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Oleg Nodelman

Oleg Nodelman

EcoR1 Capital

Value

2.2B

Stocks

29 Stocks (9 new)

Turnover

30.73%

CIK

1587114

Top Holdings

ZYME(27.55%) ANAB(17.40%) JAZZ(13.21%) CRNX(9.09%) CNTA(3.55%)

About Investor

Established investor leading EcoR1 Capital, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.

Ticker Put/Call Company Name Industry Value Shares Weighting % Share Change Change in Share % Market Cap
ZYME - ZYMEWORKS INC Health Care 604.81M 22,970,388 27.44% 0 - 1,742M
ANAB - ANAPTYSBIO INC Health Care 382.03M 7,880,094 17.33% 0 - 1,534M
JAZZ - JAZZ PHARMACEUTICALS PLC Health Care 290.10M 1,706,469 13.16% 0 - 10,209M
CRNX - CRINETICS PHARMACEUTICALS IN Health Care 199.61M 4,288,120 9.06% 0 - 4,476M
CNTA - CENTESSA PHARMACEUTICALS PLC Health Care 77.91M 3,115,000 3.53% 2,565,000 466.36% 3,757M
CRSP - CRISPR THERAPEUTICS AG Health Care 72.85M 1,389,276 3.31% 0 - 5,086M
MBX - MBX BIOSCIENCES INC Health Care 66.98M 2,123,604 3.04% 0 - 1,781M
IMNM - IMMUNOME INC Health Care 61.34M 2,855,590 2.78% -1,223,825 -30.00% 2,436M
ORIC - ORIC PHARMACEUTICALS INC Health Care 55.04M 6,728,116 2.50% 0 - 1,040M
GLPG - GALAPAGOS NV Health Care 54.51M 1,667,119 2.47% 0 - 2,297M
XNCR - XENCOR INC Health Care 49.77M 3,251,112 2.26% -2,893,655 -47.09% 803M
BBOT - BRIDGEBIO ONCOLOGY THERAPEUT Health Care 35.35M 2,823,126 1.60% 0 - 857M
ETON - ETON PHARMACEUTICALS INC Health Care 34.34M 2,030,544 1.56% 0 - 460M
CGON - CG ONCOLOGY INC Health Care 32.05M 772,000 1.45% 772,000 New Buy 4,536M
ZBIO - ZENAS BIOPHARMA INC Health Care 28.67M 789,500 1.30% 789,500 New Buy 1,433M
NGNE - NEUROGENE INC Health Care 26.19M 1,271,342 1.19% 0 - 264M
GPCR - STRUCTURE THERAPEUTICS INC Health Care 23.26M 334,380 1.06% 334,380 New Buy 4,904M
PCVX - VAXCYTE INC Health Care 20.76M 450,000 0.94% 450,000 New Buy 8,122M
AQST - AQUESTIVE THERAPEUTICS INC Health Care 16.96M 2,625,000 0.77% 0 - 464M
VYGR - VOYAGER THERAPEUTICS INC Health Care 15.73M 4,002,847 0.71% 3,332,544 497.17% 187M
CGON Call CG ONCOLOGY INC Health Care 12.16M 292,800 0.55% 292,800 New Buy 4,536M
ATRA - ATARA BIOTHERAPEUTICS INC Health Care 10.37M 573,183 0.47% 0 - 32M
MNKD - MANNKIND CORP Health Care 9.41M 1,660,000 0.43% 1,660,000 New Buy 1,666M
EOLS - EVOLUS INC Health Care 4.49M 675,000 0.20% 675,000 New Buy 279M
IBIO - IBIO INC Health Care 4.30M 2,228,000 0.20% 2,228,000 New Buy 80M
MREO - MEREO BIOPHARMA GROUP PLC Health Care 3.27M 7,856,466 0.15% 7,856,466 New Buy 69M
CAMP - CAMP4 THERAPEUTICS CORP Health Care 1.99M 325,000 0.09% 325,000 New Buy 209M
XNCR Call XENCOR INC Health Care 1.03M 67,500 0.05% 67,500 New Buy 803M
SRZNW - SURROZEN INC Health Care 0.10M 4,444 0.00% -62,221 -93.33% 215M

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