Deep Track Capital, LP – Q2 2026 PF Holdings AUM: $5.71B NEWLY BOUGHT Top-25: #ALNY #COAG #UTHR #GHRS #ALT #AVTX #WGS #HROW #IMMX #STTK #NKTR #OLMA #MNKD #GENB #KLRA #KARD #ELVN #XNCR INCREASED Top-25: #GH #TARS #GPCR #MANE #BMRN #IONS #ALKS #GMAB #NRIX #MLTX #GRAL #TNGX #MAZE #CLDX #BCAX #COGT #VRDN #CRVS #PSNL #BEAM #ATAI #NUVL NO-CHANGE Top-25: #PCVX #OCUL #CMPS #LBRX #CRMD #ACRS #VSTM #SLDB #CNTX #PMN #ALGS REDUCED Top-25: #IMVT #AXSM #VERA #ALMS #ORKA #DFTX #MBX #CYTK #DYN #XFOR #IPSC #ENTA #KURA #IMCR #IVA SOLD-OFF Top-15: #BBIO #GERN #ANIP #ENGN #APGE #JANX #HELP #LRMR #CBIO #BLLN #APLS #CNTA #TERN #SLNO Positive Returns (YTD): #APGE:+77% #CBIO:+47% #HELP:+37% #LRMR:+22% #JANX:+17% #GERN:+14% #BLLN:+5% #BBIO:+2% Negative Returns: #ENGN:-81% #ANIP:-6% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q2 2026 net investment value - Returns are presented on a YTD basis