapeutics, Inc.	$20,963,000	–	1,562,040	–	4.51%	–
MYOK	New	Myokardia, Inc.	$19,502,000	–	392,789	–	4.20%	–
BPMC	New	Blueprint Medicines Corporation	$15,870,000	–	250,000	–	3.42%	–
XLRN	New	Acceleron Pharma Inc.	$13,525,000	–	278,753	–	2.91%	–
EPZM	New	Epizyme, Inc.	$12,746,000	–	940,685	–	2.74%	–
ASND	New	Ascendis Pharma A/Ssponsored adr	$12,744,000	–	191,588	–	2.74%	–
BOLD	New	Audentes Therapeutics, Inc.	$12,049,000	–	315,331	–	2.60%	–
SLDB	New	Solid Biosciences Inc.	$12,039,000	–	337,884	–	2.59%	–
VRNA	New	Verona Pharma Plcsponsored ads	$6,869,000	–	502,825	–	1.48%	–
ACRS	New	Aclaris Therapeutics, Inc.	$6,238,000	–	312,368	–	1.34%	–
BHVN	New	Biohaven Pharmaceutical Holding Company Ltd.	$4,178,000	–	105,706	–	0.90%	–
SGMO	New	Sangamo Therapeutics, Inc.	$3,772,000	–	265,605	–	0.81%	–
	New	Immunomedics, Inc.call	$3,551,000	–	150,000	–	0.76%	–
	New	Immunomedics, Inc.put	$3,551,000	–	150,000	–	0.76%	–
WVE	New	WAVE Life Sciences Ltd.	$2,869,000	–	75,000	–	0.62%	–
TOCA	New	Tocagen, Inc.	$1,387,000	–	148,552	–	0.30%	–
ARDX	New	Ardelyx Inc.	$482,000	–	130,304	–	0.10%	–
BDSI	New	BioDelivery Sciences International, Inc.	$58,000	–	19,500	–	0.01%	–

Q4 2017

			Value		Shares		↓ Weighting
DERM	Exit	Dermira, Inc.	$0	–	-43,071	–	-0.32%	–
TOCA	Exit	Tocagen, Inc.	$0	–	-293,177	–	-1.01%	–
ARGX	Exit	argenx SEsponsored adr	$0	–	-176,500	–	-1.10%	–
MDGL	Exit	Madrigal Pharmaceuticals, Inc.	$0	–	-100,000	–	-1.24%	–
LOXO	Exit	Loxo Oncology, Inc.	$0	–	-50,000	–	-1.27%	–
CBAY	Exit	CymaBay Therapeutics, Inc.	$0	–	-600,000	–	-1.33%	–
PACB	Exit	Pacific Biosciences of California, Inc.	$0	–	-1,150,000	–	-1.66%	–
ACRS	Exit	Aclaris Therapeutics, Inc.	$0	–	-262,950	–	-1.87%	–
VRNA	Exit	Verona Pharma Plcsponsored ads	$0	–	-608,851	–	-2.57%	–
ASND	Exit	Ascendis Pharma A/Ssponsored adr	$0	–	-285,143	–	-2.85%	–
XLRN	Exit	Acceleron Pharma Inc.	$0	–	-278,753	–	-2.86%	–
MYOK	Exit	Myokardia, Inc.	$0	–	-295,000	–	-3.48%	–
EPZM	Exit	Epizyme, Inc.	$0	–	-849,693	–	-4.46%	–
WVE	Exit	WAVE Life Sciences Ltd.	$0	–	-863,327	–	-5.17%	–
AIMT	Exit	Aimmune Therapeutics, Inc.	$0	–	-912,001	–	-6.23%	–
AKAOQ	Exit	Achaogen, Inc.	$0	–	-1,912,106	–	-8.40%	–
BPMC	Exit	Blueprint Medicines Corporation	$0	–	-467,682	–	-8.98%	–
IMMU	Exit	Immunomedics, Inc.	$0	–	-2,379,367	–	-9.16%	–
ALDR	Exit	Alder BioPharmaceuticals, Inc.	$0	–	-2,942,203	–	-9.93%	–
AERI	Exit	Aerie Pharmaceuticals, Inc.	$0	–	-1,950,477	–	-26.11%	–

Q3 2017

			Value		Shares		↓ Weighting
ALDR	Buy	Alder BioPharmaceuticals, Inc.	$36,042,000	+44.6%	2,942,203	+35.1%	9.93%	+21.9%
IMMU	Buy	Immunomedics, Inc.	$33,264,000	+94.1%	2,379,367	+22.6%	9.16%	+63.7%
BPMC	Buy	Blueprint Medicines Corporation	$32,583,000	+39.8%	467,682	+1.7%	8.98%	+17.9%
AKAOQ	Buy	Achaogen, Inc.	$30,498,000	+12.3%	1,912,106	+53.0%	8.40%	-5.3%
WVE	Sell	WAVE Life Sciences Ltd.	$18,777,000	+0.5%	863,327	-14.0%	5.17%	-15.2%
EPZM	Buy	Epizyme, Inc.	$16,187,000	+34.1%	849,693	+6.3%	4.46%	+13.1%
MYOK	New	Myokardia, Inc.	$12,641,000	–	295,000	–	3.48%	–
XLRN	Buy	Acceleron Pharma Inc.	$10,403,000	+1622.4%	278,753	+1301.8%	2.86%	+1354.3%
ASND	Buy	Ascendis Pharma A/Ssponsored adr	$10,336,000	+1561.7%	285,143	+1173.0%	2.85%	+1302.5%
VRNA	Sell	Verona Pharma Plcsponsored ads	$9,346,000	+30.7%	608,851	-0.8%	2.57%	+10.2%
ACRS	New	Aclaris Therapeutics, Inc.	$6,787,000	–	262,950	–	1.87%	–
PACB	Sell	Pacific Biosciences of California, Inc.	$6,038,000	+35.7%	1,150,000	-8.0%	1.66%	+14.4%
CBAY	New	CymaBay Therapeutics, Inc.	$4,836,000	–	600,000	–	1.33%	–
LOXO	Sell	Loxo Oncology, Inc.	$4,606,000	-48.9%	50,000	-55.6%	1.27%	-56.9%
MDGL	New	Madrigal Pharmaceuticals, Inc.	$4,498,000	–	100,000	–	1.24%	–
TOCA	Sell	Tocagen, Inc.	$3,653,000	-59.7%	293,177	-61.1%	1.01%	-66.0%
DERM	Sell	Dermira, Inc.	$1,163,000	-77.4%	43,071	-75.6%	0.32%	-80.9%
ABEO	Exit	Abeona Therapeutics, Inc.	$0	–	-18,334	–	-0.04%	–
ARDX	Exit	Ardelyx, Inc.	$0	–	-37,500	–	-0.06%	–
BHVN	Exit	Biohaven Pharmaceutical Holding Company Ltd.	$0	–	-30,000	–	-0.24%	–
ZFGN	Exit	Zafgen, Inc.	$0	–	-234,092	–	-0.27%	–
OREXQ	Exit	Orexigen Therapeutics, Inc.	$0	–	-380,530	–	-0.36%	–
INFI	Exit	Infinity Pharmaceuticals, Inc.	$0	–	-738,896	–	-0.38%	–
SGMO	Exit	Sangamo Therapeutics Inc.	$0	–	-154,000	–	-0.44%	–
NSTG	Exit	NanoString Technologies, Inc.	$0	–	-178,681	–	-0.96%	–
BLCM	Exit	Bellicum Pharmaceuticals, Inc.	$0	–	-452,727	–	-1.73%	–
FGEN	Exit	Fibrogen, Inc.	$0	–	-250,000	–	-2.64%	–

Q2 2017

			Value		Shares		↓ Weighting
AERI	New	Aerie Pharmaceuticals, Inc.	$102,498,000	–	1,950,477	–	33.48%	–
AKAOQ	New	Achaogen, Inc.	$27,163,000	–	1,250,000	–	8.87%	–
ALDR	New	Alder BioPharmaceuticals, Inc.	$24,929,000	–	2,177,203	–	8.14%	–
BPMC	New	Blueprint Medicines Corporation	$23,308,000	–	460,000	–	7.61%	–
AIMT	New	Aimmune Therapeutics, Inc.	$18,751,000	–	912,001	–	6.12%	–
WVE	New	WAVE Life Sciences Ltd.	$18,676,000	–	1,004,100	–	6.10%	–
IMMU	New	Immunomedics, Inc.	$17,138,000	–	1,940,850	–	5.60%	–
EPZM	New	Epizyme, Inc.	$12,070,000	–	799,363	–	3.94%	–
TOCA	New	Tocagen, Inc.	$9,059,000	–	753,000	–	2.96%	–
LOXO	New	Loxo Oncology, Inc.	$9,021,000	–	112,500	–	2.95%	–
FGEN	New	Fibrogen, Inc.	$8,075,000	–	250,000	–	2.64%	–
VRNA	New	Verona Pharma Plcsponsored ads	$7,152,000	–	613,601	–	2.34%	–
BLCM	New	Bellicum Pharmaceuticals, Inc.	$5,288,000	–	452,727	–	1.73%	–
DERM	New	Dermira, Inc.	$5,135,000	–	176,211	–	1.68%	–
PACB	New	Pacific Biosciences of California, Inc.	$4,450,000	–	1,250,000	–	1.45%	–
ARGX	New	argenx SEsponsored adr	$3,744,000	–	176,500	–	1.22%	–
NSTG	New	NanoString Technologies, Inc.	$2,955,000	–	178,681	–	0.96%	–
SGMO	New	Sangamo Therapeutics Inc.	$1,355,000	–	154,000	–	0.44%	–
INFI	New	Infinity Pharmaceuticals, Inc.	$1,160,000	–	738,896	–	0.38%	–
OREXQ	New	Orexigen Therapeutics, Inc.	$1,104,000	–	380,530	–	0.36%	–
ZFGN	New	Zafgen, Inc.	$822,000	–	234,092	–	0.27%	–
BHVN	New	Biohaven Pharmaceutical Holding Company Ltd.	$750,000	–	30,000	–	0.24%	–
ASND	New	Ascendis Pharma A/Ssponsored adr	$622,000	–	22,400	–	0.20%	–
XLRN	New	Acceleron Pharma Inc.	$604,000	–	19,886	–	0.20%	–
ARDX	New	Ardelyx, Inc.	$191,000	–	37,500	–	0.06%	–
ABEO	New	Abeona Therapeutics, Inc.	$117,000	–	18,334	–	0.04%	–

Q4 2016

			Value		Shares		↓ Weighting
BDSI	Exit	BioDelivery Sciences International, Inc.	$0	–	-47,158	–	-0.06%	–
SYRS	Exit	Syros Pharmaceuticals, Inc.	$0	–	-60,000	–	-0.39%	–
OREX	Exit	Orexigen Therapeutics, Inc.	$0	–	-254,257	–	-0.39%	–
BOLD	Exit	Audentes Therapeutics, Inc.	$0	–	-66,553	–	-0.55%	–
LPCN	Exit	Lipocine Inc.	$0	–	-302,640	–	-0.63%	–
AKTX	Exit	Akari Therapeutics, PLCsponsored adr	$0	–	-197,072	–	-0.78%	–
ZFGN	Exit	Zafgen, Inc.	$0	–	-537,495	–	-0.83%	–
EPZM	Exit	Epizyme, Inc.	$0	–	-611,777	–	-2.81%	–
PTGX	Exit	Protagonist Therapeutics, Inc.	$0	–	-346,281	–	-2.94%	–
MNTA	Exit	Momenta Pharmaceuticals, Inc.	$0	–	-595,513	–	-3.25%	–
NSTG	Exit	NanoString Technologies, Inc.	$0	–	-485,600	–	-4.54%	–
GBT	Exit	Global Blood Therapeutics, Inc.	$0	–	-455,590	–	-4.91%	–
NTLA	Exit	Intellia Therapeutics, Inc.	$0	–	-763,688	–	-6.08%	–
AIMT	Exit	Aimmune Therapeutics, Inc.	$0	–	-935,020	–	-6.56%	–
WVE	Exit	WAVE Life Sciences Ltd.	$0	–	-727,496	–	-11.04%	–
ALDR	Exit	Alder BioPharmaceuticals, Inc.	$0	–	-1,585,683	–	-24.29%	–
AERI	Exit	Aerie Pharmaceuticals, Inc.	$0	–	-1,697,884	–	-29.95%	–

Q3 2016

			Value		Shares		↓ Weighting
AERI	Buy	Aerie Pharmaceuticals, Inc.	$64,078,000	+170.6%	1,697,884	+26.2%	29.95%	+84.3%
ALDR	Sell	Alder BioPharmaceuticals, Inc.	$51,963,000	+30.0%	1,585,683	-0.9%	24.29%	-11.4%
WVE	Sell	WAVE Life Sciences Ltd.	$23,622,000	+17.7%	727,496	-25.0%	11.04%	-19.8%
AIMT	Buy	Aimmune Therapeutics, Inc.	$14,025,000	+451.5%	935,020	+297.8%	6.56%	+275.6%
GBT	Sell	Global Blood Therapeutics, Inc.	$10,501,000	-8.3%	455,590	-34.0%	4.91%	-37.5%
NSTG	Buy	NanoString Technologies, Inc.	$9,702,000	+984.0%	485,600	+583.9%	4.54%	+638.6%
MNTA	New	Momenta Pharmaceuticals, Inc.	$6,962,000	–	595,513	–	3.25%	–
PTGX	New	Protagonist Therapeutics, Inc.	$6,285,000	–	346,281	–	2.94%	–
EPZM	Buy	Epizyme, Inc.	$6,020,000	+14.9%	611,777	+19.5%	2.81%	-21.7%
BOLD	New	Audentes Therapeutics, Inc.	$1,185,000	–	66,553	–	0.55%	–
OREX	Sell	Orexigen Therapeutics, Inc.	$844,000	-22.8%	254,257	-90.0%	0.39%	-47.5%
SYRS	Sell	Syros Pharmaceuticals, Inc.	$832,000	-69.4%	60,000	-60.0%	0.39%	-79.2%
BDSI	Sell	BioDelivery Sciences International, Inc.	$127,000	-23.5%	47,158	-32.8%	0.06%	-48.2%
BLCM	Exit	Bellicum Pharmaceuticals, Inc.	$0	–	-205,990	–	-1.83%	–
	Exit	NeuroDerm Ltd.	$0	–	-201,469	–	-2.25%	–
AVXS	Exit	Avexis, Inc.	$0	–	-95,173	–	-2.48%	–
ARDX	Exit	Ardelyx, Inc.	$0	–	-601,485	–	-3.60%	–

Q2 2016

			Value		Shares		↓ Weighting
ALDR	New	Alder BioPharmaceuticals, Inc.	$39,957,000	–	1,600,183	–	27.42%	–
AERI	New	Aerie Pharmaceuticals, Inc.	$23,678,000	–	1,345,313	–	16.25%	–
WVE	New	WAVE Life Sciences Ltd.	$20,071,000	–	970,104	–	13.77%	–
NTLA	New	Intellia Therapeutics, Inc.	$16,305,000	–	763,688	–	11.19%	–
GBT	New	Global Blood Therapeutics, Inc.	$11,452,000	–	690,269	–	7.86%	–
ARDX	New	Ardelyx, Inc.	$5,251,000	–	601,485	–	3.60%	–
EPZM	New	Epizyme, Inc.	$5,241,000	–	511,777	–	3.60%	–
AVXS	New	Avexis, Inc.	$3,618,000	–	95,173	–	2.48%	–
	New	NeuroDerm Ltd.	$3,274,000	–	201,469	–	2.25%	–
ZFGN	New	Zafgen, Inc.	$3,220,000	–	537,495	–	2.21%	–
SYRS	New	Syros Pharmaceuticals, Inc.	$2,723,000	–	150,000	–	1.87%	–
BLCM	New	Bellicum Pharmaceuticals, Inc.	$2,670,000	–	205,990	–	1.83%	–
AKTX	New	Akari Therapeutics, PLCsponsored adr	$2,659,000	–	197,072	–	1.82%	–
AIMT	New	Aimmune Therapeutics, Inc.	$2,543,000	–	235,020	–	1.74%	–
OREX	New	Orexigen Therapeutics, Inc.	$1,093,000	–	2,542,575	–	0.75%	–
LPCN	New	Lipocine Inc.	$920,000	–	302,640	–	0.63%	–
NSTG	New	NanoString Technologies, Inc.	$895,000	–	71,000	–	0.61%	–
BDSI	New	BioDelivery Sciences International, Inc.	$166,000	–	70,177	–	0.11%	–

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