Q2 2017 Holdings
Filed 2017-08-11 | 28 holdings | $248.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agios Pharmaceuticals Inc.(AGIO) | COM | 00847X104 | $147.6M | 2,869,528 | 59.5% |
| Alnylam Pharmaceuticals Inc.(ALNY) | COM | 02043Q107 | $97.4M | 1,221,338 | 39.3% |
| Incyte Corp.(INCY) | COM | 45337C102 | $442.6K | 3,514,822 | 0.2% |
| Celgene Corp(CELG) | COM | 151020104 | $422.0K | 3,249,298 | 0.2% |
| Ionis Pharmaceuticals Inc.(IONS) | COM | 462222100 | $374.1K | 7,354,095 | 0.2% |
| Radius Health Inc. | COM | 750469207 | $227.9K | 5,038,799 | 0.1% |
| Gilead Sciences Inc.(GILD) | COM | 375558103 | $196.4K | 2,774,596 | 0.1% |
| Vertex Pharmaceuticals Inc.(VRTX) | COM | 92532F100 | $190.1K | 1,475,445 | 0.1% |
| Alexion Pharmaceuticals Inc.(ALXN) | COM | 015351109 | $164.8K | 1,354,428 | 0.1% |
| Neurocrine Biosciences Inc.(NBIX) | COM | 64125C109 | $158.5K | 3,446,552 | 0.1% |
| Tesaro Inc. | COM | 881569107 | $122.8K | 877,990 | 0.0% |
| Halozyme Therapeutics Inc.(HALO) | COM | 40637H109 | $106.0K | 8,265,304 | 0.0% |
| Regeneron Pharmaceuticals Inc.(REGN) | COM | 75886F107 | $88.4K | 180,000 | 0.0% |
| Sage Therapeutics Inc.(SG7) | COM | 78667J108 | $72.3K | 907,439 | 0.0% |
| Esperion Therapeutics Inc.(ESPR) | COM | 29664W105 | $70.0K | 1,513,542 | 0.0% |
| Kite Pharma Inc. | COM | 49803L109 | $66.3K | 640,000 | 0.0% |
| Juno Therapeutics Inc. | COM | 48205A109 | $65.3K | 2,185,000 | 0.0% |
| MacroGenics Inc.(MGNX) | COM | 556099109 | $41.2K | 2,350,112 | 0.0% |
| Myovant Sciences Ltd. | COM | G637AM102 | $38.8K | 3,317,171 | 0.0% |
| AveXis, Inc. | COM | 05366U100 | $33.1K | 402,800 | 0.0% |
| Intercept Pharmaceuticals Inc.(ICPTUSD) | COM | 45845P108 | $31.0K | 255,719 | 0.0% |
| Intra-Cellular Therapies Inc.(ITCIEUR) | COM | 46116X101 | $26.7K | 2,150,000 | 0.0% |
| Five Prime Therapeutics Inc.(FPRX) | COM | 33830X104 | $23.4K | 777,500 | 0.0% |
| Alder Biopharmaceuticals Inc.(ALDR1EUR) | COM | 014339105 | $22.2K | 1,941,008 | 0.0% |
| Prothena Corp. PLC(PRTA) | COM | G72800108 | $18.9K | 350,000 | 0.0% |
| Novavax Inc. | COM | 670002104 | $9.6K | 8,330,000 | 0.0% |
| Cidara Therapeutics Inc. | COM | 171757107 | $8.3K | 1,102,578 | 0.0% |
| Achillion Pharmaceuticals Inc.(ACHNEUR) | COM | 00448Q201 | $5.9K | 1,279,340 | 0.0% |