Q4 2023 Holdings
Filed 2024-02-14 | 9 holdings | $648.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $187.5M | 16,390,000 | 28.9% |
| Biogen Inc(BIIB) | COM | 09062X103 | $166.4M | 643,000 | 25.6% |
| Innoviva Inc(INVA) | COM | 45781M101 | $116.7M | 7,277,000 | 18.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $87.1M | 1,075,400 | 13.4% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $61.9M | 470,000 | 9.5% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $21.6M | 24,850,623 | 3.3% |
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $6.0M | 1,000,000 | 0.9% |
| VOR Biopharma Inc | COM | 929033108 | $1.4M | 618,000 | 0.2% |
| Regulus Therapeutics Inc(RGLS) | COM | 75915K309 | $237.0K | 185,183 | 0.0% |