Q4 2015 Holdings
Filed 2016-02-09 | 30 holdings | $250.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agios Pharmaceuticals Inc.(AGIO) | COM | 00847X104 | $140.2M | 2,159,921 | 56.1% |
| Alnylam Pharmaceuticals Inc.(ALNY) | COM | 02043Q107 | $106.6M | 1,132,499 | 42.6% |
| Celgene Corp.(CELG) | COM | 151020104 | $432.3K | 3,609,298 | 0.2% |
| Incyte Corp.(INCY) | COM | 45337C102 | $406.7K | 3,750,406 | 0.2% |
| Ionis Pharmaceuticals Inc.(IONS) | COM | 462222100 | $404.4K | 6,529,838 | 0.2% |
| Gilead Sciences Inc.(GILD) | COM | 375558103 | $280.8K | 2,774,596 | 0.1% |
| Radius Health Inc. | COM | 750469207 | $262.9K | 4,272,140 | 0.1% |
| Alexion Pharmaceuticals Inc.(ALXN) | COM | 015351109 | $197.3K | 1,034,428 | 0.1% |
| Neurocrine Biosciences Inc.(NBIX) | COM | 64125C109 | $176.6K | 3,121,552 | 0.1% |
| Vertex Pharmaceuticals Inc.(VRTX) | COM | 92532F100 | $171.8K | 1,365,445 | 0.1% |
| Medivation Inc. | COM | 58501N101 | $124.8K | 2,581,112 | 0.0% |
| Halozyme Therapeutics Inc.(HALO) | COM | 40637H109 | $121.8K | 7,029,832 | 0.0% |
| Regeneron Pharmaceuticals Inc.(REGN) | COM | 75886F107 | $111.3K | 205,000 | 0.0% |
| Novavax Inc. | COM | 670002104 | $69.9K | 8,330,000 | 0.0% |
| Tesaro Inc. | COM | 881569107 | $64.3K | 1,229,582 | 0.0% |
| Cempra Inc. | COM | 15130J109 | $62.0K | 1,991,900 | 0.0% |
| Juno Therapeutics, Inc. | COM | 48205A109 | $57.4K | 1,305,000 | 0.0% |
| Alder Biopharmaceuticals Inc.(ALDR1EUR) | COM | 014339105 | $49.9K | 1,510,150 | 0.0% |
| Kite Pharma, Inc. | COM | 49803L109 | $46.2K | 750,000 | 0.0% |
| PTC Therapeutics Inc.(PTCT) | COM | 69366J200 | $42.2K | 1,302,912 | 0.0% |
| Sage Therapeutics, Inc.(SG7) | COM | 78667J108 | $41.3K | 708,663 | 0.0% |
| Intercept Pharmaceuticals Inc.(ICPTUSD) | COM | 45845P108 | $38.2K | 255,719 | 0.0% |
| Puma Biotechnology Inc.(PBYI) | COM | 74587V107 | $33.9K | 431,991 | 0.0% |
| Prothena Corp. PLC(PRTA) | COM | G72800108 | $21.8K | 320,000 | 0.0% |
| Infinity Pharmaceuticals Inc.(INFIQ) | COM | 45665G303 | $21.2K | 2,700,737 | 0.0% |
| Esperion Therapeutics, Inc.(ESPR) | COM | 29664W105 | $20.2K | 908,542 | 0.0% |
| Clovis Oncology Inc.(CLVSEUR) | COM | 189464100 | $18.5K | 528,188 | 0.0% |
| Achillion Pharmaceuticals Inc.(ACHNEUR) | COM | 00448Q201 | $13.8K | 1,279,340 | 0.0% |
| Cidara Therapeutics, Inc. | COM | 171757107 | $8.0K | 466,679 | 0.0% |
| Tetraphase Pharmaceuticals Inc. | COM | 88165N105 | $3.7K | 366,203 | 0.0% |