Q3 2018 Holdings
Filed 2018-11-09 | 32 holdings | $348.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agios Pharmaceuticals Inc.(AGIO) | COM | 00847X104 | $169.5M | 2,197,931 | 48.6% |
| Alnylam Pharmaceuticals, Inc.(ALNY) | COM | 02043Q107 | $119.9M | 1,370,538 | 34.4% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $55.7M | 734,739 | 16.0% |
| Ionis Pharmaceuticals Inc.(IONS) | COM | 462222100 | $447.0K | 8,666,334 | 0.1% |
| Neurocrine Biosciences Inc.(NBIX) | COM | 64125C109 | $388.3K | 3,158,090 | 0.1% |
| Celgene Corp(CELG) | COM | 151020104 | $267.1K | 2,984,298 | 0.1% |
| Vertex Pharmaceuticals Inc.(VRTX) | COM | 92532F100 | $264.1K | 1,370,445 | 0.1% |
| Incyte Corp.(INCY) | COM | 45337C102 | $263.1K | 3,808,322 | 0.1% |
| Alexion Pharmaceuticals Inc.(ALXN) | COM | 015351109 | $182.7K | 1,314,428 | 0.1% |
| Sage Therapeutics Inc.(SG7) | COM | 78667J108 | $151.3K | 1,071,373 | 0.0% |
| Gilead Sciences Inc.(GILD) | COM | 375558103 | $150.9K | 1,954,596 | 0.0% |
| Halozyme Therapeutics Inc.(HALO) | COM | 40637H109 | $149.9K | 8,247,860 | 0.0% |
| Esperion Therapeutics Inc.(ESPR) | COM | 29664W105 | $145.7K | 3,282,964 | 0.0% |
| Radius Health Inc. | COM NEW | 750469207 | $117.3K | 6,590,276 | 0.0% |
| Tesaro Inc. | COM | 881569107 | $114.4K | 2,931,802 | 0.0% |
| Myovant Sciences Ltd. | COM | G637AM102 | $94.7K | 3,567,882 | 0.0% |
| Akcea Therapeutics Inc.(AKCAEUR) | COM | 00972L107 | $83.6K | 2,386,471 | 0.0% |
| Regeneron Pharmaceuticals Inc.(REGN) | COM | 75886F107 | $80.8K | 200,000 | 0.0% |
| Wave Life Sciences Ltd.(WVE) | SHS | Y95308105 | $69.3K | 1,385,002 | 0.0% |
| Intercept Pharmaceuticals Inc.(ICPTUSD) | COM | 45845P108 | $69.0K | 545,719 | 0.0% |
| MacroGenics Inc.(MGNX) | COM | 556099109 | $64.1K | 2,990,412 | 0.0% |
| Voyager Therapeutics Inc.(VYGR) | COM | 92915B106 | $53.4K | 2,822,641 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $51.5K | 845,000 | 0.0% |
| Exelixis Inc.(EXEL) | COM | 30161Q104 | $49.4K | 2,785,000 | 0.0% |
| Intra-Cellular Therapies Inc.(ITCIEUR) | COM | 46116X101 | $47.7K | 2,200,000 | 0.0% |
| Alder Biopharmaceuticals Inc.(ALDR1EUR) | COM | 014339105 | $37.7K | 2,266,008 | 0.0% |
| Myokardia Inc. | COM | 62857M105 | $33.3K | 510,000 | 0.0% |
| G1 Therapeutics Inc.(GTHXEUR) | COM | 3621LQ109 | $22.2K | 425,318 | 0.0% |
| Novavax Inc. | COM | 670002104 | $15.7K | 8,330,000 | 0.0% |
| Cidara Therapeutics Inc. | COM | 171757107 | $10.1K | 2,295,272 | 0.0% |
| Scholar Rock Holding Corp.(SRRK) | COM | 80706P103 | $4.9K | 189,957 | 0.0% |
| Achillion Pharmaceuticals Inc.(ACHNEUR) | COM | 00448Q201 | $4.7K | 1,279,340 | 0.0% |