Q2 2014 Holdings
Filed 2014-08-14 | 54 holdings | $30.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $14.9M | 1,168,000 | 48.6% |
| Akebia Therapeutics Inc(AKBA) | COM | 00972D105 | $11.1M | 400,000 | 36.3% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $3.2M | 50,000 | 10.3% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $1.1M | 50,000 | 3.7% |
| Receptos Inc | COM | 756207106 | $20.4K | 478,800 | 0.1% |
| Omeros Corp(OMER) | COM | 682143102 | $19.5K | 1,123,000 | 0.1% |
| Questcor Pharmaceuticals Inc | COM | 74835Y101 | $18.5K | 200,000 | 0.1% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $17.9K | 385,000 | 0.1% |
| Dyax Corp | COM | 26746E103 | $17.3K | 1,800,000 | 0.1% |
| Celgene Corp(CELG) | COM | 151020104 | $17.2K | 200,000 | 0.1% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $14.7K | 100,000 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $13.7K | 207,500 | 0.0% |
| Arrowhead Resh Corp | COM NEW | 042797209 | $12.9K | 900,000 | 0.0% |
| Galectin Therapeutics Inc(GALT) | COM NEW | 363225202 | $11.0K | 800,000 | 0.0% |
| Tesaro Inc | COM | 881569107 | $9.3K | 300,000 | 0.0% |
| Heron Therapeutics Inc(HRTX) | COM | 427746102 | $8.6K | 700,000 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $7.9K | 200,000 | 0.0% |
| Sangamo Biosciences Inc(SGMO) | COM | 800677106 | $7.6K | 500,000 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $7.2K | 90,000 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $7.2K | 700,000 | 0.0% |
| Novavax Inc | COM | 670002104 | $6.9K | 1,500,000 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $6.8K | 200,000 | 0.0% |
| Sorrento Therapeutics Inc(SRNE) | COM NEW | 83587F202 | $6.8K | 1,000,000 | 0.0% |
| Chimerix Inc(CMRXEUR) | COM | 16934W106 | $6.6K | 300,000 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $5.8K | 200,000 | 0.0% |
| Merck & Co Inc New(MRK) | COM | 58933Y105 | $5.8K | 100,000 | 0.0% |
| Eagle Pharmaceuticals Inc(EGRX) | COM | 269796108 | $5.7K | 400,000 | 0.0% |
| Versartis Inc | COM | 92529L102 | $5.6K | 200,000 | 0.0% |
| Ultragenyx Pharmaceutical Inc(RARE) | COM | 90400D108 | $5.4K | 120,000 | 0.0% |
| Applied Genetic Technologies(2GT) | COM | 03820J100 | $5.1K | 218,600 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $5.0K | 100,000 | 0.0% |
| Rockwell MED Inc | COM | 774374102 | $4.8K | 400,000 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $4.6K | 1,000,000 | 0.0% |
| Puma Biotechnology Inc | CALL | 74587V907 | $4.5K | 5,000 | 0.0% |
| Nanostring Technologies Inc(NSTGEUR) | COM | 63009R109 | $4.5K | 300,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $4.5K | 300,000 | 0.0% |
| China Biologic Prods Inc | COM | 16938C106 | $4.4K | 100,000 | 0.0% |
| Quotient LTD | COM | G73268107 | $4.2K | 500,000 | 0.0% |
| Recro Pharma Inc | COM | 75629F109 | $4.0K | 500,000 | 0.0% |
| Glycomimetics Inc(GLYCEUR) | COM | 38000Q102 | $4.0K | 472,300 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $3.9K | 150,000 | 0.0% |
| Genvec Inc | COM NEW | 37246C307 | $3.4K | 1,329,300 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $3.0K | 150,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $2.9K | 70,000 | 0.0% |
| Agenus Inc(AGENEUR) | COM NEW | 00847G705 | $2.9K | 900,000 | 0.0% |
| Aquinox Pharmaceuticals Inc | COM | 03842B101 | $2.8K | 300,000 | 0.0% |
| Cerulean Pharma Inc | COM | 15708Q105 | $2.6K | 450,000 | 0.0% |
| Auspex Pharmaceuticals Inc | COM | 05211J102 | $2.2K | 100,000 | 0.0% |
| Kindred Biosciences Inc | COM | 494577109 | $1.9K | 100,000 | 0.0% |
| Regulus Therapeutics Inc | COM | 75915K101 | $1.6K | 200,000 | 0.0% |