Q3 2024 Holdings
Filed 2024-11-14 | 10 holdings | $402.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Innoviva Inc(INVA) | COM | 45781M101 | $140.5M | 7,277,000 | 34.9% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $67.5M | 16,390,000 | 16.8% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $64.0M | 763,333 | 15.9% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $58.6M | 1,110,000 | 14.6% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $47.3M | 410,483 | 11.8% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $15.6M | 24,850,623 | 3.9% |
| Biogen Inc(BIIB) | COM | 09062X103 | $5.2M | 26,950 | 1.3% |
| Lantheus Hldgs Inc(LNTH) | COM | 516544103 | $2.9M | 26,000 | 0.7% |
| VOR Biopharma Inc | COM | 929033108 | $432.6K | 618,000 | 0.1% |
| Regulus Therapeutics Inc(RGLS) | COM | 75915K309 | $290.7K | 185,183 | 0.1% |