Q4 2017 Holdings
Filed 2018-02-09 | 121 holdings | $144.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $57.2M | 450,000 | 39.6% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $29.3M | 300,000 | 20.3% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $28.6M | 500,000 | 19.8% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $12.6M | 200,000 | 8.8% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONSORED ADR | 00653A107 | $4.7M | 700,000 | 3.2% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $2.9M | 100,000 | 2.0% |
| Blue Buffalo PET Prods Inc | COM | 09531U102 | $2.9M | 87,460,875 | 2.0% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $2.5M | 500,000 | 1.7% |
| Weight Watchers Intl Inc New | COM | 948626106 | $1.3M | 29,443,300 | 0.9% |
| Lexicon Pharmaceuticals Inc(LXRX) | COM NEW | 528872302 | $575.8K | 58,274,650 | 0.4% |
| Bank Amer Corp(BAC)Call | COM | 060505104 | $171.2K | 5,800,000 | 0.1% |
| International Business Machs(IBM)Call | COM | 459200101 | $122.7K | 800,000 | 0.1% |
| Citigroup Inc(C)Call | COM NEW | 172967424 | $111.6K | 1,500,000 | 0.1% |
| Wells Fargo Co New(WFC)Call | COM | 949746101 | $91.0K | 1,500,000 | 0.1% |
| Gilead Sciences Inc(GILD)Call | COM | 375558103 | $89.6K | 1,250,000 | 0.1% |
| Alexion Pharmaceuticals Inc(ALXN)Call | COM | 015351109 | $77.7K | 650,000 | 0.1% |
| Nektar Therapeutics(NKTREUR)Call | COM | 640268108 | $65.7K | 1,100,000 | 0.0% |
| Bristol Myers Squibb Co(BMY)Call | COM | 110122108 | $55.2K | 900,000 | 0.0% |
| Goldman Sachs Group Inc(GS)Call | COM | 38141G104 | $51.0K | 200,000 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $47.4K | 500,000 | 0.0% |
| Alibaba Group Hldg LTD(BABA)Call | SPONSORED ADS | 01609W102 | $34.5K | 200,000 | 0.0% |
| Spdr Series Trust(XBI)Call | S&P BIOTECH | 78464A870 | $33.9K | 400,000 | 0.0% |
| Allergan PLCCall | SHS | G0177J108 | $32.7K | 200,000 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $31.8K | 750,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX)Call | COM | 92532F100 | $30.0K | 200,000 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $26.7K | 150,000 | 0.0% |
| Morgan Stanley(MS)Call | COM NEW | 617446448 | $26.2K | 500,000 | 0.0% |
| Alnylam Pharmaceuticals Inc(ALNY)Call | COM | 02043Q107 | $25.4K | 200,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $23.9K | 400,000 | 0.0% |
| Incyte Corp(INCY)Call | COM | 45337C102 | $23.7K | 250,000 | 0.0% |
| Amicus Therapeutics Inc(FOLD)Call | COM | 03152W109 | $20.1K | 1,400,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $19.4K | 250,000 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $19.2K | 1,500,000 | 0.0% |
| Medicines CoCall | COM | 584688105 | $19.1K | 700,000 | 0.0% |
| Regeneron Pharmaceuticals(REGN)Call | COM | 75886F107 | $18.8K | 50,000 | 0.0% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $18.1K | 1,000,000 | 0.0% |
| Brighthouse Finl Inc(BHF)Call | COM | 10922N103 | $17.6K | 300,000 | 0.0% |
| Amgen Inc(AMGN)Call | COM | 031162100 | $17.4K | 100,000 | 0.0% |
| Avexis Inc | COM | 05366U100 | $16.6K | 150,000 | 0.0% |
| Juno Therapeutics IncCall | COM | 48205A109 | $16.0K | 350,000 | 0.0% |
| Celgene Corp(CELG)Call | COM | 151020104 | $15.7K | 150,000 | 0.0% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $15.1K | 150,000 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $14.4K | 1,000,000 | 0.0% |
| Global Blood Therapeutics in | COM | 37890U108 | $13.8K | 350,000 | 0.0% |
| Accelerate Diagnostics Inc | COM | 00430H102 | $13.1K | 500,000 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $12.7K | 400,000 | 0.0% |
| Metlife Inc(MET)Call | COM | 59156R108 | $12.6K | 250,000 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $12.4K | 75,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR)Call | COM | 189464100 | $10.2K | 150,000 | 0.0% |
| Biomarin Pharmaceutical Inc(BMRN)Call | COM | 09061G101 | $8.9K | 100,000 | 0.0% |