Q4 2022 Holdings
Filed 2023-02-14 | 11 holdings | $840.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alkermes PLC(ALKS) | SHS | G01767105 | $234.2M | 8,964,640 | 27.9% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $203.1M | 16,390,000 | 24.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $178.1M | 643,000 | 21.2% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $91.8M | 1,068,750 | 10.9% |
| Innoviva Inc(INVA) | COM | 45781M101 | $87.6M | 6,614,000 | 10.4% |
| Mersana Therapeutics Inc | COM | 59045L106 | $23.4M | 3,997,010 | 2.8% |
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $11.3M | 980,288 | 1.3% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $5.8M | 4,807,000 | 0.7% |
| VOR Biopharma Inc | COM | 929033108 | $4.1M | 618,000 | 0.5% |
| Pear Therapeutics Inc | CLASS A COM | 704723105 | $590.4K | 500,356 | 0.1% |
| Regulus Therapeutics Inc(RGLS) | COM | 75915K309 | $253.7K | 185,183 | 0.0% |