Q4 2017 Holdings
Filed 2018-03-02 | 65 holdings | $43.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $20.7M | 65,008 | 47.2% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $10.0M | 333,773 | 22.9% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $6.1M | 68,384 | 13.9% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $4.7M | 36,800 | 10.7% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $1.1M | 20,000 | 2.6% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $928.0K | 9,500 | 2.1% |
| Celgene Corp(CELG) | COM | 151020104 | $19.8K | 190,022 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $15.4K | 40,830 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $12.6K | 211,000 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $12.5K | 410,334 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $11.3K | 75,422 | 0.0% |
| Adamas Pharmaceuticals Inc(ADMSEUR) | COM | 00548A106 | $10.7K | 315,000 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $8.8K | 122,784 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $8.7K | 72,441 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $8.5K | 51,496 | 0.0% |
| Entellus MED Inc | COM | 29363K105 | $8.3K | 341,468 | 0.0% |
| Stemline Therapeutics Inc | COM | 85858C107 | $7.7K | 492,930 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $6.9K | 72,975 | 0.0% |
| Tesaro Inc | COM | 881569107 | $6.4K | 77,300 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $6.3K | 36,104 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $6.1K | 477,500 | 0.0% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $5.7K | 282,633 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $5.2K | 76,000 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $4.8K | 31,200 | 0.0% |
| Paratek Pharmaceuticals Inc | COM | 699374302 | $4.5K | 253,500 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM | 53220K504 | $4.0K | 29,000 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $3.6K | 20,000 | 0.0% |
| Synergy Pharmaceuticals | COM | 871639308 | $3.4K | 1,505,804 | 0.0% |
| Kalvista Pharmaceuticals Inc(KALV) | COM | 483497103 | $3.1K | 322,436 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $3.1K | 57,500 | 0.0% |
| Sangamo Therapeutics Inc(SGMO) | COM | 800677106 | $3.0K | 185,000 | 0.0% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $3.0K | 108,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $2.9K | 37,000 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $2.6K | 51,500 | 0.0% |
| Five Prime Therapeutics Inc(FPRX) | COM | 33830X104 | $2.5K | 115,500 | 0.0% |
| Molecular Templates Inc | COM | 608550109 | $2.5K | 247,587 | 0.0% |
| Foamix Pharmaceuticals LTD | SHS | M46135105 | $2.3K | 382,838 | 0.0% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $2.3K | 25,000 | 0.0% |
| Juno Therapeutics Inc | COM | 48205A109 | $2.3K | 50,000 | 0.0% |
| Achaogen Inc | COM | 004449104 | $2.2K | 204,538 | 0.0% |
| Avexis Inc | COM | 05366U100 | $1.9K | 17,000 | 0.0% |
| Deciphera Pharmaceuticals Inc(DCPHEUR) | COM | 24344T101 | $1.7K | 77,000 | 0.0% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $1.7K | 17,000 | 0.0% |
| Transenterix Inc | COM | 89366M201 | $1.7K | 889,082 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $1.5K | 27,000 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $1.5K | 31,400 | 0.0% |
| Merus NV | COM | NS749R100 | $1.4K | 75,060 | 0.0% |
| Cymabay Therapeutics Inc(CBAYUSD) | COM | 23257D103 | $1.3K | 145,000 | 0.0% |
| GW Pharmaceuticals PLC | ADS | 36197T103 | $1.3K | 9,600 | 0.0% |
| Optinose Inc | COM | 68404V100 | $1.2K | 65,000 | 0.0% |