Q2 2017 Holdings
Filed 2017-08-14 | 38 holdings | $298.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $216.6M | 2,384,719 | 72.6% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $45.0M | 1,613,330 | 15.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $33.5M | 223,107 | 11.2% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $1.5M | 123,686 | 0.5% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $311.7K | 3,329,581 | 0.1% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $279.6K | 1,951,284 | 0.1% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $242.2K | 1,867,315 | 0.1% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $125.4K | 1,030,942 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $96.5K | 5,621,816 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $86.0K | 5,698,296 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $82.3K | 1,033,025 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $80.0K | 7,940,788 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $73.6K | 2,676,393 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $68.5K | 4,203,270 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $61.5K | 3,344,620 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $58.1K | 1,073,955 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $38.3K | 295,240 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $38.1K | 3,529,070 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $31.4K | 3,467,575 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $30.2K | 1,787,576 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $26.6K | 3,010,466 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $26.5K | 1,289,719 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $24.9K | 351,600 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $21.5K | 130,200 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $15.3K | 433,076 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $10.5K | 3,855,024 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $4.2K | 3,013,793 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM PAR | 867328700 | $3.1K | 1,162,473 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $2.2K | 1,032,715 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $1.6K | 500,913 | 0.0% |
| Cempra Inc | COM | 15130J109 | $1.6K | 340,320 | 0.0% |
| Idera Pharmaceuticals Inc | COM NEW | 45168K306 | $1.1K | 616,355 | 0.0% |
| Trevena Inc | COM | 89532E109 | $785 | 341,300 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $543 | 247,000 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $542 | 302,922 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $428 | 29,500 | 0.0% |
| Alcobra LTD | SHS | M2239P109 | $306 | 272,788 | 0.0% |
| Soleno Therapeutics Inc | COM | 834203101 | $212 | 423,738 | 0.0% |