Q4 2017 Holdings
Filed 2018-01-19 | 95 holdings | $68.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AbbVie Inc(ABBV) | COM | 00287Y109 | $15.2M | 156,700 | 22.2% |
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $12.5M | 139,849 | 18.3% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $10.2M | 338,882 | 14.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $8.6M | 347,968 | 12.6% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $7.5M | 58,967 | 11.0% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $5.7M | 100,000 | 8.4% |
| Biogen Inc(BIIB) | COM | 09062X103 | $4.9M | 15,300 | 7.1% |
| Coherus BioSciences Inc(CHRS) | COM | 19249H103 | $3.1M | 350,000 | 4.5% |
| Horizon Pharma Plc | SHS | G4617B105 | $28.5K | 1,954,912 | 0.0% |
| Esperion Therapeutics Inc(ESPR) | COM | 29664W105 | $25.5K | 386,626 | 0.0% |
| Adamas Pharmaceuticals Inc(ADMSEUR) | COM | 00548A106 | $23.5K | 692,913 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $23.0K | 756,214 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $22.8K | 152,204 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $21.1K | 353,503 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $20.5K | 285,751 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $18.2K | 151,863 | 0.0% |
| Jazz Pharmaceuticals Plc(JAZZ) | SHS USD | G50871105 | $18.0K | 133,436 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $17.3K | 104,930 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $16.8K | 161,412 | 0.0% |
| United Health Group Inc(UNH) | COM | 91324P102 | $16.6K | 75,500 | 0.0% |
| Express Scripts Hg Co | COM | 30219G108 | $16.5K | 221,483 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $16.2K | 86,490 | 0.0% |
| AmerisourceBergen Corp(COR) | COM | 03073E105 | $16.0K | 174,261 | 0.0% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $15.7K | 1,084,581 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $15.6K | 608,400 | 0.0% |
| Incyte Corp Ltd(INCY) | COM | 45337C102 | $15.5K | 163,703 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $14.4K | 58,000 | 0.0% |
| Medtronic Plc(MDT) | SHS | G5960L103 | $13.3K | 164,225 | 0.0% |
| Arena Pharmaceuticals Inc Reg(ARNAEUR) | COM NEW | 040047607 | $13.1K | 385,642 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $12.1K | 142,859 | 0.0% |
| Regeneron Pharmaceuticals Inc(REGN) | COM | 75886F107 | $11.7K | 31,154 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $10.3K | 211,153 | 0.0% |
| Allergan Plc | SHS | G0177J108 | $9.7K | 59,052 | 0.0% |
| NovoCure Ltd Reg(NVCR) | ORD SHS | G6674U108 | $9.4K | 467,569 | 0.0% |
| Cigna Corp | COM | 125509109 | $9.2K | 45,400 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $9.2K | 117,969 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $8.3K | 73,364 | 0.0% |
| FibroGen Inc(FGENEUR) | COM | 31572Q808 | $8.0K | 169,547 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $8.0K | 129,802 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $7.8K | 480,330 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $7.6K | 90,280 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $7.6K | 126,829 | 0.0% |
| Iovance Biotherapeutics Inc Reg(IOVA) | COM | 462260100 | $7.6K | 944,185 | 0.0% |
| MyoKardia Inc Reg | COM | 62857M105 | $7.5K | 178,272 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $7.5K | 1,932,831 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $7.0K | 31,000 | 0.0% |
| Abbott Laboratories(ABT) | COM | 002824100 | $7.0K | 122,000 | 0.0% |
| Xencor Inc(XNCR) | COM | 98401F105 | $7.0K | 317,500 | 0.0% |
| Flexion Therapeutics Inc | COM | 33938J106 | $6.6K | 261,686 | 0.0% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $6.5K | 182,580 | 0.0% |