Logos Global Management LP Quant / Systematic

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TERN	TERNS PHARMACEUTICALS INC	750,000	$30,300	1.8%	$23.11	0.0%	COM	880881107
RCUS	ARCUS BIOSCIENCES INC	1,050,000	$25,022	1.5%	—	—	CALL	03969F109
MLTX	MOONLAKE IMMUNOTHERAPEUTICS	1,750,000	$23,065	1.4%	$11.80	0.0%	CLASS A ORD	61559X104
ACAD	ACADIA PHARMACEUTICALS INC	850,000	$22,704	1.4%	$23.90	0.0%	COM	004225108
CYTK	CYTOKINETICS INC	300,000	$19,062	1.2%	$62.21	0.0%	COM NEW	23282W605
MIRM	MIRUM PHARMACEUTICALS INC	225,000	$17,773	1.1%	$71.78	0.0%	COM	604749101
NAMS	NEWAMSTERDAM PHARMA COMPANY	450,000	$15,786	1.0%	$36.39	0.0%	ORDINARY SHARES	N62509109
KNSA	KINIKSA PHARMACEUTICALS INTL	350,000	$14,438	0.9%	$40.11	0.0%	ORD SHS CL A	G52694109
SLNO	SOLENO THERAPEUTICS INC	300,000	$13,890	0.8%	$54.83	0.0%	COM	834203309
NERV	MINERVA NEUROSCIENCES INC	3,311,000	$13,310	0.8%	$3.71	0.0%	COM NEW	603380205
CLDX	CELLDEX THERAPEUTICS INC NEW	350,000	$9,506	0.6%	$26.34	0.0%	COM NEW	15117B202
NRIX	NURIX THERAPEUTICS INC	500,000	$9,485	0.6%	$14.37	0.0%	COM	67080M103
IMTX	IMMATICS N.V	850,000	$8,925	0.5%	—	—	CALL	N44445109
CGON	CG ONCOLOGY INC	200,000	$8,304	0.5%	$41.38	0.0%	COM	156944100
TYRA	TYRA BIOSCIENCES INC	210,000	$5,521	0.3%	$18.37	0.0%	COM	90240B106
IMMX	IMMIX BIOPHARMA INC	1,000,000	$5,230	0.3%	$4.12	0.0%	COM	45258H106
NGNE	NEUROGENE INC	195,000	$4,017	0.2%	$24.89	0.0%	COM	64135M105
IBIO	IBIO INC	2,000,000	$3,860	0.2%	$1.36	0.0%	COM NEW	451033708
CRVS	CORVUS PHARMACEUTICALS INC	500,000	$3,850	0.2%	$7.89	0.0%	COM	221015100
ORIC	ORIC PHARMACEUTICALS INC	450,000	$3,681	0.2%	$11.51	0.0%	COM	68622P109
DAWN	DAY ONE BIOPHARMACEUTICALS I	300,000	$2,796	0.2%	$8.35	0.0%	COM	23954D109
PTN	PALATIN TECHNOLOGIES INC	140,000	$2,153	0.1%	$13.14	0.0%	COM NEW	696077601
VOR	VOR BIOPHARMA INC	100,000	$1,308	0.1%	$18.62	0.0%	COM NEW	929033207
DBVT	DBV TECHNOLOGIES S A	25,000	$479	0.0%	$19.17	—	SPONSORED ADS	23306J309

Increased Positions (15)

PRAX PRAXIS PRECISION MEDICINES I 6.7%

Value ($000) $110,528 (+1568.3%) Shares 375,000 (+200.0%) Est. Cost $136.84 Unrealized +36.1%

RVMD REVOLUTION MEDICINES INC 9.6%

Value ($000) $159,300 (+94.9%) Shares 2,000,000 (+14.3%) Est. Cost $42.87 Unrealized +52.9%

IDYA IDEAYA BIOSCIENCES INC 6.5%

Value ($000) $108,031 (+76.5%) Shares 3,125,000 (+38.9%) Est. Cost $26.93 Unrealized +18.4%

IMVT IMMUNOVANT INC 2.1%

Value ($000) $34,953 (+688.5%) Shares 1,375,000 (+400.0%) Est. Cost $22.78 Unrealized -2.1%

TNGX TANGO THERAPEUTICS INC 2.2%

Value ($000) $37,212 (+366.3%) Shares 4,200,000 (+342.1%) Est. Cost $8.20 Unrealized +5.1%

BIIB BIOGEN INC 2.1%

Value ($000) $35,198 (+151.3%) Shares 200,000 (+100.0%) Est. Cost $143.99 Unrealized +13.5%

IRON DISC MEDICINE INC 2.4%

Value ($000) $40,499 (+36.2%) Shares 510,000 (+13.3%) Est. Cost $50.26 Unrealized +68.1%

JANX JANUX THERAPEUTICS INC 0.8%

Value ($000) $13,800 (-39.6%) Shares 1,000,000 (+7.0%) Est. Cost $41.54 Unrealized -43.4%

LBRX LB PHARMACEUTICALS INC 1.6%

Value ($000) $26,712 (+49.7%) Shares 1,200,000 (+6.2%) Est. Cost $15.96 Unrealized +9.4%

PCVX VAXCYTE INC 1.8%

Value ($000) $29,991 (+33.2%) Shares 650,000 (+4.0%) Est. Cost $33.58 Unrealized +33.2%

DNTH DIANTHUS THERAPEUTICS INC 0.8%

Value ($000) $12,981 (+64.9%) Shares 315,000 (+57.5%) Est. Cost $30.38 Unrealized +27.6%

OCUL OCULAR THERAPEUTIX INC 2.6%

Value ($000) $42,490 (+11.8%) Shares 3,500,000 (+7.7%) Est. Cost $7.12 Unrealized +70.5%

GUTS FRACTYL HEALTH INC 0.1%

Value ($000) $2,420 (+204.4%) Shares 1,100,000 (+120.0%) Est. Cost $1.47 Unrealized +9.7%

QURE UNIQURE NV 1.0%

Value ($000) $16,153 (-7.8%) Shares 675,000 (+125.0%) Est. Cost $29.51 Unrealized +30.8%

MREO MEREO BIOPHARMA GROUP PLC 0.0%

Value ($000) $771 (-25.2%) Shares 1,850,000 (+270.0%) Est. Cost $0.86 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PRAX	PRAXIS PRECISION MEDICINES I	375,000 (+200.0%)	$110,528 (+1568.3%)	6.7%	$136.84	+36.1%	COM NEW	74006W207
RVMD	REVOLUTION MEDICINES INC	2,000,000 (+14.3%)	$159,300 (+94.9%)	9.6%	$42.87	+52.9%	COM	76155X100
IDYA	IDEAYA BIOSCIENCES INC	3,125,000 (+38.9%)	$108,031 (+76.5%)	6.5%	$26.93	+18.4%	COM	45166A102
IMVT	IMMUNOVANT INC	1,375,000 (+400.0%)	$34,953 (+688.5%)	2.1%	$22.78	-2.1%	COM	45258J102
TNGX	TANGO THERAPEUTICS INC	4,200,000 (+342.1%)	$37,212 (+366.3%)	2.2%	$8.20	+5.1%	COM	87583X109
BIIB	BIOGEN INC	200,000 (+100.0%)	$35,198 (+151.3%)	2.1%	$143.99	+13.5%	COM	09062X103
IRON	DISC MEDICINE INC	510,000 (+13.3%)	$40,499 (+36.2%)	2.4%	$50.26	+68.1%	COM	254604101
JANX	JANUX THERAPEUTICS INC	1,000,000 (+7.0%)	$13,800 (-39.6%)	0.8%	$41.54	-43.4%	COM	47103J105
LBRX	LB PHARMACEUTICALS INC	1,200,000 (+6.2%)	$26,712 (+49.7%)	1.6%	$15.96	+9.4%	COM SHS	50180M108
PCVX	VAXCYTE INC	650,000 (+4.0%)	$29,991 (+33.2%)	1.8%	$33.58	+33.2%	COM	92243G108
DNTH	DIANTHUS THERAPEUTICS INC	315,000 (+57.5%)	$12,981 (+64.9%)	0.8%	$30.38	+27.6%	COM	252828108
OCUL	OCULAR THERAPEUTIX INC	3,500,000 (+7.7%)	$42,490 (+11.8%)	2.6%	$7.12	+70.5%	COM	67576A100
GUTS	FRACTYL HEALTH INC	1,100,000 (+120.0%)	$2,420 (+204.4%)	0.1%	$1.47	+9.7%	COM	35168W103
QURE	UNIQURE NV	675,000 (+125.0%)	$16,153 (-7.8%)	1.0%	$29.51	+30.8%	SHS	N90064101
MREO	MEREO BIOPHARMA GROUP PLC	1,850,000 (+270.0%)	$771 (-25.2%)	0.0%	$0.86	—	SPON ADS	589492107

Exited Positions (14)

— AKERO THERAPEUTICS INC 3.4%

Value ($000) $56,976 Shares 1,200,000 Est. Cost $36.78 Unrealized —

ARVN ARVINAS INC 2.9%

Value ($000) $47,499 Shares 5,575,000 Est. Cost $7.45 Unrealized +46.4%

PTGX PROTAGONIST THERAPEUTICS INC 1.2%

Value ($000) $19,929 Shares 300,000 Est. Cost $56.84 Unrealized +44.0%

KROS KEROS THERAPEUTICS INC 0.8%

Value ($000) $13,447 Shares 850,000 Est. Cost $11.61 Unrealized +51.1%

JANX JANUX THERAPEUTICS INC 0.7%

Value ($000) $12,220 Shares 500,000 Est. Cost $41.54 Unrealized -43.4%

LRMR LARIMAR THERAPEUTICS INC 0.5%

Value ($000) $8,075 Shares 2,500,000 Est. Cost — Unrealized —

COGT COGENT BIOSCIENCES INC 0.4%

Value ($000) $7,180 Shares 500,000 Est. Cost $11.85 Unrealized +137.3%

IMRX IMMUNEERING CORP 0.4%

Value ($000) $6,650 Shares 950,000 Est. Cost $5.19 Unrealized +23.7%

SRRK SCHOLAR ROCK HLDG CORP 0.4%

Value ($000) $6,517 Shares 175,000 Est. Cost $34.98 Unrealized +7.2%

EPRX EUPRAXIA PHARMACEUTICALS INC 0.3%

Value ($000) $5,310 Shares 900,000 Est. Cost $5.44 Unrealized +13.3%

— ASTRIA THERAPEUTICS INC 0.2%

Value ($000) $3,640 Shares 500,000 Est. Cost $11.75 Unrealized —

PEPG PEPGEN INC 0.2%

Value ($000) $3,465 Shares 750,000 Est. Cost $1.61 Unrealized +222.0%

ESPR ESPERION THERAPEUTICS INC NE 0.1%

Value ($000) $1,988 Shares 750,000 Est. Cost $1.93 Unrealized +67.1%

ALEC ALECTOR INC 0.1%

Value ($000) $1,480 Shares 500,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	AKERO THERAPEUTICS INC	1,200,000	$56,976	3.4%	$36.78	—	—	00973Y108
ARVN	ARVINAS INC	5,575,000	$47,499	2.9%	$7.45	+46.4%	—	04335A105
PTGX	PROTAGONIST THERAPEUTICS INC	300,000	$19,929	1.2%	$56.84	+44.0%	—	74366E102
KROS	KEROS THERAPEUTICS INC	850,000	$13,447	0.8%	$11.61	+51.1%	—	492327101
JANX	JANUX THERAPEUTICS INC	500,000	$12,220	0.7%	$41.54	-43.4%	CALL	47103J105
LRMR	LARIMAR THERAPEUTICS INC	2,500,000	$8,075	0.5%	—	—	CALL	517125100
COGT	COGENT BIOSCIENCES INC	500,000	$7,180	0.4%	$11.85	+137.3%	—	19240Q201
IMRX	IMMUNEERING CORP	950,000	$6,650	0.4%	$5.19	+23.7%	—	45254E107
SRRK	SCHOLAR ROCK HLDG CORP	175,000	$6,517	0.4%	$34.98	+7.2%	—	80706P103
EPRX	EUPRAXIA PHARMACEUTICALS INC	900,000	$5,310	0.3%	$5.44	+13.3%	—	29842P105
—	ASTRIA THERAPEUTICS INC	500,000	$3,640	0.2%	$11.75	—	—	04635X102
PEPG	PEPGEN INC	750,000	$3,465	0.2%	$1.61	+222.0%	—	713317105
ESPR	ESPERION THERAPEUTICS INC NE	750,000	$1,988	0.1%	$1.93	+67.1%	—	29664W105
ALEC	ALECTOR INC	500,000	$1,480	0.1%	—	—	CALL	014442107

Decreased Positions (20)

— CIDARA THERAPEUTICS INC 4.1%

Value ($000) $68,476 (+90.7%) Shares 310,000 (-17.3%) Est. Cost $71.92 Unrealized —

VSTM VERASTEM INC 0.8%

Value ($000) $13,124 (-63.3%) Shares 1,700,000 (-58.0%) Est. Cost $7.15 Unrealized +24.6%

ABVX ABIVAX SA 3.3%

Value ($000) $53,942 (+53.1%) Shares 400,000 (-3.6%) Est. Cost $84.90 Unrealized —

GPCR STRUCTURE THERAPEUTICS INC 2.5%

Value ($000) $41,730 (+75.3%) Shares 600,000 (-29.4%) Est. Cost $29.38 Unrealized —

ERAS ERASCA INC 2.9%

Value ($000) $48,360 (+46.4%) Shares 13,000,000 (-14.2%) Est. Cost $2.31 Unrealized +21.8%

RNA AVIDITY BIOSCIENCES INC 2.2%

Value ($000) $36,065 (+38.0%) Shares 500,000 (-16.7%) Est. Cost $30.30 Unrealized +113.2%

AMLX AMYLYX PHARMACEUTICALS INC 0.7%

Value ($000) $11,476 (-41.8%) Shares 950,000 (-34.5%) Est. Cost $9.41 Unrealized +44.3%

CNTA CENTESSA PHARMACEUTICALS PLC 0.3%

Value ($000) $5,002 (-60.7%) Shares 200,000 (-61.9%) Est. Cost $24.25 Unrealized —

MAZE MAZE THERAPEUTICS INC 2.4%

Value ($000) $39,359 (+23.7%) Shares 950,000 (-22.6%) Est. Cost $14.47 Unrealized +137.6%

ACLX ARCELLX INC 0.5%

Value ($000) $7,498 (-44.6%) Shares 115,000 (-30.3%) Est. Cost $71.99 Unrealized +10.8%

DYN DYNE THERAPEUTICS INC 1.5%

Value ($000) $24,450 (-19.5%) Shares 1,250,000 (-47.9%) Est. Cost $13.80 Unrealized +37.2%

DSGN DESIGN THERAPEUTICS INC 1.4%

Value ($000) $23,450 (-14.8%) Shares 2,500,000 (-31.6%) Est. Cost $19.27 Unrealized -59.4%

KYMR KYMERA THERAPEUTICS INC 0.6%

Value ($000) $10,115 (-28.5%) Shares 130,000 (-48.0%) Est. Cost $45.10 Unrealized +49.7%

ACRS ACLARIS THERAPEUTICS INC 0.1%

Value ($000) $1,806 (-36.6%) Shares 600,000 (-60.0%) Est. Cost $2.49 Unrealized +1.6%

CMPX COMPASS THERAPEUTICS INC 0.4%

Value ($000) $6,176 (-13.9%) Shares 1,150,000 (-43.9%) Est. Cost $3.16 Unrealized +46.2%

PHVS PHARVARIS N V 0.2%

Value ($000) $2,775 (-25.9%) Shares 100,000 (-33.3%) Est. Cost $22.18 Unrealized +8.6%

SEPN SEPTERNA INC 0.0%

Value ($000) $657 (-58.2%) Shares 23,548 (-71.8%) Est. Cost $23.65 Unrealized +1.0%

TRVI TREVI THERAPEUTICS INC 1.2%

Value ($000) $19,406 (-3.6%) Shares 1,550,000 (-29.5%) Est. Cost $6.26 Unrealized +84.7%

JBIO JADE BIOSCIENCES INC 0.4%

Value ($000) $6,095 (+13.0%) Shares 395,000 (-36.8%) Est. Cost $33.31 Unrealized -64.8%

RYTM RHYTHM PHARMACEUTICALS INC 1.2%

Value ($000) $20,338 (+0.7%) Shares 190,000 (-5.0%) Est. Cost $72.29 Unrealized +46.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	CIDARA THERAPEUTICS INC	310,000 (-17.3%)	$68,476 (+90.7%)	4.1%	$71.92	—	COM NEW	171757206
VSTM	VERASTEM INC	1,700,000 (-58.0%)	$13,124 (-63.3%)	0.8%	$7.15	+24.6%	COM NEW	92337C203
ABVX	ABIVAX SA	400,000 (-3.6%)	$53,942 (+53.1%)	3.3%	$84.90	—	SPONSORED ADS	00370M103
GPCR	STRUCTURE THERAPEUTICS INC	600,000 (-29.4%)	$41,730 (+75.3%)	2.5%	$29.38	—	SPONSORED ADS	86366E106
ERAS	ERASCA INC	13,000,000 (-14.2%)	$48,360 (+46.4%)	2.9%	$2.31	+21.8%	COM	29479A108
RNA	AVIDITY BIOSCIENCES INC	500,000 (-16.7%)	$36,065 (+38.0%)	2.2%	$30.30	+113.2%	COM	05370A108
AMLX	AMYLYX PHARMACEUTICALS INC	950,000 (-34.5%)	$11,476 (-41.8%)	0.7%	$9.41	+44.3%	COM	03237H101
CNTA	CENTESSA PHARMACEUTICALS PLC	200,000 (-61.9%)	$5,002 (-60.7%)	0.3%	$24.25	—	SPONSORED ADS	152309100
MAZE	MAZE THERAPEUTICS INC	950,000 (-22.6%)	$39,359 (+23.7%)	2.4%	$14.47	+137.6%	COM	578784100
ACLX	ARCELLX INC	115,000 (-30.3%)	$7,498 (-44.6%)	0.5%	$71.99	+10.8%	COMMON STOCK	03940C100
DYN	DYNE THERAPEUTICS INC	1,250,000 (-47.9%)	$24,450 (-19.5%)	1.5%	$13.80	+37.2%	COM	26818M108
DSGN	DESIGN THERAPEUTICS INC	2,500,000 (-31.6%)	$23,450 (-14.8%)	1.4%	$19.27	-59.4%	COM	25056L103
KYMR	KYMERA THERAPEUTICS INC	130,000 (-48.0%)	$10,115 (-28.5%)	0.6%	$45.10	+49.7%	COM	501575104
ACRS	ACLARIS THERAPEUTICS INC	600,000 (-60.0%)	$1,806 (-36.6%)	0.1%	$2.49	+1.6%	COM	00461U105
CMPX	COMPASS THERAPEUTICS INC	1,150,000 (-43.9%)	$6,176 (-13.9%)	0.4%	$3.16	+46.2%	COM	20454B104
PHVS	PHARVARIS N V	100,000 (-33.3%)	$2,775 (-25.9%)	0.2%	$22.18	+8.6%	COM	N69605108
SEPN	SEPTERNA INC	23,548 (-71.8%)	$657 (-58.2%)	0.0%	$23.65	+1.0%	COM	81734D104
TRVI	TREVI THERAPEUTICS INC	1,550,000 (-29.5%)	$19,406 (-3.6%)	1.2%	$6.26	+84.7%	COM	89532M101
JBIO	JADE BIOSCIENCES INC	395,000 (-36.8%)	$6,095 (+13.0%)	0.4%	$33.31	-64.8%	COM NEW	008064206
RYTM	RHYTHM PHARMACEUTICALS INC	190,000 (-5.0%)	$20,338 (+0.7%)	1.2%	$72.29	+46.7%	COM	76243J105

Unchanged Positions (10)

OLMA OLEMA PHARMACEUTICALS INC 4.8%

Value ($000) $80,222 Shares 3,208,875 Est. Cost $42.01 Unrealized -57.6%

RVMD REVOLUTION MEDICINES INC 4.8%

Value ($000) $79,650 Shares 1,000,000 Est. Cost $42.87 Unrealized +52.9%

JAZZ JAZZ PHARMACEUTICALS PLC 2.1%

Value ($000) $34,000 Shares 200,000 Est. Cost $108.63 Unrealized +41.1%

IDYA IDEAYA BIOSCIENCES INC 0.9%

Value ($000) $15,557 Shares 450,000 Est. Cost $26.93 Unrealized +18.4%

APLS APELLIS PHARMACEUTICALS INC 1.5%

Value ($000) $25,120 Shares 1,000,000 Est. Cost — Unrealized —

ELVN ENLIVEN THERAPEUTICS INC 0.3%

Value ($000) $5,236 Shares 340,000 Est. Cost $18.63 Unrealized +7.0%

IMCR IMMUNOCORE HLDGS PLC 1.8%

Value ($000) $29,504 Shares 850,000 Est. Cost $32.98 Unrealized —

UNCY UNICYCIVE THERAPEUTICS INC 0.2%

Value ($000) $2,732 Shares 473,563 Est. Cost $6.18 Unrealized -13.7%

CBIO CRESCENT BIOPHARMA INC. 0.4%

Value ($000) $7,116 Shares 600,000 Est. Cost $20.54 Unrealized -38.0%

— NUVATION BIO INC 0.0%

Value ($000) $22 Shares 66,666 Est. Cost $0.23 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
OLMA	OLEMA PHARMACEUTICALS INC	3,208,875	$80,222	4.8%	$42.01	-57.6%	COM	68062P106
RVMD	REVOLUTION MEDICINES INC	1,000,000	$79,650	4.8%	$42.87	+52.9%	CALL	76155X100
JAZZ	JAZZ PHARMACEUTICALS PLC	200,000	$34,000	2.1%	$108.63	+41.1%	SHS USD	G50871105
IDYA	IDEAYA BIOSCIENCES INC	450,000	$15,557	0.9%	$26.93	+18.4%	CALL	45166A102
APLS	APELLIS PHARMACEUTICALS INC	1,000,000	$25,120	1.5%	—	—	CALL	03753U106
ELVN	ENLIVEN THERAPEUTICS INC	340,000	$5,236	0.3%	$18.63	+7.0%	COM	29337E102
IMCR	IMMUNOCORE HLDGS PLC	850,000	$29,504	1.8%	$32.98	—	ADS	45258D105
UNCY	UNICYCIVE THERAPEUTICS INC	473,563	$2,732	0.2%	$6.18	-13.7%	COM NEW	90466Y202
CBIO	CRESCENT BIOPHARMA INC.	600,000	$7,116	0.4%	$20.54	-38.0%	COM	G2545C104
—	NUVATION BIO INC	66,666	$22	0.0%	$0.23	—	*W EXP 02/10/202	67080N119