Q1 2018 Holdings
Filed 2018-05-15 | 63 holdings | $29.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $12.5M | 45,608 | 42.0% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $5.3M | 65,284 | 17.8% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $4.4M | 36,800 | 14.7% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $3.0M | 36,500 | 10.0% |
| Axogen Inc(AXGN) | COM | 05463X106 | $1.8M | 50,000 | 6.1% |
| BeiGene Ltd(ONC) | SPONSORED ADR | 07725L102 | $1.6M | 9,500 | 5.4% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $961.0K | 42,773 | 3.2% |
| Celgene Corp(CELG) | COM | 151020104 | $18.3K | 205,522 | 0.1% |
| Shire plc | SPONSORED ADR | 82481R106 | $14.8K | 99,000 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $13.9K | 851,500 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $12.8K | 154,000 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $12.4K | 36,030 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $11.3K | 70,496 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $11.1K | 68,222 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $9.9K | 131,284 | 0.0% |
| Adamas Pharmaceuticals Inc(ADMSEUR) | COM | 00548A106 | $8.8K | 370,000 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $8.6K | 388,334 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $8.1K | 72,441 | 0.0% |
| Stemline Therapeutics Inc | COM | 85858C107 | $7.5K | 492,930 | 0.0% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $7.0K | 358,633 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM | 53220K504 | $6.9K | 42,000 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $6.1K | 72,975 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $5.6K | 126,500 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $4.0K | 76,000 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $3.8K | 103,000 | 0.0% |
| Bluebird Bio Inc | COM | 09609G100 | $3.4K | 20,000 | 0.0% |
| Kalvista Pharmaceuticals Inc(KALV) | COM | 483497103 | $3.0K | 322,436 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $2.9K | 19,000 | 0.0% |
| Synergy Pharmaceuticals del | COM | 871639308 | $2.7K | 1,505,809 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $2.3K | 34,000 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $2.2K | 42,500 | 0.0% |
| Avexis Inc | COM | 05366U100 | $2.1K | 17,000 | 0.0% |
| Ultragenyx Pharmaceutical Inc(RARE) | COM | 90400D108 | $2.1K | 41,000 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $2.0K | 27,000 | 0.0% |
| Molecular Templates Inc | COM | 608550109 | $2.0K | 247,587 | 0.0% |
| Cymabay Therapeutics Inc(CBAYUSD) | COM | 23257D103 | $1.9K | 145,000 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $1.6K | 14,000 | 0.0% |
| Deciphera Pharmaceuticals Inc(DCPHEUR) | COM | 24344T101 | $1.5K | 77,000 | 0.0% |
| Transenterix Inc | COM | 89366M201 | $1.5K | 889,082 | 0.0% |
| Intersect Ent Inc | COM | 46071F103 | $1.5K | 37,000 | 0.0% |
| FibroGen Inc(FGENEUR) | COM | 31572Q808 | $1.4K | 31,400 | 0.0% |
| Globus Med Inc(GMED) | COM | 379577208 | $1.4K | 29,000 | 0.0% |
| Merus N V | COM | N5749R100 | $1.4K | 75,060 | 0.0% |
| Paratek Pharmaceuticals Inc | COM | 699374302 | $1.3K | 103,500 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $1.3K | 370,000 | 0.0% |
| Optinose Inc | COM | 68404V100 | $1.3K | 65,000 | 0.0% |
| Tesaro Inc | COM | 881569107 | $1.2K | 21,300 | 0.0% |
| Verastem Inc | COM | 92337C104 | $1.2K | 400,000 | 0.0% |
| ReShape Lifesciences Inc | COM | 761123108 | $1.1K | 788,194 | 0.0% |
| Spring Bk Pharmaceuticals Inc | COM | 849431101 | $1.1K | 73,000 | 0.0% |