Q1 2025 · 13F-HR
MPM BioImpact LLCholdings as filed
Filed 2025-05-15 · accession 0000950123-25-005756
$581.7M
Reported value
43
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 230031106 | CGEM | Cullinan Therapeutics, Inc. | $57.9M | 9.95% | 7,648,268 | Common | SOLE |
| 558868105 | MDGL | Madrigal Pharmaceuticals Inc | $33.3M | 5.72% | 100,415 | Common | SOLE |
| 98887Q104 | ZLAB | Zai Lab Ltd | $30.1M | 5.18% | 833,659 | Common | SOLE |
| 28036F105 | EWTX | Edgewise Therapeutics Inc | $24.3M | 4.18% | 1,105,444 | Common | SOLE |
| 516544103 | LNTH | Lantheus Holdings Inc | $22.7M | 3.90% | 232,387 | Common | SOLE |
| 69366J200 | PTCT | PTC Therapeutics Inc | $22.4M | 3.85% | 439,977 | Common | SOLE |
| 632307104 | NTRA | Natera Inc | $22.2M | 3.82% | 157,047 | Common | SOLE |
| 89532M101 | TRVI | Trevi Therapeutics Inc | $21.6M | 3.71% | 3,428,366 | Common | SOLE |
| 22663K107 | CRNX | Crinetics Pharmaceuticals Inc. | $21.2M | 3.64% | 631,964 | Common | SOLE |
| 05370A108 | RNAGBP | Avidity Biosciences Inc | $21.1M | 3.62% | 714,224 | Common | SOLE |
| 40131M109 | GH | Guardant Health Inc | $18.9M | 3.24% | 442,656 | Common | SOLE |
| 91307C102 | UTHR | United Therapeutics Corp. | $18.2M | 3.12% | 58,907 | Common | SOLE |
| 82835W108 | SPRY | ARS Pharmaceuticals Inc | $16.5M | 2.84% | 1,313,104 | Common | SOLE |
| 20454B104 | CMPX | Compass Therapeutics, Inc. | $16.0M | 2.76% | 8,442,783 | Common | SOLE |
| 47103J105 | JANX | Janux Therapeutics Inc | $15.3M | 2.63% | 567,193 | Common | SOLE |
| 90400D108 | RARE | Ultragenyx Pharmaceutical Inc | $14.4M | 2.48% | 398,445 | Common | SOLE |
| 61559X104 | MLTX | Moonlake Immunotherapeutics | $12.3M | 2.12% | 316,049 | Common | SOLE |
| Y95308105 | WVE | Wave Life Sciences PTE LTD | $12.2M | 2.10% | 1,509,580 | Common | SOLE |
| 76155X100 | RVMD | Revolution Medicines, Inc. | $11.2M | 1.93% | 317,083 | Common | SOLE |
| G01767105 | ALKS | Alkermes Plc | $11.1M | 1.92% | 337,603 | Common | SOLE |
| 68062P106 | OLMA | Olema Pharmaceuticals, Inc. | $11.0M | 1.89% | 2,930,446 | Common | SOLE |
| 77313F106 | RCKT | Rocket Pharmaceuticals, Inc. | $10.8M | 1.86% | 1,618,265 | Common | SOLE |
| 46565G104 | 5E7 | iTeos Therapeutics, Inc. | $10.4M | 1.79% | 1,745,943 | Common | SOLE |
| 816212302 | RNAC | Cartesian Therapeutics Inc | $10.4M | 1.79% | 790,779 | Common | SOLE |
| 90184D100 | TWST | Twist Bioscience Corp | $10.3M | 1.76% | 261,215 | Common | SOLE |
| 98420N105 | XENE | Xenon Pharmaceuticals Inc | $10.2M | 1.75% | 303,398 | Common | SOLE |
| 92337R101 | VERA | Vera Therapeutics Inc. | $10.0M | 1.72% | 415,719 | Common | SOLE |
| 76029N106 | REPL | Replimune Group Inc | $9.6M | 1.65% | 987,036 | Common | SOLE |
| 462260100 | IOVA | Iovance Biotherapeutics Inc | $9.0M | 1.55% | 2,708,582 | Common | SOLE |
| 21077P108 | CNTX | Context Therapeutics Inc | $9.0M | 1.55% | 14,705,882 | Common | SOLE |
| 55287L101 | MBX | MBX Biosciences Inc | $8.4M | 1.44% | 1,132,950 | Common | SOLE |
| 67080N101 | NUVB | Nuvation Bio Inc | $8.2M | 1.41% | 4,652,243 | Common | SOLE |
| 68622P109 | ORIC | Oric Pharmaceuticals Inc | $7.8M | 1.34% | 1,399,514 | Common | SOLE |
| 45166A102 | IDYA | Ideaya Biosciences, Inc. | $7.0M | 1.21% | 430,161 | Common | SOLE |
| 83422E204 | SLDB | Solid Biosciences Inc | $6.1M | 1.04% | 1,642,356 | Common | SOLE |
| 75943R102 | RLAY | Relay Therapeutics Inc. | $6.0M | 1.03% | 2,295,924 | Common | SOLE |
| 86150R107 | STOK | Stoke Therapeutics Inc | $4.6M | 0.79% | 693,988 | Common | SOLE |
| 92536C103 | VERUEUR | Veru Inc. | $3.2M | 0.56% | 6,592,727 | Common | SOLE |
| 95075A107 | HOWL | Werewolf Therapeutics, Inc. | $2.3M | 0.40% | 2,408,810 | Common | SOLE |
| 25056L103 | DSGN | Design Therapeutics Inc | $2.2M | 0.37% | 562,943 | Common | SOLE |
| 00653A107 | ADAPY | Adaptimmune Therapeutics plc | $964,186 | 0.17% | 4,894,344 | Common | SOLE |
| 760273102 | RPTX | Repare Therapeutics, Inc. | $808,445 | 0.14% | 819,924 | Common | SOLE |
| 00166B105 | ALXO | ALX Oncology Holdings Inc. | $342,650 | 0.06% | 550,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.