A concentrated, high-conviction portfolio
39 positions, updated 30 June 2026
About the company
Amgen Inc. is one of the world’s leading biotechnology companies, developing innovative therapies across multiple disease areas. Headquartered in Thousand Oaks, California (USA), the company has extensive expertise in biologics and protein-based therapeutics.Its portfolio includes medicines in oncology, cardiovascular, and inflammatory diseases. The pipeline includes a broad range of early- and late-stage programs, including biologics, bispecific antibodies, and other advanced therapeutic modalities.
About the company
Annexon Biosciences is a biotechnology company advancing a late-stage clinical platform of novel therapies for people living with devastating classical complement-mediated neuroinflammatory diseases of the body, brain, and eye. Annexon’s approach targets upstream C1q to block the classical complement inflammatory cascade before it starts, and its therapeutic candidates are designed to provide meaningful benefits across multiple autoimmune, neurodegenerative and ophthalmic diseases. Annexon is advancing its mid-to late-stage clinical trials to bring new potential treatments to patients as quickly as possible.
About the company
Argenx is a biotechnology company focused on discovery and development of targeted antibodies through its multiple antibody technology platform. The company is headquartered in Belgium with operations in US and Japan. The company´s lead product Vyvgart (also known as Efgartimod) is marketed for treating generalized Myasthenia gravis. Efgartigimod has the potential to address multiple autoimmune diseases driven by pathological immunoglobulin G. Argenx has several other product candidates in clinical development and can be considered an antibody platform company targeting novel scientific pathways in disease areas with high unmet medical needs.
About the company
Aura Biosciences, Inc. is an oncology company developing precision therapies designed to preserve organ function in solid tumors. Headquartered in Boston, Massachusetts (USA), the company is leveraging its virus-like drug conjugate platform to create targeted cancer treatments with an initial focus on ocular and urologic oncology. Its lead candidate, bel-sar (AU-011), is being developed primarily for early choroidal melanoma. The pipeline also includes development in non-muscle invasive bladder cancer and other ocular oncology programs.
About the company
Avalyn Pharma Inc. is a clinical-stage biopharmaceutical company focused on inhaled therapies for serious, rare respiratory diseases. Headquartered in Boston, Massachusetts (USA), the company is developing a pipeline designed to improve the benefit-risk profile of established pulmonary fibrosis medicines through direct lung delivery. Its lead candidate, AP01, is an inhaled pirfenidone program for pulmonary fibrosis. The pipeline also includes AP02, an inhaled nintedanib program, and AP03, a preclinical fixed-dose inhaled combination of pirfenidone and nintedanib.
About the company
BridgeBio Pharma, Inc. is a biotechnology company focused on discovering and developing transformative medicines for rare diseases. Headquartered in Palo Alto, California (USA), the company spans commercial and clinical-stage programs across multiple rare disease areas. Its lead driver of revenue, acoramidis (Attruby), is a transthyretin stabilizer for transthyretin amyloid cardiomyopathy. The pipeline also includes BBP-418 for LGMD2I/R9, encaleret for autosomal dominant hypocalcemia type 1, infigratinib for achondroplasia, and other precision medicine programs.
About the company
Celldex Therapeutics is a clinical stage biotechnology company dedicated to developing monoclonal and bispecific antibodies that address devastating diseases for which available treatments are inadequate. The pipeline includes antibody-based therapeutics that have the ability to engage the human immune system and/or directly affect critical pathways to improve the lives of patients with inflammatory diseases and many forms of cancer. The company's lead product candidate Barzolvolimab is a first in class Fc silenced human IgG1 monoclonal antibody (mAb) against wildtype c-KIT receptor leading to depletion and/or inhibition of mast cell activation. The company is on track to start Phase III barzolvolimab clinical development in Chronic spontaneous Urticaria during 2024 and to report Phase II clinical data in Chronic Inducible Urticaria as well as Eosinophilic Esophagitis.
About the company
CG Oncology, Inc. is a late-stage clinical biopharmaceutical company focused on bladder cancer and bladder-sparing immunotherapy. Headquartered in Dallas, Texas (USA), the company is developing a potential backbone therapy for non-muscle invasive bladder cancer. Its lead candidate, cretostimogene grenadenorepvec, is an oncolytic immunotherapy designed for bladder-sparing treatment of high-risk non-muscle invasive bladder cancer. The pipeline is centered on this candidate across multiple monotherapy and combination studies, with development expanding into additional bladder cancer settings.
About the company
Crinetics Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company focused on developing oral therapies for endocrine disorders. Headquartered in San Diego, California (USA), the company targets rare hormonal diseases.Its lead candidate, paltusotine, is an oral somatostatin receptor agonist for acromegaly and neuroendocrine tumors. The pipeline includes additional programs targeting endocrine conditions with high unmet need.
About the company
Disc Medicine, Inc. is a clinical-stage biotechnology company focused on developing therapies for hematologic diseases, particularly those related to iron homeostasis and erythropoiesis. Headquartered in Watertown, Massachusetts (USA), the company targets rare blood disorders.Its pipeline includes multiple candidates targeting key regulators such as hepcidin to treat disorders of iron metabolism.
About the company
Enliven Therapeutics, Inc. is a clinical-stage biopharmaceutical company focused on developing targeted cancer therapies. Headquartered in Boulder, Colorado (USA), the company uses a rational drug design approach to create selective kinase inhibitors.Its lead candidate, ELVN-001, is a BCR-ABL inhibitor for chronic myeloid leukemia (CML). The pipeline also includes ELVN-002, a HER2 inhibitor for certain solid tumors.
About the company
Damora Therapeutics, Inc. is a clinical-stage biotechnology company focused on developing novel disease-modifying therapies for hematologic disorders. Headquartered in Waltham, Massachusetts (USA), the company is advancing innovative biologics designed to directly target underlying genetic disease drivers, particularly in rare blood disorders with high unmet medical need.Its lead candidate, DMR-001, is a monoclonal antibody targeting mutant calreticulin (mutCALR) for the treatment of myeloproliferative neoplasms such as essential thrombocythemia and myelofibrosis. The broader pipeline includes additional mutCALR-targeted programs (e.g., DMR-002, DMR-003) as well as other approaches, including small molecule therapies for acute myeloid leukemia. The company aims to deliver first-in-class, disease-modifying treatments for genetically defined hematologic malignancie
About the company
Gilead Sciences, Inc. is a global biopharmaceutical company focused on antiviral therapies and innovative treatments for serious diseases. Headquartered in Foster City, California (USA).Key products include HIV therapies and cell therapies such as Yescarta and Tecartus. Its pipeline spans virology, oncology, and inflammatory diseases.
About the company
Hemab Therapeutics Holdings, Inc., headquartered in Cambridge, Massachusetts (USA), with operations in Copenhagen, Denmark, is a clinical-stage biotechnology company focused on reimagining the treatment of rare bleeding and thrombotic disorders. Its lead candidate, sutacimig (formerly HMB-001), is being developed for Glanzmann thrombasthenia and factor VII deficiency. The pipeline also includes HMB-002 for von Willebrand disease and additional coagulation-disorder programs.
About the company
Immunocore is a biotechnology company focused on developing T cell receptor treatments for unmet medical needs in cancer, infectious diseases, and autoimmune diseases. The company was founded in 2008 and is headquartered in Oxfordshire in the UK. Immunocore are enhancing human T cell receptors to overcome the limitations of the natural immune system and current therapeutics approaches, through engineering novel bispecific drugs called ImmTAX molecules. In early 2022 their product Kimmtrak was approved for the treatment of metastatic uveal melanoma. The company has several product candidates in clinical development including IMC-F106C, which is being tested in multiple types of cancer.
About the company
Insmed Incorporated is a global biopharmaceutical company focused on developing innovative therapies for patients with serious and rare diseases, particularly pulmonary and inflammatory disorders. Headquartered in Bridgewater, New Jersey (USA), the company combines commercial expertise with a strong late-stage development pipeline. Its lead commercial product, Brinsupri (brensocatib), is an oral DPP1 inhibitor approved for the treatment of patients with non-cystic fibrosis bronchiectasis (NCFB). The pipeline includes TPIP, an inhaled treprostinil prodrug for pulmonary arterial hypertension and pulmonary hypertension associated with interstitial lung disease, as well as additional respiratory and inflammatory disease programs.
About the company
Ionis Pharmaceuticals is a biotechnology company focused on developing RNA-targeted drugs. Its technology platform in the antisense space allows for the control of protein production and reduction at a genetic level. Ionis´ antisense drugs are designed to interact precisely with RNA, allowing them to create treatments that disrupt the disease process and change its course. The company – on its own and in collaboration with its partners – has brought five drugs to the market already and currently has more than ten drug candidates in mid- to late-stage clinical development. The five approved drugs are Spinraza (partnered with Biogen) for spinal muscular atrophy, Tegsedi for hereditary transthyretin amyloidosis polyneuropathy, Waylivra for familial chylomicronemia syndrome, Qalsody (partnered with Biogen) for ALS and Wainua (partnered with AstraZeneca) for polyneuropathy.
About the company
Jade Biosciences, Inc. is a clinical-stage biotechnology company focused on developing potentially best-in-class therapies for patients living with autoimmune diseases and other serious conditions with high unmet medical need. The company was founded in 2024 and is headquartered in Waltham, Massachusetts, USA. Jade’s programs build on discovery-stage assets licensed from Paragon Therapeutics, an antibody discovery engine, and are designed to transform the standard of care in immunology and inflammation indications.The lead candidate, JADE101, is a monoclonal antibody that inhibits the cytokine APRIL (A PRoliferation-Inducing Ligand) and is being developed for the treatment of immunoglobulin A nephropathy (IgAN), with first-in-human clinical studies anticipated. The company’s pipeline also includes additional development candidates such as JADE201 and JADE-003 in preclinical stages, aimed at addressing other autoimmune targets.
About the company
Krystal Biotech, Inc. is a biotechnology company focused on developing and commercializing genetic therapies for rare and serious diseases. Headquartered in Pittsburgh, Pennsylvania (USA), the company leverages a proprietary HSV-1 based gene delivery platform to develop targeted treatments for genetically driven conditions.Its commercial product Vyjuvek is a gene therapy for dystrophic epidermolysis bullosa. In addition, the company is advancing a pipeline of genetic medicines in clinical and preclinical development, including programs in dermatology and respiratory diseases, aiming to directly address the underlying genetic causes of disease.
About the company
Niroda Therapeutics, Inc. is a privately held pain-focused biotechnology company based in Short Hills, New Jersey (USA). It has licensed exclusive global rights outside of Asia for aneratrigine, a next-generation non-opioid analgesic candidate targeting NaV1.7, for the treatment of chronic and neuropathic pain.
About the company
Nuvalent, Inc. is a clinical-stage biopharmaceutical company focused on developing novel, selective kinase inhibitors for genetically defined cancers. Headquartered in Cambridge, Massachusetts (USA), the company applies a rational drug design approach to create highly selective molecules designed to improve efficacy and tolerability, particularly in overcoming resistance to existing targeted therapies.Its lead candidates include zidesamtinib (NVL-520), a selective ROS1 inhibitor for the treatment of ROS1-positive non-small cell lung cancer (NSCLC), and neladalkib (NVL-655), an ALK-selective inhibitor for ALK-positive tumors. Both programs are in clinical development and are designed to differentiate through improved selectivity and central nervous system (CNS) activity.
About the company
Monte Rosa Therapeutics, Inc. is a clinical-stage biotechnology company focused on developing molecular glue degraders for targeted protein degradation. Headquartered in Boston, Massachusetts (USA), the company applies a novel approach to drug discovery.Its pipeline includes multiple programs in oncology and immunology designed to selectively degrade disease-driving proteins, including early clinical candidates.
About the company
Oruka Therapeutics is a clinical-stage biotechnology company focused on developing innovative antibody therapies for immunological diseases. Based in the United States, the company aims to create differentiated biologics with improved durability and efficacy.Its pipeline includes antibody programs targeting autoimmune and inflammatory diseases, with a focus on enhancing treatment outcomes and dosing convenience.
About the company
Palvella Therapeutics, Inc. is a clinical-stage biopharmaceutical company focused on developing and commercializing novel therapies for serious, rare genetic skin diseases and vascular malformations. Headquartered in Wayne, Pennsylvania (USA), the company is building a pipeline around its QTORIN platform. Its lead candidate, QTORIN rapamycin, is a 3.9% rapamycin anhydrous gel being developed for microcystic lymphatic malformations. The pipeline also includes development in cutaneous venous malformations, clinically significant angiokeratomas, and other rare mTOR-driven dermatologic diseases.
About the company
Parabilis Medicines, Inc. is a clinical-stage oncology company focused on developing Helicon peptide therapeutics against historically undruggable protein targets. Headquartered in Cambridge, Massachusetts (USA), the company is using its Helicon platform to modulate key oncogenic pathways. Its lead candidate, zolucatetide (formerly FOG-001), is a first-in-class direct inhibitor of the beta-catenin/TCF interaction being studied in desmoid tumors and other Wnt/beta-catenin-driven indications. The pipeline also includes additional programs across colorectal cancer, hepatocellular carcinoma, familial adenomatous polyposis, and other solid tumors.
About the company
Relay Therapeutics is a clinical-stage precision medicines company transforming the drug discovery process with the goal of bringing life-changing therapies to patients. Built on unparalleled insights into protein motion and how this dynamic behavior relates to protein function, Relay Therapeutics aims to effectively drug protein targets that have previously been intractable, with an initial focus on enhancing small molecule therapeutic discovery in targeted oncology. The company’s Dynamo platform integrates an array of leading-edge experimental and computational approaches to provide a differentiated understanding of protein structure and motion to drug these targets. The company has deployed its Dynamo platform to initially focus on the area of precision oncology. Most advanced clinical candidate is RLY-2608, a pan PI3Kα for the treatment of metastatic breast cancer with a PI3Kα mutation currently in Phase I/II dose expansion in combination with Standard of care.
About the company
Regeneron Pharmaceuticals, Inc. is a global biopharmaceutical company focused on discovering, developing, and commercializing innovative medicines. Headquartered in Tarrytown, New York (USA), the company leverages proprietary technologies such as VelociSuite to develop monoclonal antibodies and other biologics.Key products include Eylea (ophthalmology), Dupixent (in partnership with Sanofi, inflammatory diseases), and Libtayo (oncology). Its broad pipeline spans immunology, oncology, rare diseases, and cardiovascular conditions.
About the company
Revolution Medicines is a clinical-stage precision oncology company focused on developing novel targeted therapies to inhibit elusive frontier targets within notorious growth and survival pathways, with particular emphasis on RAS and associated signaling pathways. The company is utilizing its deep understanding of genetic drivers and adaptive resistance mechanisms in cancer, coupled with robust drug discovery and medicinal chemistry capabilities, to build a portfolio of compounds that inhibit critical signaling nodes within the RAS and associated pathways. The company is developing a portfolio of mutant-selective RAS inhibitors that could be the first potent, selective, cell-active inhibitors of the active, GTP-bound form of RAS, or RAS(ON). Lead asset is RMC-6236, a multi-selctive KRAS inhibitor that hass shown encouraging signs of antitumor efficacy in lung as well as pancreatic cancer with any type of KRAS mutation.
About the company
Rivus Pharmaceuticals is a non-listed biotechnology company focused on developing a new class of medicines designed to address obesity. The company was founded in 2019 and is headquartered in Charlottesville, Virginia in the US. Rivus is advancing a new class of therapies called Controlled Metabolic Accelerators (CMAs) designed to selectively reduce excess fat by leveraging mitochondrial uncoupling. For its lead program HU6, Rivus has completed Phase I studies and a Phase IIa metabolic study. Rivus recently initiated a Phase IIa study in obese patients with heart failure with preserved ejection fraction and plans to initiate a Phase IIb study in obesity, including a subset of patients with type 2 diabetes, in 2023. Rivus is expanding the therapeutic utility of mitochondrial uncoupling with new CMAs targeting a myriad of diseases where preclinical evidence for safe metabolic acceleration is strong and the therapeutic need is substantial.
About the company
Seaport Therapeutics is a clinical-stage therapeutics company developing novel neuropsychiatric medicines using its proprietary Glyph platform. Headquartered in Boston, Massachusetts (USA), the company is focused on creating oral prodrugs designed to improve the tolerability and usability of proven psychiatric and neurologic mechanisms. Its lead candidate, GlyphAgo (SPT-320), is an oral prodrug of agomelatine being developed for generalized anxiety disorder. The pipeline also includes GlyphAllo (SPT-300) for major depressive disorder, GlyphCele for metabolic and inflammatory biology, and additional discovery-stage programs.
About the company
Scholar Rock is a biotechnology company focused on developing monoclonal antibodies that are able to modulate growth factors with extraordinary selectivity. The company was founded in 2012 and is headquartered in Cambridge, Massachusetts, in the US. Scholar Rock has a technology platform based on the understanding of the extracellular activation of growth factors. The company develops antibodies to target the latent, inactive forms of growth factors to selectively and locally modulate growth factor activity within the tissue microenvironment. The lead asset, apitegromab, is an antibody targeting TGF-β currently in Phase III clinical development for Spinal Muscular Dystrophy Type 2 and 3 with data expected in late 2024.
About the company
Spyre Therapeutics, Inc. is a clinical-stage biotechnology company focused on next-generation antibody therapies for immunology. Headquartered in Waltham, Massachusetts (USA), the company is developing long-acting antibodies designed to provide more complete disease control and simpler dosing. Its lead program, SPY001, is an anti-α4β7 antibody for inflammatory bowel disease, while the pipeline also includes SPY002, SPY003, SPY072 and combination approaches for IBD, with additional work spanning rheumatic diseases.
About the company
Tango Therapeutics, Inc. is a clinical-stage biotechnology company focused on developing precision oncology therapies. Headquartered in Boston, Massachusetts (USA), the company leverages genetic insights such as synthetic lethality to identify novel cancer targets.Its lead candidate, vopimetostat, is a PRMT5 inhibitor being developed for MTAP-deleted tumors. The pipeline further includes multiple early-stage programs targeting genetically defined subsets of solid tumors.
About the company
Ultragenyx Pharmaceutical Inc. is a biopharmaceutical company focused on developing and commercializing therapies for rare and ultra-rare diseases. Headquartered in Novato, California (USA), the company targets severe genetic disorders.Its portfolio includes approved therapies for rare diseases, while the pipeline spans gene therapies, enzyme replacement therapies, and RNA-based approaches.
About the company
United Therapeutics Corporation is a biotechnology company focused on chronic and rare life-threatening diseases, with a particular emphasis on cardiopulmonary disease and transplant-enabling technologies. Headquartered in Silver Spring, Maryland (USA), with major operations in Research Triangle Park, North Carolina, the company has a broad commercial base and a pipeline that extends into pulmonary fibrosis and organ alternative platforms. Its lead franchise includes Tyvaso and Tyvaso DPI, treprostinil-based therapies for pulmonary arterial hypertension and pulmonary hypertension associated with interstitial lung disease. The pipeline also includes the ralinepag program and the TETON studies in idiopathic pulmonary fibrosis, alongside organ manufacturing and transplant technologies.
About the company
Vaxcyte, Inc. is a biotechnology company focused on developing innovative vaccines to prevent bacterial infectious diseases. Headquartered in San Carlos, California (USA), the company leverages a proprietary conjugate vaccine platform.Its lead candidate, VAX-24, is a 24-valent pneumococcal conjugate vaccine candidate. The pipeline includes additional vaccines targeting invasive bacterial infections.
About the company
Vera Therapeutics, Inc. is a clinical-stage biotechnology company developing innovative therapies for serious immunological diseases. Headquartered in Brisbane, California (USA), the company focuses on nephrology and autoimmune conditions with high unmet medical need.Its lead candidate, atacicept, modulates B-cell activating factors and is being developed for IgA nephropathy. The company is also exploring additional immunological indications to target key disease-driving pathways.
About the company
Vertex is a biotechnology company focused primarily on treatments for the genetic disease cystic fibrosis, as well as other unmet medical needs. Founded in 1989, the company is headquartered in Cambridge, Massachusetts, in the US, with operations across Europe, Australia, and Latin America. The company has a number of approved medicines that treat the underlying cause of cystic fibrosis – a rare and life-threatening genetic disease. The approved drugs in this disease area include Kalydeco, Orkambi, Symdeko, and Trikafta. Besides cystic fibrosis, Vertex has a pipeline of investigational small molecule medicines for other serious diseases where it has deep insight into causal human biology, including alpha-1 antitrypsin deficiency, APOL1-mediated kidney diseases, and pain. In addition, the company has a partnership with Crispr Therapeutics for the development and commercialization of Casgevy, the first ex-vivo cell therapy ever been approved by the US FDA (December 2023) for patients with sickle cell therapy.
About the company
Viridian Therapeutics, Inc. is a clinical-stage biotechnology company focused on developing novel therapies for autoimmune and rare diseases. Headquartered in Waltham, Massachusetts (USA), the company leverages advanced antibody technologies to create differentiated biologics.Its lead candidate, veligrotug (VRDN-001), is an IGF-1R antagonist for the treatment of Thyroid Eye Disease (TED). The broader pipeline includes additional IGF-1R-targeting antibodies as well as programs targeting the TSH receptor and FcRn inhibitors for potential applications in other autoimmune diseases.
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