Q4 2018 Holdings
Filed 2019-02-12 | 34 holdings | $335.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agios Pharmaceuticals Inc.(AGIO) | COM | 00847X104 | $132.7M | 2,878,134 | 39.6% |
| Alnylam Pharmaceuticals, Inc.(ALNY) | COM | 02043Q107 | $114.6M | 1,571,389 | 34.2% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $85.0M | 884,739 | 25.4% |
| Ionis Pharmaceuticals Inc.(IONS) | COM | 462222100 | $472.6K | 8,741,334 | 0.1% |
| Incyte Corp.(INCY) | COM | 45337C102 | $242.2K | 3,808,322 | 0.1% |
| Neurocrine Biosciences Inc.(NBIX) | COM | 64125C109 | $238.7K | 3,343,090 | 0.1% |
| Vertex Pharmaceuticals Inc.(VRTX) | COM | 92532F100 | $227.1K | 1,370,445 | 0.1% |
| Esperion Therapeutics, Inc.(ESPR) | COM | 29664W105 | $156.1K | 3,392,964 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $147.7K | 2,303,875 | 0.0% |
| Sage Therapeutics, Inc.(SG7) | COM | 78667J108 | $131.7K | 1,375,229 | 0.0% |
| Alexion Pharmaceuticals, Inc.(ALXN) | COM | 015351109 | $128.0K | 1,314,428 | 0.0% |
| Halozyme Therapeutics Inc.(HALO) | COM | 40637H109 | $121.8K | 8,322,860 | 0.0% |
| Radius Health, Inc. | COM NEW | 750469207 | $110.7K | 6,710,276 | 0.0% |
| Gilead Sciences Inc.(GILD) | COM | 375558103 | $83.3K | 1,332,204 | 0.0% |
| Moderna, Inc.(MRNA) | COM | 60770K107 | $73.1K | 4,785,681 | 0.0% |
| Akcea Therapeutics, Inc.(AKCAEUR) | COM | 00972L107 | $71.9K | 2,386,471 | 0.0% |
| Wave Life Sciences Ltd.(WVE) | SHS | Y95308105 | $61.6K | 1,465,002 | 0.0% |
| Myovant Sciences Ltd. | COM | G637AM102 | $59.0K | 3,597,882 | 0.0% |
| Intercept Pharmaceuticals, Inc.(ICPTUSD) | COM | 45845P108 | $58.0K | 575,719 | 0.0% |
| Exelixis, Inc.(EXEL) | COM | 30161Q104 | $55.8K | 2,835,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $45.4K | 1,380,975 | 0.0% |
| Myokardia Inc. | COM | 62857M105 | $42.9K | 877,266 | 0.0% |
| MacroGenics Inc.(MGNX) | COM | 556099109 | $41.7K | 3,283,272 | 0.0% |
| Scholar Rock Holding Corp(SRRK) | COM | 80706P103 | $29.4K | 1,279,978 | 0.0% |
| Alder Biopharmaceuticals Inc.(ALDR1EUR) | COM | 014339105 | $28.4K | 2,766,008 | 0.0% |
| Voyager Therapeutics, Inc.(VYGR) | COM | 92915B106 | $26.9K | 2,865,841 | 0.0% |
| Regeneron Pharmaceuticals Inc.(REGN) | COM | 75886F107 | $25.5K | 68,156 | 0.0% |
| Intra-Cellular Therapies, Inc.(ITCIEUR) | COM | 46116X101 | $25.1K | 2,200,000 | 0.0% |
| Kezar Life Sciences, Inc. | COM | 49372L100 | $19.3K | 818,432 | 0.0% |
| Audentes Therapeutics, Inc.(BOLDEUR) | COM | 05070R104 | $16.4K | 769,404 | 0.0% |
| Sangamo Therapeutics, Inc.(SGMO) | COM | 800677106 | $15.5K | 1,350,000 | 0.0% |
| Novavax Inc. | COM | 670002104 | $15.3K | 8,330,000 | 0.0% |
| G1 Therapeutics, Inc.(GTHXEUR) | COM | 3621LQ109 | $12.9K | 671,925 | 0.0% |
| Cidara Therapeutics, Inc. | COM | 171757107 | $5.4K | 2,295,272 | 0.0% |