Q2 2017 Holdings
Filed 2017-08-14 | 126 holdings | $225.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $146.2M | 1,832,761 | 64.8% |
| Cytomx Therapeutics Inc(CTMX) | COM | 23284F105 | $21.6M | 1,390,381 | 9.5% |
| Akebia Therapeutics Inc(AKBA) | COM | 00972D105 | $15.8M | 1,100,000 | 7.0% |
| Aldeyra Therapeutics Inc(ALDX) | COM | 01438T106 | $13.4M | 2,885,458 | 5.9% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $9.5M | 450,000 | 4.2% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $9.2M | 1,810,581 | 4.1% |
| ANI Pharmaceuticals Inc(ANIP) | COM | 00182C103 | $5.9M | 125,399 | 2.6% |
| Arrowhead Pharmaceuticals in(ARWR) | COM | 04280A100 | $1.4M | 847,458 | 0.6% |
| Champions Oncology Inc(CSBR) | COM NEW | 15870P307 | $943.0K | 366,973 | 0.4% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $174.2K | 17,296,672 | 0.1% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $164.6K | 3,577,589 | 0.1% |
| Global Blood Therapeutics in | COM | 37890U108 | $107.6K | 3,933,927 | 0.0% |
| Versartis Inc | COM | 92529L102 | $76.9K | 4,407,317 | 0.0% |
| LA Jolla Pharmaceutical Co(LJPC) | COM PAR $.0001 2 | 503459604 | $64.2K | 2,157,011 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $64.1K | 733,320 | 0.0% |
| Retrophin Inc | COM | 761299106 | $51.8K | 2,672,309 | 0.0% |
| Tesaro Inc | COM | 881569107 | $50.3K | 359,551 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $50.0K | 3,448,302 | 0.0% |
| Corium Intl Inc | COM | 21887L107 | $43.6K | 5,847,133 | 0.0% |
| Nxstage Medical Inc | COM | 67072V103 | $39.0K | 1,555,523 | 0.0% |
| Dova Pharmaceuticals Inc(DOVA) | COM | 25985T102 | $38.0K | 1,706,499 | 0.0% |
| Sarepta Therapeutics(SRPT) | COM | 803607100 | $36.7K | 1,089,961 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $35.7K | 277,352 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $32.1K | 4,363,114 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $29.2K | 645,873 | 0.0% |
| VBI Vaccines in(VAC2USD) | COM NEW | 91822J103 | $28.6K | 6,565,843 | 0.0% |
| Xencor Inc(XNCR) | COM | 98401F105 | $27.3K | 1,293,095 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $27.2K | 1,074,327 | 0.0% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $27.1K | 1,371,186 | 0.0% |
| Quotient LTD | SHS | G73268107 | $26.0K | 3,714,486 | 0.0% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $22.8K | 952,269 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $22.5K | 444,661 | 0.0% |
| Avexis Inc | COM | 05366U100 | $22.3K | 271,181 | 0.0% |
| Sage Therapeutics Inc(SG7)Call | COM | 78667J108 | $21.9K | 275,000 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $21.6K | 711,259 | 0.0% |
| DBV Technologies S A | SPONSORED ADR | 23306J101 | $21.1K | 591,765 | 0.0% |
| Kadmon Hldgs Inc(KDMN) | COM | 48283N106 | $20.2K | 5,185,847 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $19.4K | 20,695 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $18.8K | 78,093 | 0.0% |
| Albireo Pharma Inc(BDQM) | COM | 01345P106 | $17.4K | 845,000 | 0.0% |
| Galapagos NV(GLPG) | SPON ADR | 36315X101 | $17.3K | 226,405 | 0.0% |
| Selecta Biosciences Inc(SELBUSD) | COM | 816212104 | $15.8K | 797,325 | 0.0% |
| Avadel Pharmaceuticals PLC | SPONSORED ADR | 05337M104 | $15.8K | 1,429,114 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $14.5K | 553,154 | 0.0% |
| Antares Pharma Inc(ATRSEUR) | COM | 036642106 | $13.7K | 4,267,253 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $13.5K | 707,500 | 0.0% |
| Aveo Pharmaceuticals Inc(AVEOEUR) | COM | 053588109 | $13.3K | 6,010,660 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $13.3K | 85,572 | 0.0% |
| Axovant Sciences LTD | COM | G0750W104 | $13.3K | 572,700 | 0.0% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $12.3K | 662,798 | 0.0% |