Q1 2017 Holdings
Filed 2017-05-10 | 30 holdings | $232.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agios Pharmaceuticals Inc.(AGIO) | COM | 00847X104 | $165.8M | 2,839,528 | 71.4% |
| Alnylam Pharmaceuticals Inc.(ALNY) | COM | 02043Q107 | $63.6M | 1,241,338 | 27.4% |
| Incyte Corp.(INCY) | COM | 45337C102 | $466.5K | 3,489,822 | 0.2% |
| Celgene Corp(CELG) | COM | 151020104 | $415.5K | 3,339,298 | 0.2% |
| Ionis Pharmaceuticals Inc.(IONS) | COM | 462222100 | $299.9K | 7,461,295 | 0.1% |
| Gilead Sciences Inc.(GILD) | COM | 375558103 | $188.5K | 2,774,596 | 0.1% |
| Radius Health Inc. | COM | 750469207 | $175.5K | 4,540,399 | 0.1% |
| Vertex Pharmaceuticals Inc.(VRTX) | COM | 92532F100 | $159.2K | 1,455,445 | 0.1% |
| Alexion Pharmaceuticals Inc.(ALXN) | COM | 015351109 | $149.1K | 1,229,428 | 0.1% |
| Neurocrine Biosciences Inc.(NBIX) | COM | 64125C109 | $138.6K | 3,201,552 | 0.1% |
| Tesaro Inc. | COM | 881569107 | $126.9K | 824,582 | 0.1% |
| Halozyme Therapeutics Inc.(HALO) | COM | 40637H109 | $100.4K | 7,749,832 | 0.0% |
| Regeneron Pharmaceuticals Inc.(REGN) | COM | 75886F107 | $94.9K | 245,000 | 0.0% |
| Sage Therapeutics Inc.(SG7) | COM | 78667J108 | $69.1K | 972,439 | 0.0% |
| Kite Pharma Inc. | COM | 49803L109 | $58.1K | 740,000 | 0.0% |
| Esperion Therapeutics Inc.(ESPR) | COM | 29664W105 | $49.7K | 1,408,542 | 0.0% |
| Juno Therapeutics Inc. | COM | 48205A109 | $48.5K | 2,185,000 | 0.0% |
| MacroGenics Inc.(MGNX) | COM | 556099109 | $42.0K | 2,260,000 | 0.0% |
| Myovant Sciences Ltd. | COM | G637AM102 | $38.8K | 3,302,835 | 0.0% |
| Alder Biopharmaceuticals Inc.(ALDR1EUR) | COM | 014339105 | $35.1K | 1,685,150 | 0.0% |
| Intra-Cellular Therapies Inc.(ITCIEUR) | COM | 46116X101 | $31.3K | 1,925,000 | 0.0% |
| Intercept Pharmaceuticals Inc.(ICPTUSD) | COM | 45845P108 | $28.9K | 255,719 | 0.0% |
| Five Prime Therapeutics Inc.(FPRX) | COM | 33830X104 | $26.3K | 727,500 | 0.0% |
| AveXis, Inc. | COM | 05366U100 | $25.3K | 332,800 | 0.0% |
| Prothena Corp. PLC(PRTA) | COM | G72800108 | $19.5K | 350,000 | 0.0% |
| Novavax Inc. | COM | 670002104 | $10.7K | 8,330,000 | 0.0% |
| Puma Biotechnology Inc.(PBYI) | COM | 74587V107 | $9.1K | 245,616 | 0.0% |
| Cidara Therapeutics Inc. | COM | 171757107 | $8.1K | 1,043,824 | 0.0% |
| PTC Therapeutics Inc.(PTCT) | COM | 69366J200 | $6.7K | 682,912 | 0.0% |
| Achillion Pharmaceuticals Inc.(ACHNEUR) | COM | 00448Q201 | $5.4K | 1,279,340 | 0.0% |