Q3 2014 Holdings
Filed 2014-11-14 | 65 holdings | $35.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $10.8M | 1,100,000 | 30.2% |
| Akebia Therapeutics Inc(AKBA) | COM | 00972D105 | $8.9M | 400,000 | 24.8% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $6.1M | 100,000 | 17.2% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $5.5M | 388,700 | 15.5% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $3.9M | 50,000 | 11.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $121.1K | 507,500 | 0.3% |
| Receptos Inc | COM | 756207106 | $46.5K | 748,700 | 0.1% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $16.1K | 100,000 | 0.0% |
| Dyax Corp | COM | 26746E103 | $15.2K | 1,500,000 | 0.0% |
| Keryx Biopharmaceuticals | COM | 492515101 | $13.8K | 1,000,000 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $13.5K | 385,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $13.3K | 850,000 | 0.0% |
| Arrowhead Resh Corp | COM NEW | 042797209 | $13.3K | 900,000 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $12.1K | 400,000 | 0.0% |
| Ovascience Inc | COM | 69014Q101 | $8.6K | 516,200 | 0.0% |
| Tesaro Inc | COM | 881569107 | $8.1K | 300,000 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $8.0K | 200,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $7.7K | 150,000 | 0.0% |
| Omeros Corp(OMER) | COM | 682143102 | $7.0K | 547,900 | 0.0% |
| Chimerix Inc(CMRXEUR) | COM | 16934W106 | $6.9K | 250,000 | 0.0% |
| Synageva Biopharma Corp | COM | 87159A103 | $6.9K | 100,000 | 0.0% |
| Ultragenyx Pharmaceutical Inc(RARE) | COM | 90400D108 | $6.8K | 120,000 | 0.0% |
| Novavax Inc | COM | 670002104 | $6.3K | 1,500,000 | 0.0% |
| Heron Therapeutics Inc(HRTX) | COM | 427746102 | $5.8K | 700,000 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $5.5K | 125,000 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $5.5K | 1,000,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $5.4K | 450,000 | 0.0% |
| Sangamo Biosciences Inc(SGMO) | COM | 800677106 | $5.4K | 500,000 | 0.0% |
| China Biologic Prods Inc | COM | 16938C106 | $5.1K | 95,000 | 0.0% |
| Eagle Pharmaceuticals Inc(EGRX) | COM | 269796108 | $5.1K | 400,000 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $5.1K | 200,000 | 0.0% |
| Quotient LTD | SHS | G73268107 | $4.7K | 500,000 | 0.0% |
| Sorrento Therapeutics Inc(SRNE) | COM NEW | 83587F202 | $4.5K | 1,000,000 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $4.3K | 100,000 | 0.0% |
| Versartis Inc | COM | 92529L102 | $3.8K | 200,000 | 0.0% |
| Rockwell MED Inc | COM | 774374102 | $3.7K | 400,000 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $3.6K | 1,000,000 | 0.0% |
| Immune Design Corp | COM | 45252L103 | $3.5K | 200,000 | 0.0% |
| Nanostring Technologies Inc(NSTGEUR) | COM | 63009R109 | $3.3K | 300,000 | 0.0% |
| Glycomimetics Inc(GLYCEUR) | COM | 38000Q102 | $3.3K | 472,300 | 0.0% |
| Kindred Biosciences Inc | COM | 494577109 | $3.2K | 350,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $3.2K | 70,000 | 0.0% |
| Kite Pharma Inc | COM | 49803L109 | $2.9K | 100,000 | 0.0% |
| Genvec Inc | COM NEW | 37246C307 | $2.8K | 1,329,300 | 0.0% |
| Auspex Pharmaceuticals Inc | COM | 05211J102 | $2.6K | 100,000 | 0.0% |
| Galectin Therapeutics Inc(GALT) | COM NEW | 363225202 | $2.3K | 450,400 | 0.0% |
| Avalanche Biotechnologies in | COM | 05337G107 | $2.2K | 65,000 | 0.0% |
| Recro Pharma Inc | COM | 75629F109 | $2.1K | 700,000 | 0.0% |
| Agenus Inc(AGENEUR) | COM NEW | 00847G705 | $2.0K | 650,000 | 0.0% |
| Aquinox Pharmaceuticals Inc | COM | 03842B101 | $2.0K | 300,000 | 0.0% |