Q3 2017 Holdings
Filed 2017-10-13 | 94 holdings | $53.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $16.7M | 179,949 | 31.4% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $12.4M | 140,000 | 23.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $8.2M | 280,468 | 15.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $6.9M | 22,000 | 12.9% |
| Alnylam Pharmaceuticals Inc(ALNY) | SHS | 02043Q107 | $5.0M | 42,793 | 9.4% |
| Coherus BioSciences Inc(CHRS) | COM | 19249H103 | $2.4M | 180,000 | 4.5% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $1.0M | 15,000 | 1.9% |
| Horizon Pharma Plc | SHS | G4617B105 | $38.1K | 3,006,862 | 0.1% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $27.4K | 180,000 | 0.1% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $25.4K | 1,050,000 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $23.6K | 140,238 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $23.1K | 165,000 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $22.2K | 152,000 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $21.4K | 647,796 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $20.8K | 866,194 | 0.0% |
| Allergan Plc | COM | G0177J108 | $20.5K | 100,000 | 0.0% |
| Adamas Pharmaceuticals Inc(ADMSEUR) | COM | 00548A106 | $19.4K | 915,000 | 0.0% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $18.6K | 1,179,900 | 0.0% |
| Medtronic Plc(MDT) | SHS | G5960L103 | $16.7K | 214,115 | 0.0% |
| United Health Group Inc(UNH) | COM | 91324P102 | $16.6K | 85,000 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $16.1K | 297,400 | 0.0% |
| Esperion Therapeutics Inc(ESPR) | COM | 29664W105 | $15.6K | 311,803 | 0.0% |
| Express Scripts Hg Co | COM | 30219G108 | $15.5K | 245,000 | 0.0% |
| Arena Pharmaceuticals Inc Reg(ARNAEUR) | COM | 040047607 | $14.5K | 569,491 | 0.0% |
| Incyte Corp Ltd(INCY) | COM | 45337C102 | $13.4K | 115,000 | 0.0% |
| NovoCure Ltd Reg(NVCR) | SHS | G6674U108 | $13.2K | 666,528 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $12.6K | 155,551 | 0.0% |
| Jazz Pharmaceuticals Plc(JAZZ) | SHS | G50871105 | $12.4K | 85,000 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $11.8K | 130,000 | 0.0% |
| Centene Corp(CNC) | COM | 15135B101 | $10.6K | 110,000 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $10.4K | 55,000 | 0.0% |
| Cigna Corp | COM | 125509109 | $10.3K | 55,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $10.2K | 160,502 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $10.0K | 41,000 | 0.0% |
| Aetna Inc | COM | 00817Y108 | $9.9K | 62,000 | 0.0% |
| Regeneron Pharmaceuticals Inc(REGN) | COM | 75886F107 | $9.8K | 22,000 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $9.8K | 120,000 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $9.4K | 110,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $8.7K | 80,000 | 0.0% |
| Abbott Laboratories(ABT) | COM | 002824100 | $8.3K | 155,000 | 0.0% |
| Dynavax Technologies Corp(DVAX) | COM | 268158201 | $8.1K | 374,537 | 0.0% |
| Array BioPharma Inc(ARRYEUR) | COM | 04269X105 | $8.0K | 650,000 | 0.0% |
| FibroGen Inc(FGENEUR) | COM | 31572Q808 | $7.8K | 145,500 | 0.0% |
| Alkermes Plc(ALKS) | SHS | G01767105 | $7.4K | 145,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $7.0K | 115,000 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $7.0K | 500,000 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $6.9K | 75,000 | 0.0% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $6.8K | 246,400 | 0.0% |
| Endologix Inc | COM | 29266S106 | $6.7K | 1,492,600 | 0.0% |
| Livanova Plc(LIVN) | SHS | G5509L101 | $6.7K | 95,000 | 0.0% |