Q2 2018 Holdings
Filed 2018-08-09 | 32 holdings | $337.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agios Pharmaceuticals Inc.(AGIO) | COM | 00847X104 | $185.1M | 2,197,931 | 54.8% |
| Alnylam Pharmaceuticals, Inc.(ALNY) | COM | 02043Q107 | $112.3M | 1,140,538 | 33.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $37.2M | 449,049 | 11.0% |
| Ionis Pharmaceuticals Inc.(IONS) | COM | 462222100 | $361.1K | 8,666,334 | 0.1% |
| Neurocrine Biosciences Inc.(NBIX) | COM | 64125C109 | $325.9K | 3,317,753 | 0.1% |
| Celgene Corp(CELG) | COM | 151020104 | $264.0K | 3,324,298 | 0.1% |
| Incyte Corp.(INCY) | COM | 45337C102 | $251.8K | 3,758,322 | 0.1% |
| Vertex Pharmaceuticals Inc.(VRTX) | COM | 92532F100 | $238.0K | 1,400,445 | 0.1% |
| Radius Health Inc. | COM NEW | 750469207 | $182.7K | 6,200,913 | 0.1% |
| Gilead Sciences Inc.(GILD) | COM | 375558103 | $168.2K | 2,374,596 | 0.0% |
| Sage Therapeutics Inc.(SG7) | COM | 78667J108 | $167.7K | 1,071,373 | 0.0% |
| Alexion Pharmaceuticals Inc.(ALXN) | COM | 015351109 | $166.9K | 1,344,428 | 0.0% |
| Halozyme Therapeutics Inc.(HALO) | COM | 40637H109 | $139.1K | 8,247,860 | 0.0% |
| Esperion Therapeutics Inc.(ESPR) | COM | 29664W105 | $124.7K | 3,182,964 | 0.0% |
| Tesaro Inc. | COM | 881569107 | $107.9K | 2,426,802 | 0.0% |
| Regeneron Pharmaceuticals Inc.(REGN) | COM | 75886F107 | $93.1K | 270,000 | 0.0% |
| Myovant Sciences Ltd. | COM | G637AM102 | $80.2K | 3,507,882 | 0.0% |
| Akcea Therapeutics, Inc.(AKCAEUR) | COM | 00972L107 | $58.9K | 2,484,071 | 0.0% |
| MacroGenics Inc.(MGNX) | COM | 556099109 | $54.9K | 2,660,412 | 0.0% |
| Voyager Therapeutics Inc.(VYGR) | COM | 92915B106 | $49.5K | 2,532,641 | 0.0% |
| Intercept Pharmaceuticals Inc.(ICPTUSD) | COM | 45845P108 | $45.8K | 545,719 | 0.0% |
| Wave Life Sciences Ltd.(WVE) | SHS | Y95308105 | $43.5K | 1,137,885 | 0.0% |
| Intra-Cellular Therapies Inc.(ITCIEUR) | COM | 46116X101 | $38.9K | 2,200,000 | 0.0% |
| Alder Biopharmaceuticals Inc.(ALDR1EUR) | COM | 014339105 | $35.8K | 2,266,008 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $25.6K | 525,000 | 0.0% |
| Myokardia Inc. | COM | 62857M105 | $23.8K | 480,000 | 0.0% |
| Exelixis Inc.(EXEL) | COM | 30161Q104 | $22.8K | 1,060,000 | 0.0% |
| Five Prime Therapeutics Inc.(FPRX) | COM | 33830X104 | $15.5K | 977,500 | 0.0% |
| G1 Therapeutics Inc.(GTHXEUR) | COM | 3621LQ109 | $15.3K | 352,607 | 0.0% |
| Cidara Therapeutics Inc. | COM | 171757107 | $11.9K | 2,295,272 | 0.0% |
| Novavax Inc. | COM | 670002104 | $11.2K | 8,330,000 | 0.0% |
| Achillion Pharmaceuticals Inc.(ACHNEUR) | COM | 00448Q201 | $3.6K | 1,279,340 | 0.0% |