Soleus holdingsI think Spatrap mentioned ESSA PHarma (EPIX) a few weeks ago (prostate cancer drug). That's one of Soleus larger holdings. It's up 5x since summer. Others are Biotla (top holding Dec20), Lantheus, Iveric bio, C4 Therapeutics, Alpine Immune.
Looks like they manage around $700mil in US fund and positions vary from $10-$40mil.