Logos Global Management LP Purchases and Sells in Q4 2024

Logos Global Management LP

$761 Million
Q4 2024

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JANX	250K + 25.0%	$40.18 - $66.83 $10M - $16.7M	1.25M $66.9M
CYTK	500K + 125.0%	$46.36 - $58.62 $23.2M - $29.3M	900K $42.3M
VERA	375K + 75.0%	$38.64 - $49.75 $14.5M - $18.7M	875K $37M
IDYA	900K + 42.86%	$24.79 - $31.98 $22.3M - $28.8M	3M $77.1M
RVMD	250K + 20.83%	$42.97 - $60.6 $10.7M - $15.2M	1.45M $63.4M
DYN	290K + 181.25%	$23.56 - $35.55 $6.83M - $10.3M	450K $10.6M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNTX	300K New	$99.72 - $122.68 $29.9M - $36.8M	300K $34.2M
INSM	450K New	$66.29 - $76.63 $29.8M - $34.5M	450K $31.1M
NBIX	200K New	$111.62 - $139.44 $22.3M - $27.9M	200K $27.3M
JAZZ	175K New	$107.32 - $127.74 $18.8M - $22.4M	175K $21.6M
BPMC	200K New	$82.48 - $101.39 $16.5M - $20.3M	200K $17.4M
APLS	500K New	$26.18 - $35.42 $13.1M - $17.7M	500K $16M

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IMVT	-800K - 72.73%	N/A	300K $8.25M
TRVI	-1.5M - 54.55%	$2.53 - $4.5 $3.79M - $6.75M	1.25M $5.33M
ANNX	-50K - 1.92%	$4.44 - $7.63 $222K - $382K	2.55M $13.1M
LIFE	-1M - 50.0%	N/A	1M $1.86M
EWTX	-50K - 11.11%	$26.63 - $36.62 $1.33M - $1.83M	400K $10.7M
DISC MEDICINE INC	-735K - 78.61%	N/A	200K $0

Activity Summary All Purchases 28 New Holdings 17 Increased Positions 11 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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