Q4 2014 Holdings
Filed 2015-02-12 | 128 holdings | $28.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $13.6M | 40,000 | 47.7% |
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $7.2M | 80,000 | 25.4% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $4.0M | 493,212 | 13.9% |
| Catalyst Pharmaceutical Partne(CPRX) | COM | 14888U101 | $3.1M | 1,060,000 | 11.1% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $40.8K | 439,621 | 0.1% |
| Actavis plc | SHS | G0083B108 | $27.6K | 107,100 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $27.2K | 874,013 | 0.1% |
| Teva Pharmaceutical Industries(TEVA) | ADR | 881624209 | $22.8K | 396,269 | 0.1% |
| Salix Pharmaceuticals LT | COM | 795435106 | $18.2K | 158,500 | 0.1% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $17.9K | 190,000 | 0.1% |
| Shire PLC | SPONSORED ADR | 82481R106 | $15.9K | 224,751 | 0.1% |
| Valeant Pharmaceuticals Intern | COM | 91911K102 | $14.1K | 98,550 | 0.0% |
| Isramco Negev 2 LP | COM NEW | 465141406 | $11.1K | 64,958,387 | 0.0% |
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $9.6K | 73,840 | 0.0% |
| Merck & Co Inc | COM | 058933Y10 | $9.5K | 167,530 | 0.0% |
| Mallinckrodt PLC | SHS | G5785G107 | $9.0K | 90,940 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $8.9K | 150,000 | 0.0% |
| Elbit Systems Ltd(ESLT) | ORD | M3760D101 | $8.9K | 144,759 | 0.0% |
| Verint Systems Inc(VTY) | COM | 92343X100 | $8.5K | 146,108 | 0.0% |
| Allergan Inc ed StatesCall | CALL | 18490902 | $8.2K | 250,000 | 0.0% |
| Bellicum Pharmaceuticals | COM | 79481107 | $7.0K | 331,514 | 0.0% |
| iShares Russell 2000 Index Fun(IWM) | RUSSELL 2000 ETF | 464287655 | $6.5K | 54,300 | 0.0% |
| Kite Pharma Inc | COM | 49803L109 | $6.4K | 110,970 | 0.0% |
| Sanofi | RIGHT 12/31/2020 | 80105N113 | $6.2K | 67,960 | 0.0% |
| AstraZeneca PLC | SPONSORED ADR | 46353108 | $6.1K | 86,637 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $6.0K | 87,100 | 0.0% |
| Pharmacyclics Inc | COM | 716933106 | $6.0K | 48,840 | 0.0% |
| Apple Inc | COM | 37833100 | $5.8K | 52,803 | 0.0% |
| Auspex Pharmaceuticals Inc | COM | 05211J102 | $5.8K | 110,074 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $5.7K | 110,000 | 0.0% |
| Mylan Inc | COM | 628530107 | $5.5K | 97,100 | 0.0% |
| Amgen IncCall | CALL | 31162900 | $5.5K | 120,200 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $5.3K | 125,230 | 0.0% |
| Medivation Inc | COM | 58501N101 | $5.3K | 53,115 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $5.3K | 368,390 | 0.0% |
| Financial Select Sector Spdr F(XLF) | SBI INT-FINL | 81369Y605 | $5.2K | 210,000 | 0.0% |
| Towers Watson & Co | CL A | 891894107 | $4.8K | 42,350 | 0.0% |
| TJX Cos Inc(TJX) | COM | 872540109 | $4.6K | 67,630 | 0.0% |
| Array BioPharma Inc(ARRYEUR) | COM | 04269X105 | $4.6K | 973,922 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $4.6K | 81,955 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $4.6K | 550,000 | 0.0% |
| Dyax Corp | COM | 26746E103 | $4.5K | 317,556 | 0.0% |
| GlaxoSmithKline PLC | SPONSORED ADR | 37733W105 | $4.2K | 98,200 | 0.0% |
| Forward Pharma A/S | SPONSORED ADR | 34986J105 | $4.2K | 200,000 | 0.0% |
| Orbotech Ltd | ORD | M75253100 | $4.2K | 280,872 | 0.0% |
| Gilead Sciences IncCall | CALL | 375558903 | $4.0K | 394,200 | 0.0% |
| Relypsa Inc | COM | 759531106 | $3.9K | 127,100 | 0.0% |
| Broadcom Corp | CL A | 111320107 | $3.8K | 88,800 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $3.8K | 20,296 | 0.0% |
| Cymabay Therapeutics Inc(CBAYUSD) | COM | 23257D103 | $3.8K | 390,355 | 0.0% |