Q1 2018 Holdings
Filed 2018-04-11 | 92 holdings | $85.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AbbVie Inc(ABBV) | COM | 00287Y109 | $19.6M | 206,700 | 22.8% |
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $16.6M | 204,849 | 19.4% |
| Biogen Inc(BIIB) | COM | 09062X103 | $11.6M | 42,300 | 13.5% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $10.0M | 83,967 | 11.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $9.5M | 347,968 | 11.1% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $7.8M | 95,000 | 9.1% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $6.1M | 270,000 | 7.1% |
| Coherus BioSciences Inc(CHRS) | COM | 19249H103 | $3.9M | 350,000 | 4.5% |
| Horizon Pharma Plc | SHS | G4617B105 | $28.5K | 2,007,212 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $26.4K | 296,412 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $24.7K | 221,863 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $24.4K | 150,000 | 0.0% |
| Jazz Pharmaceuticals Plc(JAZZ) | SHS USD | G50871105 | $22.4K | 148,436 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $22.3K | 76,490 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $22.1K | 350,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $22.0K | 207,458 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $21.8K | 986,214 | 0.0% |
| Cigna Corp | COM | 125509109 | $18.5K | 110,400 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $18.3K | 68,000 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $17.9K | 237,027 | 0.0% |
| Esperion Therapeutics Inc(ESPR) | COM | 29664W105 | $17.7K | 244,540 | 0.0% |
| United Health Group Inc(UNH) | COM | 91324P102 | $17.3K | 81,000 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $17.2K | 222,859 | 0.0% |
| Medtronic Plc Reg(MDT) | SHS | G5960L103 | $16.9K | 211,283 | 0.0% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $16.7K | 792,730 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $16.3K | 75,000 | 0.0% |
| Iovance Biotherapeutics Inc Reg(IOVA) | COM | 462260100 | $16.0K | 944,185 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $15.8K | 253,868 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $15.5K | 503,400 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $15.3K | 95,000 | 0.0% |
| Express Scripts Hg Co | COM | 30219G108 | $14.9K | 215,000 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $13.4K | 61,000 | 0.0% |
| Incyte Corp Ltd(INCY) | COM | 45337C102 | $13.2K | 158,963 | 0.0% |
| Abbott Laboratories(ABT) | COM | 002824100 | $12.1K | 202,000 | 0.0% |
| Regeneron Pharmaceuticals Inc(REGN) | COM | 75886F107 | $11.7K | 34,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $11.6K | 83,364 | 0.0% |
| Array BioPharma Inc(ARRYEUR) | COM | 04269X105 | $11.4K | 701,470 | 0.0% |
| Arena Pharmaceuticals Inc Reg(ARNAEUR) | COM NEW | 040047607 | $11.3K | 285,642 | 0.0% |
| Allergan Plc | SHS | G0177J108 | $10.1K | 60,000 | 0.0% |
| NovoCure Ltd Reg(NVCR) | ORD SHS | G6674U108 | $9.5K | 435,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $9.1K | 110,000 | 0.0% |
| Xencor Inc(XNCR) | COM | 98401F105 | $9.0K | 300,000 | 0.0% |
| AmerisourceBergen Corp(COR) | COM | 03073E105 | $9.0K | 104,261 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $8.8K | 270,248 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $8.7K | 75,000 | 0.0% |
| MyoKardia Inc Reg | COM | 62857M105 | $8.2K | 168,272 | 0.0% |
| FibroGen Inc(FGENEUR) | COM | 31572Q808 | $7.8K | 169,547 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $7.5K | 300,000 | 0.0% |
| Centene Corp(CNC) | COM | 15135B101 | $6.9K | 65,000 | 0.0% |
| Seattle Genetics Inc Reg | COM | 812578102 | $6.8K | 130,000 | 0.0% |