Q1 2015 Holdings
Filed 2015-05-14 | 27 holdings | $264.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agios Pharmaceuticals Inc.(AGIO) | COM | 00847X104 | $174.4M | 1,849,921 | 65.9% |
| Alnylam Pharmaceuticals Inc.(ALNY) | COM | 02043Q107 | $87.2M | 835,499 | 32.9% |
| Celgene Corp.(CELG) | COM | 151020104 | $409.7K | 3,554,298 | 0.2% |
| Isis Pharmaceuticals Inc. | COM | 464330109 | $364.8K | 5,729,426 | 0.1% |
| Incyte Corp.(INCY) | COM | 45337C102 | $347.6K | 3,791,867 | 0.1% |
| Gilead Sciences Inc.(GILD) | COM | 375558103 | $281.2K | 2,865,596 | 0.1% |
| Medivation Inc. | COM | 58501N101 | $164.5K | 1,274,706 | 0.1% |
| Vertex Pharmaceuticals Inc.(VRTX) | COM | 92532F100 | $157.4K | 1,334,445 | 0.1% |
| Radius Health Inc. | COM | 750469207 | $153.2K | 3,722,140 | 0.1% |
| Neurocrine Biosciences Inc.(NBIX) | COM | 64125C109 | $127.1K | 3,201,552 | 0.0% |
| Puma Biotechnology Inc.(PBYI) | COM | 74587V107 | $123.2K | 521,991 | 0.0% |
| Alexion Pharmaceuticals Inc.(ALXN) | COM | 015351109 | $116.5K | 672,428 | 0.0% |
| Receptos Inc. | COM | 756207106 | $104.8K | 635,272 | 0.0% |
| Synageva BioPharma Corp. | COM | 87159A103 | $100.0K | 1,025,476 | 0.0% |
| Halozyme Therapeutics Inc.(HALO) | COM | 40637H109 | $91.7K | 6,423,370 | 0.0% |
| Regeneron Pharmaceuticals Inc.(REGN) | COM | 75886F107 | $89.4K | 198,000 | 0.0% |
| PTC Therapeutics Inc.(PTCT) | COM | 69366J200 | $71.7K | 1,177,912 | 0.0% |
| Novavax Inc. | COM | 670002104 | $69.9K | 8,450,000 | 0.0% |
| Tetraphase Pharmaceuticals Inc. | COM | 88165N105 | $54.1K | 1,477,114 | 0.0% |
| Tesaro Inc. | COM | 881569107 | $49.1K | 854,582 | 0.0% |
| Clovis Oncology Inc.(CLVSEUR) | COM | 189464100 | $45.9K | 618,188 | 0.0% |
| Intercept Pharmaceuticals(ICPTUSD) | COM | 45845P108 | $43.7K | 155,000 | 0.0% |
| Cempra Inc. | COM | 15130J109 | $42.0K | 1,223,000 | 0.0% |
| Infinity Pharmaceuticals Inc.(INFIQ) | COM | 45665G303 | $36.6K | 2,620,737 | 0.0% |
| ImmunoGen Inc.(IMGNEUR) | COM | 45253H101 | $25.4K | 2,840,816 | 0.0% |
| Theravance Inc. | COM | 88338T104 | $13.1K | 831,594 | 0.0% |
| Achillion Pharmaceuticals Inc.(ACHNEUR) | COM | 00448Q201 | $12.6K | 1,279,340 | 0.0% |