Manager(s): Dr. Jeffrey Jay, M.D. and Mr. David Kroin
Filed on 2020-11-16 under CIK 1281446
| Company name, stock class and CUSIP | Value (x$1000) | Shares | Other manager(s) | ||
|---|---|---|---|---|---|
| IOVANCE BIOTHERAPEUTICS INC COM 462260100 |
$127,618 | $25,367 | 3,876,600 sh | 151,624 sh 4% | JAY JEFFREY R Yehudai Ortav |
| SAGE THERAPEUTICS INC COM 78667J108 |
$120,204 | $32,788 | 1,966,688 sh | -135,680 sh
-6% | JAY JEFFREY R Yehudai Ortav |
| ACADIA PHARMACEUTICALS INC COM 004225108 |
$79,264 | -$8,224 | 1,921,563 sh | 116,570 sh 6% | JAY JEFFREY R Yehudai Ortav |
| ARENA PHARMACEUTICALS INC COM NEW 040047607 |
$74,558 | -$7,428 | 996,898 sh | -305,501 sh
-23% | JAY JEFFREY R Yehudai Ortav |
| ZYMEWORKS INC COM 98985W102 |
$73,033 | -$19,836 | 1,567,900 sh | -1,006,788 sh
-39% | JAY JEFFREY R Yehudai Ortav |
| UNITED THERAPEUTICS CORP DEL COM 91307C102 |
$64,718 | -$10,302 | 640,773 sh | 20,773 sh 3% | JAY JEFFREY R Yehudai Ortav |
| CONSTELLATION PHARMCETICLS I COM 210373106 |
$57,983 | -$46,591 | 2,861,924 sh | -618,076 sh
-18% | JAY JEFFREY R Yehudai Ortav |
| CYTOKINETICS INC COM NEW 23282W605 |
$55,197 | $19,356 | 2,549,525 sh | 1,028,890 sh 68% | JAY JEFFREY R Yehudai Ortav |
| GW PHARMACEUTICALS PLC ADS 36197T103 |
$50,645 | -$4,579 | 520,232 sh | 70,232 sh 16% | JAY JEFFREY R Yehudai Ortav |
| TG THERAPEUTICS INC COM 88322Q108 |
$42,816 | -$21,873 | 1,600,000 sh | -1,720,808 sh
-52% | JAY JEFFREY R Yehudai Ortav |
| MACROGENICS INC COM 556099109 |
$38,042 | -$3,838 | 1,510,215 sh | 10,215 sh 1% | JAY JEFFREY R Yehudai Ortav |
| AURINIA PHARMACEUTICALS INC COM 05156V102 |
$36,609 | $36,609 | 2,485,327 sh | 2,485,327 sh NEW | JAY JEFFREY R Yehudai Ortav |
| GLOBAL BLOOD THERAPEUTICS INC COM 37890U108 |
$36,154 | $1,925 | 655,676 sh | 113,476 sh 21% | JAY JEFFREY R Yehudai Ortav |
| BIOHAVEN PHARMACTL HLDG CO L COM G11196105 |
$28,279 | -$33,199 | 435,000 sh | -405,900 sh
-48% | JAY JEFFREY R Yehudai Ortav |
| Vericel Corp COM 92346J108 |
$27,439 | $5,187 | 1,480,787 sh | -129,367 sh
-8% | JAY JEFFREY R Yehudai Ortav |
| GLAUKOS CORP COM 377322102 |
$22,091 | $2,881 | 446,097 sh | -53,903 sh
-11% | JAY JEFFREY R Yehudai Ortav |
| GERON CORP COM 374163103 |
$16,853 | -$16,715 | 9,685,528 sh | -5,712,551 sh
-37% | JAY JEFFREY R Yehudai Ortav |
| PROTHENA CORP PLC SHS G72800108 |
$15,469 | -$6,318 | 1,548,479 sh | -534,362 sh
-26% | JAY JEFFREY R Yehudai Ortav |
| SANGAMO THERAPEUTICS INC COM 800677106 |
$15,023 | $867 | 1,589,724 sh | 9,833 sh 1% | JAY JEFFREY R Yehudai Ortav |
| CHEMOCENTRYX INC COM 16383L106 |
$13,877 | $13,877 | 253,230 sh | 253,230 sh NEW | JAY JEFFREY R Yehudai Ortav |
| TRANSLATE BIO INC COM 89374L104 |
$12,839 | $12,839 | 943,339 sh | 943,339 sh NEW | JAY JEFFREY R Yehudai Ortav |
| ALLOGENE THERAPEUTICS INC COM 019770106 |
$12,400 | $12,400 | 328,817 sh | 328,817 sh NEW | JAY JEFFREY R Yehudai Ortav |
| INTERSECT ENT INC COM 46071F103 |
$12,199 | $12,199 | 747,926 sh | 747,926 sh NEW | JAY JEFFREY R Yehudai Ortav |
| INVENTIVA SA ADS 46124U107 |
$11,813 | $11,813 | 999,422 sh | 999,422 sh NEW | JAY JEFFREY R Yehudai Ortav |
| PUMA BIOTECHNOLOGY INC COM 74587V107 |
$11,120 | $10,155 | 1,102,073 sh | 1,009,571 sh 1091% | JAY JEFFREY R Yehudai Ortav |
| CALITHERA BIOSCIENCES INC COM 13089P101 |
$10,069 | -$1,873 | 2,918,581 sh | 656,881 sh 29% | JAY JEFFREY R Yehudai Ortav |
| KADMON HLDGS INC COM 48283N106 |
$9,800 | $6,341 | 2,500,000 sh | 1,824,321 sh 270% | JAY JEFFREY R Yehudai Ortav |
| VIEWRAY INC COM 92672L107 |
$9,295 | $3,082 | 2,655,763 sh | -118,048 sh
-4% | JAY JEFFREY R Yehudai Ortav |
| LANTHEUS HLDGS INC COM 516544103 |
$7,535 | $7,535 | 594,750 sh | 594,750 sh NEW | JAY JEFFREY R Yehudai Ortav |
| LIQUIDIA TECHNOLOGIES INC COM 53635D202 |
$5,853 | -$4,907 | 1,189,607 sh | -88,348 sh
-7% | JAY JEFFREY R Yehudai Ortav |
| CYTOKINETICS INC COM NEW 23282W605 |
$5,477 | $5,477 | Put options for 253,000 sh | 253,000 sh NEW | JAY JEFFREY R Yehudai Ortav |
| ABEONA THERAPEUTICS INC COM 00289Y107 |
$3,971 | -$17,055 | 3,892,921 sh | -3,320,091 sh
-46% | JAY JEFFREY R Yehudai Ortav |
| MILLENDO THERAPEUTICS INC COM 60040X103 |
$1,920 | -$651 | 1,177,900 sh | -282,797 sh
-19% | JAY JEFFREY R Yehudai Ortav |
| OYSTER POINT PHARMA INC COM 69242L106 |
$1,480 | -$4,719 | 70,121 sh | -144,510 sh
-67% | JAY JEFFREY R Yehudai Ortav |
| AKEBIA THERAPEUTICS INC COM 00972D105 |
$0 | -$47,667 | 0 sh | -3,510,073 sh
-100% | JAY JEFFREY R Yehudai Ortav |
| NEXTCURE INC COM 65343E108 |
$0 | -$21,433 | 0 sh | -999,666 sh
-100% | JAY JEFFREY R Yehudai Ortav |
| MOLECULAR TEMPLATES INC COM 608550109 |
$0 | -$18,553 | 0 sh | -1,345,397 sh
-100% | JAY JEFFREY R Yehudai Ortav |
| PTC THERAPEUTICS INC COM 69366J200 |
$0 | -$16,744 | 0 sh | -330,000 sh
-100% | JAY JEFFREY R Yehudai Ortav |
| AXONICS MODULATION TECH INC COM 05465P101 |
$0 | -$16,133 | 0 sh | -459,503 sh
-100% | JAY JEFFREY R Yehudai Ortav |
| Cytomx Therapeutics Inc COM 23284F105 |
$0 | -$12,067 | 0 sh | -1,448,604 sh
-100% | JAY JEFFREY R Yehudai Ortav |
| ARVINAS INC COM 04335A105 |
$0 | -$6,825 | Call options for 0 sh | -203,500 sh
-100% | JAY JEFFREY R Yehudai Ortav |
| Denali Therapeutics COM 24823R105 |
$0 | -$6,770 | 0 sh | -280,000 sh
-100% | JAY JEFFREY R Yehudai Ortav |
| Acceleron Pharma Inc COM 00434H108 |
$0 | -$5,531 | 0 sh | -58,056 sh
-100% | JAY JEFFREY R Yehudai Ortav |
| NEOLEUKIN THERAPEUTICS INC COM 64049K104 |
$0 | -$233 | 0 sh | -14,065 sh
-100% | JAY JEFFREY R Yehudai Ortav |