Ally Bridge Group (ny) LLC
CIK:0001822947
Hedge Fund
$168M AUM
24 holdings
New York, NY, United States
Ally Bridge Group is a global healthcare investment management firm, investing across the full capital structure in high-impact life sciences innovation through both private and public equity strategies.
Investment Strategy
Invests across the healthcare industry in both private equity and public equity; seeks opportunities in high-impact life science innovation, leveraging global knowledge and local talent.
Top Buys
L
LENZLENZ THERAPEUTICS INC+$10.1M
S
SLNOSOLENO THERAPEUTICS INC+$6.4M
V
VRNAVERONA PHARMA PLC+$6.4M
O
ORICORIC PHARMACEUTICALS INC+$4.9M
R
REPLREPLIMUNE GROUP INC+$4.9M
Top Sells
S
SWTXSPRINGWORKS THERAPEUTICS INC-$12.4M
A
AXSMAXSOME THERAPEUTICS INC-$8.4M
B
BPMCBLUEPRINT MEDICINES CORP-$6.6M
T
TRVITREVI THERAPEUTICS INC-$4.3M
C
CGONCG ONCOLOGY INC-$3.2M
Top Holdings
V
VRNAVERONA PHARMA PLC+12.6%$15.2M
S
SLNOSOLENO THERAPEUTICS INC+12.5%$15.0M
L
LENZLENZ THERAPEUTICS INC+8.4%$10.1M
M
MRUSMERUS N V+6.1%$7.4M
E
ELVNENLIVEN THERAPEUTICS INC+4.7%$5.6M
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VRNA | VERONA PHARMA PLC | 12.65% | $15.2M | 160,701 | $67.68 | $94.58 | +$6.4M |
S SLNO | SOLENO THERAPEUTICS INC | 12.47% | $15.0M | 178,819 | $62.49 | $83.78 | +$6.4M |
L LENZ | LENZ THERAPEUTICS INC | 8.37% | $10.1M | 343,322 | $29.31 | $29.31 | +$10.1M |
M MRUS | MERUS N V | 6.14% | $7.4M | 140,208 | $37.43 | $52.60 | +$4.1M |
E ELVN | ENLIVEN THERAPEUTICS INC | 4.70% | $5.6M | 281,394 | $22.78 | $20.06 | +$2.3M |
Industry Allocation
PHARMACEUTICAL PREPARATIONS
+51.9%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+25.1%
ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS
+12.5%
MEDICINAL CHEMICALS & BOTANICAL PRODUCTS
+3.9%