Q3 2017 Holdings
Filed 2017-11-13 | 27 holdings | $317.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agios Pharmaceuticals Inc.(AGIO) | COM | 00847X104 | $183.6M | 2,749,998 | 57.8% |
| Alnylam Pharmaceuticals Inc.(ALNY) | COM | 02043Q107 | $130.6M | 1,111,338 | 41.1% |
| Celgene Corp(CELG) | COM | 151020104 | $464.3K | 3,184,298 | 0.1% |
| Incyte Corp.(INCY) | COM | 45337C102 | $428.2K | 3,668,322 | 0.1% |
| Ionis Pharmaceuticals Inc.(IONS) | COM | 462222100 | $398.6K | 7,861,934 | 0.1% |
| Gilead Sciences Inc.(GILD) | COM | 375558103 | $224.8K | 2,774,596 | 0.1% |
| Vertex Pharmaceuticals Inc.(VRTX) | COM | 92532F100 | $224.3K | 1,475,445 | 0.1% |
| Neurocrine Biosciences Inc.(NBIX) | COM | 64125C109 | $212.2K | 3,462,753 | 0.1% |
| Radius Health Inc. | COM | 750469207 | $212.0K | 5,498,799 | 0.1% |
| Alexion Pharmaceuticals Inc.(ALXN) | COM | 015351109 | $190.0K | 1,354,428 | 0.1% |
| Halozyme Therapeutics Inc.(HALO) | COM | 40637H109 | $149.8K | 8,626,051 | 0.0% |
| Tesaro Inc. | COM | 881569107 | $128.6K | 996,193 | 0.0% |
| Esperion Therapeutics Inc.(ESPR) | COM | 29664W105 | $105.2K | 2,097,964 | 0.0% |
| Juno Therapeutics Inc. | COM | 48205A109 | $92.2K | 2,055,000 | 0.0% |
| Regeneron Pharmaceuticals Inc.(REGN) | COM | 75886F107 | $91.7K | 205,000 | 0.0% |
| Sage Therapeutics Inc.(SG7) | COM | 78667J108 | $68.1K | 1,092,439 | 0.0% |
| Myovant Sciences Ltd. | COM | G637AM102 | $53.8K | 3,477,882 | 0.0% |
| MacroGenics Inc.(MGNX) | COM | 556099109 | $44.4K | 2,400,412 | 0.0% |
| AveXis, Inc. | COM | 05366U100 | $39.0K | 402,800 | 0.0% |
| Intra-Cellular Therapies Inc.(ITCIEUR) | COM | 46116X101 | $34.7K | 2,200,000 | 0.0% |
| Five Prime Therapeutics Inc.(FPRX) | COM | 33830X104 | $31.8K | 777,500 | 0.0% |
| Intercept Pharmaceuticals Inc.(ICPTUSD) | COM | 45845P108 | $28.2K | 485,719 | 0.0% |
| Alder Biopharmaceuticals Inc.(ALDR1EUR) | COM | 014339105 | $27.8K | 2,266,008 | 0.0% |
| Prothena Corp. PLC(PRTA) | COM | G72800108 | $22.7K | 350,000 | 0.0% |
| Cidara Therapeutics Inc. | COM | 171757107 | $10.8K | 1,335,272 | 0.0% |
| Novavax Inc. | COM | 670002104 | $9.5K | 8,330,000 | 0.0% |
| Achillion Pharmaceuticals Inc.(ACHNEUR) | COM | 00448Q201 | $5.7K | 1,279,340 | 0.0% |