Q1 2019 Holdings
Filed 2019-05-13 | 35 holdings | $469.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agios Pharmaceuticals, Inc.(AGIO) | COM | 00847X104 | $200.8M | 2,978,134 | 42.8% |
| Alnylam Pharmaceuticals, Inc.(ALNY) | COM | 02043Q107 | $152.4M | 1,631,089 | 32.4% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $112.9M | 904,739 | 24.0% |
| Ionis Pharmaceuticals Inc.(IONS) | COM | 462222100 | $627.0K | 7,725,000 | 0.1% |
| Incyte Corp.(INCY) | COM | 45337C102 | $311.4K | 3,620,000 | 0.1% |
| Neurocrine Biosciences Inc.(NBIX) | COM | 64125C109 | $296.6K | 3,366,786 | 0.1% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $239.1K | 1,300,000 | 0.1% |
| Sage Therapeutics, Inc.(SG7) | COM | 78667J108 | $218.7K | 1,375,229 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $207.5K | 2,200,000 | 0.0% |
| Alexion Pharmaceuticals, Inc.(ALXN) | COM | 015351109 | $177.7K | 1,314,428 | 0.0% |
| Esperion Therapeutics, Inc.(ESPR) | COM | 29664W105 | $141.4K | 3,522,964 | 0.0% |
| Radius Health, Inc. | COM NEW | 750469207 | $135.2K | 6,781,685 | 0.0% |
| Halozyme Therapeutics Inc.(HALO) | COM | 40637H109 | $134.0K | 8,322,860 | 0.0% |
| Moderna, Inc.(MRNA) | COM | 60770K107 | $97.4K | 4,785,681 | 0.0% |
| Myovant Sciences Ltd. | COM | G637AM102 | $85.9K | 3,597,882 | 0.0% |
| Intercept Pharmaceuticals, Inc.(ICPTUSD) | COM | 45845P108 | $78.0K | 696,976 | 0.0% |
| Gilead Sciences Inc.(GILD) | COM | 375558103 | $74.3K | 1,142,204 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $67.9K | 2,020,676 | 0.0% |
| Exelixis, Inc.(EXEL) | COM | 30161Q104 | $67.5K | 2,835,000 | 0.0% |
| Akcea Therapeutics, Inc.(AKCAEUR) | COM | 00972L107 | $67.4K | 2,377,638 | 0.0% |
| Myokardia Inc. | COM | 62857M105 | $65.8K | 1,264,913 | 0.0% |
| MacroGenics Inc.(MGNX) | COM | 556099109 | $61.1K | 3,400,000 | 0.0% |
| Wave Life Sciences Ltd.(WVE) | SHS | Y95308105 | $56.9K | 1,465,002 | 0.0% |
| Voyager Therapeutics, Inc.(VYGR) | COM | 92915B106 | $54.9K | 2,865,841 | 0.0% |
| Audentes Therapeutics, Inc.(BOLDEUR) | COM | 05070R104 | $53.4K | 1,369,604 | 0.0% |
| Alder Biopharmaceuticals Inc.(ALDR1EUR) | COM | 014339105 | $37.8K | 2,766,008 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $29.0K | 810,462 | 0.0% |
| Scholar Rock Holding Corp(SRRK) | COM | 80706P103 | $27.8K | 1,476,839 | 0.0% |
| Intra-Cellular Therapies, Inc.(ITCIEUR) | COM | 46116X101 | $26.8K | 2,200,000 | 0.0% |
| Sangamo Therapeutics, Inc(SGMO) | COM | 800677106 | $25.3K | 2,650,000 | 0.0% |
| Kezar Life Sciences, Inc. | COM | 49372L100 | $21.7K | 1,220,503 | 0.0% |
| G1 Therapeutics, Inc.(GTHXEUR) | COM | 3621LQ109 | $11.2K | 671,925 | 0.0% |
| Cidara Therapeutics, Inc. | COM | 171757107 | $6.1K | 2,295,272 | 0.0% |
| Novavax Inc. | COM | 670002104 | $4.6K | 8,330,000 | 0.0% |
| Homology Medicines, Inc. | COM | 438083107 | $2.5K | 91,336 | 0.0% |