David A. Siegel Biotechnology

Two Sigma Advisers, LP

$42.8 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NVAX Novavax Inc	$580M	$3.94 Million 0.01% of portfolio	614,000	Q1 2025 Reduced 21.25%
SRRK Scholar Rock Holding Corp	$1.83B	$3.91 Million 0.01% of portfolio	121,600	Q1 2025 Reduced 53.48%
CYTK Cytokinetics Inc	$3.12B	$3.23 Million 0.01% of portfolio	80,400	Q1 2025 Reduced 64.49%
ALLO Allogene Therapeutics, Inc.	$203M	$3.21 Million 0.01% of portfolio	2,200,800	Q1 2025 Reduced 18.56%
ARDX Ardelyx, Inc.	$612M	$2.92 Million 0.01% of portfolio	594,100	Q1 2025 Added 0.07%
UTHR United Therapeutics Corp	$12.8B	$2.84 Million 0.01% of portfolio	9,200	Q1 2025 Reduced 22.03%
VRDN Viridian Therapeutics, Inc.\De	$579M	$2.61 Million 0.01% of portfolio	193,300	Q1 2025 Reduced 42.4%
SAGE Sage Therapeutics, Inc.	$405M	$2.58 Million 0.01% of portfolio	324,999	Q1 2025 Added 175.89%
NRIX Nurix Therapeutics, Inc.	$589M	$2.32 Million 0.01% of portfolio	195,400	Q1 2025 Added 147.03%
AMLX Amylyx Pharmaceuticals, Inc.	$300M	$2.3 Million 0.01% of portfolio	649,800	Q1 2025 Added 169.18%
INCY Incyte Corp	$15.6B	$2.25 Million 0.01% of portfolio	37,121	Q1 2025 New
BEAM Beam Therapeutics Inc.	$1.27B	$2.05 Million 0.0% of portfolio	104,900	Q1 2025 Added 452.11%
RLAY Relay Therapeutics, Inc.	$420M	$1.97 Million 0.0% of portfolio	751,200	Q1 2025 Added 17.58%
KURA Kura Oncology, Inc.	$439M	$1.84 Million 0.0% of portfolio	278,600	Q1 2025 Added 15.03%
AVIR Atea Pharmaceuticals, Inc.	$266M	$1.59 Million 0.0% of portfolio	533,000	Q1 2025 Added 7.98%
FDMT 4 D Molecular Therapeutics, Inc.	$135M	$1.58 Million 0.0% of portfolio	490,400	Q1 2025 Added 287.97%
HRTX Heron Therapeutics, Inc.	$247M	$1.47 Million 0.0% of portfolio	669,171	Q1 2025 Reduced 18.78%
GOSS Gossamer Bio, Inc.	$118M	$1.42 Million 0.0% of portfolio	1,287,200	Q1 2025 Added 11.21%
EDIT Editas Medicine, Inc.	$124M	$1.41 Million 0.0% of portfolio	1,215,000	Q1 2025 Reduced 26.67%
RGNX Regenxbio Inc.	$361M	$1.41 Million 0.0% of portfolio	197,000	Q1 2025 Added 9.44%
ZLAB Zai Lab LTD	$3.71B	$1.38 Million 0.0% of portfolio	38,200	Q1 2025 Added 109.89%
CRBU Caribou Biosciences, Inc.	$73M	$1.37 Million 0.0% of portfolio	1,507,200	Q1 2025 Added 2.48%
SAVA Cassava Sciences Inc	$85M	$1.36 Million 0.0% of portfolio	908,600	Q1 2025 Added 49.76%
MGNX Macrogenics Inc	$107M	$1.36 Million 0.0% of portfolio	1,068,200	Q1 2025 Reduced 4.51%
ZNTL Zentalis Pharmaceuticals, Inc.	$83.8M	$1.34 Million 0.0% of portfolio	842,600	Q1 2025 Reduced 5.29%
ALT Altimmune, Inc.	$268M	$1.32 Million 0.0% of portfolio	264,300	Q1 2025 Added 302.28%
CCCC C4 Therapeutics, Inc.	$73.4M	$1.28 Million 0.0% of portfolio	800,600	Q1 2025 Reduced 9.47%
KROS Keros Therapeutics, Inc.	$389M	$1.22 Million 0.0% of portfolio	119,500	Q1 2025 Added 477.29%
ABSI Absci Corp	$271M	$1.15 Million 0.0% of portfolio	459,500	Q1 2025 Reduced 32.07%
MDXG Mimedx Group, Inc.	$720M	$1.11 Million 0.0% of portfolio	146,700	Q1 2025 Reduced 26.39%
ARQT Arcutis Biotherapeutics, Inc.	$813M	$1.11 Million 0.0% of portfolio	70,800	Q1 2025 New
GLPG Galapagos Nv	$1.85B	$1.09 Million 0.0% of portfolio	43,500	Q1 2025 New
VNDA Vanda Pharmaceuticals Inc.	$248M	$1.08 Million 0.0% of portfolio	235,200	Q1 2025 Added 50.48%
BMEA Biomea Fusion, Inc.	$72.9M	$1.05 Million 0.0% of portfolio	491,000	Q1 2025 Added 6.86%
AUPH Aurinia Pharmaceuticals Inc.	$1.16B	$1.03 Million 0.0% of portfolio	128,000	Q1 2025 New
MLTX Moon Lake Immunotherapeutics	$1.79B	$992,000 0.0% of portfolio	25,400	Q1 2025 New
RCUS Arcus Biosciences, Inc.	$711M	$974,000 0.0% of portfolio	124,100	Q1 2025 Added 111.05%
NKTR Nektar Therapeutics	$126M	$965,000 0.0% of portfolio	1,420,542	Q1 2025 Reduced 4.42%
SEER Seer, Inc.	$128M	$954,000 0.0% of portfolio	564,800	Q1 2025 Reduced 17.17%
LRMR Larimar Therapeutics, Inc.	$104M	$847,000 0.0% of portfolio	394,024	Q1 2025 Added 487.88%
KOD Kodiak Sciences Inc.	$204M	$812,000 0.0% of portfolio	289,200	Q1 2025 Added 1.76%
ENTA Enanta Pharmaceuticals Inc	$149M	$806,000 0.0% of portfolio	146,100	Q1 2025 Reduced 6.53%
FULC Fulcrum Therapeutics, Inc.	$376M	$800,000 0.0% of portfolio	277,800	Q1 2025 Reduced 19.15%
VERV Verve Therapeutics, Inc.	$343M	$794,000 0.0% of portfolio	173,800	Q1 2025 Reduced 40.72%
CRVS Corvus Pharmaceuticals, Inc.	$195M	$751,000 0.0% of portfolio	236,400	Q1 2025 Added 1,220.67%
AVTE Aerovate Therapeutics, Inc.	$65.5M	$732,000 0.0% of portfolio	291,800	Q1 2025 Added 89.97%
PBYI Puma Biotechnology, Inc.	$154M	$730,000 0.0% of portfolio	246,800	Q1 2025 Added 25.34%
SVRA Savara Inc	$285M	$730,000 0.0% of portfolio	263,715	Q1 2025 Reduced 32.5%
VIR Vir Biotechnology, Inc.	$720M	$730,000 0.0% of portfolio	112,700	Q1 2025 Added 50.67%
ETON Eton Pharmaceuticals, Inc.	$431M	$689,000 0.0% of portfolio	53,100	Q1 2025 Added 6.84%

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David A. Siegel

David A. Siegel is the co-founder and CEO of Two Sigma Advisers, a successful investment firm that uses technology and data-driven approaches to investing. Siegel is known for his expertise in quantitative investing and his innovative approach to investing. He has generated strong returns for his clients over the long term.

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