Q4 2017 Holdings
Filed 2018-02-09 | 35 holdings | $89.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axogen Inc(AXGN) | COM | 05463X106 | $55.8M | 1,970,000 | 62.5% |
| Codexis Inc(CDXS) | COM | 192005106 | $14.2M | 1,700,600 | 15.9% |
| Agios Pharmaceuticals(AGIO) | COM | 00847X104 | $7.4M | 130,000 | 8.3% |
| Ardelyx(ARDX) | COM | 039697107 | $5.9M | 900,000 | 6.7% |
| Argenx(ARGX) | SPONSORED ADR | 04016X101 | $5.6M | 88,500 | 6.3% |
| Blueprint Medicines(2L9) | COM | 09627Y109 | $55.4K | 735,000 | 0.1% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $17.1K | 360,000 | 0.0% |
| Loxo Oncology | COM | 548862101 | $14.8K | 176,300 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $14.5K | 898,800 | 0.0% |
| Xoma Corp del(XOMA) | COM NEW | 98419J206 | $11.4K | 320,200 | 0.0% |
| Ablynx NV | SPONSORED ADR | 00372Y905 | $10.5K | 420,000 | 0.0% |
| Corium International Inc | COM | 21887L107 | $10.2K | 1,060,000 | 0.0% |
| Sangamo Biosciences Inc(SGMO) | COM | 800677106 | $9.5K | 580,000 | 0.0% |
| Strongbridge Biopharma PLC | COM | G85347105 | $9.1K | 1,250,000 | 0.0% |
| Fennec Pharmaceuticals Inc(FENC) | COM | 31447P100 | $8.5K | 846,900 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $6.7K | 210,000 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $6.6K | 281,000 | 0.0% |
| Cymabay Therapeutics Inc(CBAYUSD) | COM | 23257D103 | $6.1K | 665,000 | 0.0% |
| Foamix Pharmaceuticals LTD | SHS | M46135105 | $5.8K | 960,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $4.8K | 80,000 | 0.0% |
| Inotek Pharmaceuticals Corp | COM | 45780V102 | $4.7K | 1,802,000 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $4.3K | 101,500 | 0.0% |
| Ultragenyx Pharmaceuticals Inc(RARE) | COM | 90400D108 | $4.2K | 90,000 | 0.0% |
| Amarin Corp PLC | SPONSORED ADR | 023111206 | $3.4K | 860,000 | 0.0% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $2.8K | 100,000 | 0.0% |
| Chimerix Inc(CMRXEUR) | COM | 16934W106 | $2.8K | 600,000 | 0.0% |
| Viking Therapeutics Inc(VKTX) | COM | 92686J106 | $2.0K | 480,558 | 0.0% |
| Uniqure NV(QURE) | SHS | N90064101 | $1.8K | 90,801 | 0.0% |
| Quanterix Corp(QTRX) | COM | 74766Q101 | $1.4K | 65,000 | 0.0% |
| Achillion Pharmaceuticals Inc(ACHNEUR) | COM | 00448Q201 | $1.3K | 440,000 | 0.0% |
| Protalix Biotherapeutics Inc | COM | 74365A101 | $1.2K | 1,825,000 | 0.0% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $1.1K | 38,300 | 0.0% |
| Syros Pharmaceuticals Inc | COM | 87184Q107 | $720 | 74,074 | 0.0% |
| Spectrum Pharmaceuticals Inc | COM | 84763A108 | $587 | 31,000 | 0.0% |
| Biolinerx LTD | SPONSORED ADR | 09071M106 | $272 | 250,000 | 0.0% |