1:50 start

October moves so far (portfolio weight / P&L):
$KURA, added: 3.95% / -0.9%
$CELC, added: 6.86% / -7.7%
$RARE, added: 2.61% / +6.6%
$PCVX, new position. Sold half at $85 the same day (+36%), still holding the rest: 1.94% / +9% on what's left
$COGT, back in: 2.20% / +1.9%
$VSTM, back in on the 8th at $8: 1.41% / -0.5%
Mostly sizing up names I already like and getting back into ones I'd stepped out of. The one that actually paid so far was selling half of PCVX into the pop.

My five biggest positions (portfolio weight / P&L):
$RVMD: 15.34% / +63%
$TLX: 9.95% / +19%
$MDGL: 8.21% / +66%
$BBIO: 8.13% / +178%
$CYTK: 6.89% / +26%
Together that's 48% of the portfolio.