Q4 2014 Holdings
Filed 2015-02-12 | 28 holdings | $284.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agios Pharmaceuticals Inc.(AGIO) | COM | 00847X104 | $208.9M | 1,864,921 | 73.4% |
| Alnylam Pharmaceuticals Inc.(ALNY) | COM | 02043Q107 | $72.9M | 751,288 | 25.6% |
| Celgene Corp.(CELG) | COM | 151020104 | $415.5K | 3,714,298 | 0.1% |
| Isis Pharmaceuticals Inc. | COM | 464330109 | $369.0K | 5,976,526 | 0.1% |
| Incyte Corp.(INCY) | COM | 45337C102 | $296.2K | 4,051,867 | 0.1% |
| Gilead Sciences Inc.(GILD) | COM | 375558103 | $277.7K | 2,945,596 | 0.1% |
| Vertex Pharmaceuticals Inc.(VRTX) | COM | 92532F100 | $160.9K | 1,354,445 | 0.1% |
| Medivation Inc. | COM | 58501N101 | $137.9K | 1,384,706 | 0.0% |
| Alexion Pharmaceuticals Inc.(ALXN) | COM | 015351109 | $124.4K | 672,428 | 0.0% |
| Radius Health Inc. | COM | 750469207 | $107.1K | 2,752,140 | 0.0% |
| Synageva BioPharma Corp. | COM | 87159A103 | $104.9K | 1,130,476 | 0.0% |
| Puma Biotechnology Inc.(PBYI) | COM | 74587V107 | $98.8K | 521,991 | 0.0% |
| Pharmacyclics Inc. | COM | 716933106 | $89.4K | 731,542 | 0.0% |
| Regeneron Pharmaceuticals Inc.(REGN) | COM | 75886F107 | $81.2K | 198,000 | 0.0% |
| Receptos Inc. | COM | 756207106 | $79.8K | 651,181 | 0.0% |
| Neurocrine Biosciences Inc.(NBIX) | COM | 64125C109 | $69.0K | 3,086,552 | 0.0% |
| Halozyme Therapeutics Inc.(HALO) | COM | 40637H109 | $65.9K | 6,825,532 | 0.0% |
| PTC Therapeutics Inc.(PTCT) | COM | 69366J200 | $63.6K | 1,227,912 | 0.0% |
| Tetraphase Pharmaceuticals Inc. | COM | 88165N105 | $51.7K | 1,302,114 | 0.0% |
| Novavax Inc. | COM | 670002104 | $46.8K | 7,900,000 | 0.0% |
| Infinity Pharmaceuticals Inc.(INFIQ) | COM | 45665G303 | $39.2K | 2,320,737 | 0.0% |
| Clovis Oncology Inc.(CLVSEUR) | COM | 189464100 | $34.6K | 618,188 | 0.0% |
| Tesaro Inc. | COM | 881569107 | $26.2K | 704,582 | 0.0% |
| ImmunoGen Inc.(IMGNEUR) | COM | 45253H101 | $19.8K | 3,240,816 | 0.0% |
| Cempra Inc. | COM | 15130J109 | $18.2K | 775,000 | 0.0% |
| Theravance Inc. | COM | 88338T104 | $14.8K | 1,043,244 | 0.0% |
| Achillion Pharmaceuticals Inc.(ACHNEUR) | COM | 00448Q201 | $13.2K | 1,079,340 | 0.0% |
| Cubist Pharmaceuticals Inc. | RIGHT 99/99/9999 | 229678123 | $35 | 876,273 | 0.0% |