Q1 2014 Holdings
Filed 2014-05-15 | 46 holdings | $46.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $20.5M | 300,000 | 43.6% |
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $12.4M | 1,168,000 | 26.3% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $7.3M | 300,000 | 15.6% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $3.4M | 50,000 | 7.2% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $3.1M | 10,000 | 6.5% |
| Medivation Inc | COM | 58501N101 | $38.6K | 600,000 | 0.1% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $21.9K | 300,000 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $21.6K | 207,500 | 0.0% |
| Receptos Inc | COM | 756207106 | $18.9K | 450,000 | 0.0% |
| Dyax Corp | COM | 26746E103 | $18.0K | 2,000,000 | 0.0% |
| Intercept Pharmaceuticals in(ICPTUSD) | COM | 45845P108 | $16.5K | 50,000 | 0.0% |
| Arrowhead Research Corp | COM NEW | 042797209 | $16.4K | 1,000,000 | 0.0% |
| Idenix Pharmaceuticals Inc | COM | 45166R204 | $15.1K | 2,500,000 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $14.4K | 550,000 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $13.9K | 100,000 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $13.4K | 350,000 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $12.4K | 300,000 | 0.0% |
| Merck & Co. Inc New(MRK) | COM | 58933Y105 | $11.4K | 200,000 | 0.0% |
| Sangamo Biosciences Inc(SGMO) | COM | 800677106 | $10.8K | 600,000 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $9.0K | 750,000 | 0.0% |
| Sorrento Therapeutics Inc(SRNE) | COM NEW | 83587F202 | $9.0K | 700,000 | 0.0% |
| Tesaro Inc | COM | 881569107 | $8.8K | 300,000 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $8.8K | 200,000 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $8.6K | 280,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $8.3K | 120,000 | 0.0% |
| Nanostring Technologies Inc(NSTGEUR) | COM | 63009R109 | $8.3K | 400,000 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $8.2K | 1,750,000 | 0.0% |
| Glycomimetics Inc(GLYCEUR) | COM | 38000Q102 | $7.7K | 469,400 | 0.0% |
| Chimerix Inc(CMRXEUR) | COM | 16934W106 | $6.9K | 300,000 | 0.0% |
| Omeros Corp(OMER) | COM | 682143102 | $6.0K | 500,000 | 0.0% |
| Galectin Therapeutics Inc(GALT) | COM NEW | 363225202 | $5.3K | 348,000 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $5.2K | 200,000 | 0.0% |
| Eagle Pharmaceuticals Inc(EGRX) | COM | 269796108 | $5.1K | 400,000 | 0.0% |
| Rockwell MED Inc | COM | 774374102 | $5.1K | 400,000 | 0.0% |
| Novavax Inc | COM | 670002104 | $4.5K | 1,000,000 | 0.0% |
| Recro Pharma Inc | COM | 75629F109 | $3.7K | 500,000 | 0.0% |
| Genvec Inc | COM NEW | 37246C307 | $3.5K | 1,329,300 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $3.5K | 50,000 | 0.0% |
| Agenus Inc(AGENEUR) | COM NEW | 00847G705 | $3.2K | 1,000,000 | 0.0% |
| Aquinox Pharmaceuticals Inc | COM | 03842B101 | $3.1K | 246,877 | 0.0% |
| Geron Corp(GERN) | COM | 374163103 | $3.1K | 1,500,000 | 0.0% |
| Auspex Pharmaceuticals Inc | COM | 05211J102 | $3.1K | 100,000 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $2.9K | 60,000 | 0.0% |
| Regulus Therapeutics Inc | COM | 75915K101 | $1.8K | 200,000 | 0.0% |
| Idera Pharmaceuticals Inc | COM NEW | 45168K306 | $1.6K | 400,000 | 0.0% |
| Celsus Therapeutics PLC | SPONSORED ADR NE | 15119A202 | $668 | 103,000 | 0.0% |