Q4 2013 Holdings
Filed 2014-02-14 | 37 holdings | $45.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $20.0M | 800,000 | 44.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $16.1M | 250,000 | 35.4% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $7.0M | 100,000 | 15.5% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $2.0M | 268,000 | 4.5% |
| Medivation Inc | COM | 58501N101 | $34.9K | 546,900 | 0.1% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $27.5K | 400,000 | 0.1% |
| Keryx Biopharmaceuticals | COM | 492515101 | $22.0K | 1,700,000 | 0.0% |
| Dyax Corp | COM | 26746E103 | $21.5K | 2,850,000 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $20.7K | 200,000 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $20.3K | 120,000 | 0.0% |
| Idenix Pharmaceuticals Inc | COM | 45166R204 | $17.5K | 2,925,000 | 0.0% |
| Geron Corp(GERN) | COM | 374163103 | $16.1K | 3,397,156 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $14.4K | 270,000 | 0.0% |
| Arrowhead Research Corp | COM NEW | 042797209 | $10.8K | 995,500 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $10.6K | 300,000 | 0.0% |
| Receptos Inc | COM | 756207106 | $10.1K | 350,000 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $8.8K | 1,750,000 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $8.5K | 750,000 | 0.0% |
| Tesaro Inc | COM | 881569107 | $8.5K | 300,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $7.2K | 119,300 | 0.0% |
| Alkermes PLC | SHS | 00B56GVS1 | $6.1K | 150,000 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $6.1K | 250,000 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $5.6K | 150,000 | 0.0% |
| Novavax Inc | COM | 670002104 | $5.1K | 1,000,000 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $2.9K | 50,000 | 0.0% |
| Sangamo Biosciences Inc(SGMO) | COM | 800677106 | $2.3K | 166,200 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $2.3K | 100,000 | 0.0% |
| Chimerix Inc(CMRXEUR) | COM | 16934W106 | $2.2K | 143,000 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $1.9K | 75,000 | 0.0% |
| Osiris Therapeutics Inc New | COM | 68827R108 | $1.7K | 107,800 | 0.0% |
| Xenoport Inc | COM | 98411C100 | $1.2K | 200,000 | 0.0% |
| Regulus Therapeutics Inc | COM | 75915K101 | $739 | 100,000 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $490 | 27,700 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $489 | 28,800 | 0.0% |
| Dendreon Corp | COM | 24823Q107 | $449 | 150,000 | 0.0% |
| Five Prime Therapeutics Inc(FPRX) | COM | 33830X104 | $336 | 20,000 | 0.0% |
| Enanta Pharmaceuticals Inc(ENTA) | COM | 29251M106 | $273 | 10,000 | 0.0% |