Q4 2019 Holdings
Filed 2020-02-14 | 32 holdings | $611.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ascendis Pharma(ASND) | Sponsored ADR | 04351P101 | $259.5M | 1,865,000 | 42.5% |
| Biomarin Pharmaceutical Inc(BMRN) | Common | 09061G101 | $169.1M | 2,000,000 | 27.7% |
| Argenx SE(ARGX) | Sponsored ADR | 04016X101 | $150.3M | 936,500 | 24.6% |
| Allogene Therapeutics Inc(ALLO) | Common | 019770106 | $29.3M | 1,128,594 | 4.8% |
| Immunomedics Inc(IMMU) | Common | 452907108 | $518.4K | 24,500,000 | 0.1% |
| Mirati Therapeutics Inc(MRTXEUR) | Common | 60468T105 | $496.1K | 3,850,200 | 0.1% |
| Iovance Biotherapeutics Inc(IOVA) | Common | 462260100 | $244.3K | 8,826,039 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | Common | 803607100 | $227.1K | 1,760,000 | 0.0% |
| Constellation Pharmaceuticals Inc(CNST) | Common | 210373106 | $172.0K | 3,650,000 | 0.0% |
| Horizon Therapeutics PLC | Common | G46188101 | $144.8K | 4,000,000 | 0.0% |
| Uniqure NV(QURE) | Common | N90064101 | $121.8K | 1,700,000 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | Common | 48576U106 | $113.1K | 5,900,000 | 0.0% |
| Myokardia Inc | Common | 62857M105 | $112.2K | 1,540,000 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | Common | 03152W109 | $109.1K | 11,200,000 | 0.0% |
| Zogenix Inc | Common | 98978L204 | $104.3K | 2,000,000 | 0.0% |
| Athenex Inc(ATNXEUR) | Common | 04685N103 | $80.3K | 5,261,437 | 0.0% |
| Adverum Biotechnologies Inc(ADVMCHF) | Common | 00773U108 | $60.5K | 5,250,000 | 0.0% |
| Tricida Inc(1T7) | Common | 89610F101 | $58.9K | 1,560,000 | 0.0% |
| Amarin Corp PLC | Sponsored ADR | 023111206 | $40.7K | 1,900,000 | 0.0% |
| Madrigal Pharmaceuticals Inc(MDGL) | Common | 558868105 | $31.8K | 349,000 | 0.0% |
| Xenon Pharmaceuticals Inc(XENE) | Common | 98420N105 | $31.5K | 2,400,000 | 0.0% |
| Deciphera Pharmaceuticals Inc(DCPHEUR) | Common | 24344T101 | $31.1K | 500,000 | 0.0% |
| CUE Biopharma Inc(CUE) | Common | 22978P106 | $29.7K | 1,870,000 | 0.0% |
| Biodelivery Sciences Intl(BDSIUSD) | Common | 09060J106 | $19.0K | 3,000,000 | 0.0% |
| Marinus Pharmaceuticals Inc | Common | 56854Q101 | $13.4K | 6,200,000 | 0.0% |
| TG Therapeutics Inc(TGTX) | Common | 88322Q108 | $11.1K | 1,000,000 | 0.0% |
| Cymabay Therapeutics Inc(CBAYUSD) | Common | 23257D103 | $10.8K | 5,500,000 | 0.0% |
| Fennec Pharmaceuticals Inc(FENC) | Common | 31447P100 | $7.2K | 1,105,999 | 0.0% |
| Deciphera Pharmaceuticals Inc(DCPHEUR)Call | Common | 24344T101 | $5.0K | 800,000 | 0.0% |
| Alimera Sciences Inc | Common | 016259202 | $3.2K | 415,999 | 0.0% |
| Seattle Genetics IncCall | Common | 812578102 | $150 | 75,000 | 0.0% |