Q1 2018 Holdings
Filed 2018-05-08 | 30 holdings | $363.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agios Pharmaceuticals Inc.(AGIO) | COM | 00847X104 | $207.3M | 2,535,253 | 57.1% |
| Alnylam Pharmaceuticals Inc.(ALNY) | COM | 02043Q107 | $120.5M | 1,011,338 | 33.2% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $31.9M | 396,819 | 8.8% |
| Ionis Pharmaceuticals Inc.(IONS) | COM | 462222100 | $375.4K | 8,516,334 | 0.1% |
| Incyte Corp.(INCY) | COM | 45337C102 | $308.2K | 3,698,322 | 0.1% |
| Celgene Corp(CELG) | COM | 151020104 | $296.6K | 3,324,298 | 0.1% |
| Neurocrine Biosciences Inc.(NBIX) | COM | 64125C109 | $282.2K | 3,402,753 | 0.1% |
| Vertex Pharmaceuticals Inc.(VRTX) | COM | 92532F100 | $240.5K | 1,475,445 | 0.1% |
| Radius Health Inc. | COM NEW | 750469207 | $210.4K | 5,853,799 | 0.1% |
| Gilead Sciences Inc.(GILD) | COM | 375558103 | $201.6K | 2,674,596 | 0.1% |
| Esperion Therapeutics Inc.(ESPR) | COM | 29664W105 | $174.5K | 2,412,964 | 0.0% |
| Halozyme Therapeutics Inc.(HALO) | COM | 40637H109 | $166.9K | 8,520,137 | 0.0% |
| Sage Therapeutics Inc.(SG7) | COM | 78667J108 | $161.5K | 1,002,439 | 0.0% |
| Alexion Pharmaceuticals Inc.(ALXN) | COM | 015351109 | $155.4K | 1,394,428 | 0.0% |
| Regeneron Pharmaceuticals Inc.(REGN) | COM | 75886F107 | $96.4K | 280,000 | 0.0% |
| Tesaro Inc. | COM | 881569107 | $93.1K | 1,629,743 | 0.0% |
| Myovant Sciences Ltd. | COM | G637AM102 | $74.6K | 3,507,882 | 0.0% |
| MacroGenics Inc.(MGNX) | COM | 556099109 | $65.4K | 2,600,412 | 0.0% |
| Akcea Therapeutics, Inc.(AKCAEUR) | COM | 00972L107 | $61.2K | 2,389,571 | 0.0% |
| AveXis, Inc. | COM | 05366U100 | $49.8K | 402,800 | 0.0% |
| Intra-Cellular Therapies Inc.(ITCIEUR) | COM | 46116X101 | $46.3K | 2,200,000 | 0.0% |
| Voyager Therapeutics Inc.(VYGR) | COM | 92915B106 | $37.4K | 1,992,641 | 0.0% |
| Wave Life Sciences Ltd.(WVE) | SHS | Y95308105 | $35.9K | 896,096 | 0.0% |
| Intercept Pharmaceuticals Inc.(ICPTUSD) | COM | 45845P108 | $33.6K | 545,719 | 0.0% |
| Alder Biopharmaceuticals Inc.(ALDR1EUR) | COM | 014339105 | $28.8K | 2,266,008 | 0.0% |
| Novavax Inc. | COM | 670002104 | $17.5K | 8,330,000 | 0.0% |
| Five Prime Therapeutics Inc.(FPRX) | COM | 33830X104 | $16.8K | 977,500 | 0.0% |
| Prothena Corp. PLC(PRTA) | SHS | G72800108 | $14.7K | 400,000 | 0.0% |
| Cidara Therapeutics Inc. | COM | 171757107 | $9.2K | 2,295,272 | 0.0% |
| Achillion Pharmaceuticals Inc.(ACHNEUR) | COM | 00448Q201 | $4.7K | 1,279,340 | 0.0% |