Q1 2015 Holdings
Filed 2015-05-15 | 37 holdings | $20.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $8.5M | 90,000 | 42.4% |
| Codexis Inc(CDXS) | COM | 192005106 | $7.9M | 1,724,000 | 39.3% |
| Axogen Inc(AXGN) | COM | 05463X106 | $3.5M | 985,900 | 17.3% |
| Chimerix Inc(CMRXEUR) | COM | 16934W106 | $21.3K | 565,000 | 0.1% |
| Cempra Inc | COM | 15130J109 | $17.2K | 500,000 | 0.1% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $12.4K | 1,500,000 | 0.1% |
| Retrophin Inc | COM | 761299106 | $12.0K | 500,000 | 0.1% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $10.4K | 140,000 | 0.1% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $10.4K | 190,000 | 0.1% |
| Geron Corp(GERN) | COM | 374163103 | $6.9K | 1,825,000 | 0.0% |
| Medgenics Inc | COM NEW | 58436Q203 | $6.9K | 850,000 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $6.8K | 110,000 | 0.0% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $6.5K | 535,000 | 0.0% |
| Tetraphase Pharmaceuticals I | COM | 88165N105 | $6.4K | 175,000 | 0.0% |
| Insys Therapeutics Inc New | COM NEW | 45824V209 | $6.4K | 110,000 | 0.0% |
| Mimedx Group Inc(MDXG) | COM | 602496101 | $6.1K | 590,000 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $6.0K | 191,338 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $5.8K | 145,000 | 0.0% |
| Imprimis Pharmaceuticals Inc | COM NEW | 45323A201 | $5.5K | 687,100 | 0.0% |
| Flamel Technologies SA | SPONSORED ADR | 338488109 | $5.4K | 300,000 | 0.0% |
| Trillium Therapeutics Inc | COM NEW | 89620X506 | $5.3K | 260,000 | 0.0% |
| Ophthotech Corp | COM | 683745103 | $4.9K | 105,000 | 0.0% |
| Adamas Pharmaceuticals Inc(ADMSEUR) | COM | 00548A106 | $4.5K | 255,000 | 0.0% |
| Kite Pharma Inc | COM | 49803L109 | $4.4K | 76,000 | 0.0% |
| Amarin Corp PLC | SPONSORED ADR NEW | 023111206 | $4.1K | 1,754,000 | 0.0% |
| Cara Therapeutics Inc(CARAEUR) | COM | 140755109 | $3.2K | 315,000 | 0.0% |
| ZS Pharma Inc | COM | 98979G105 | $3.2K | 75,000 | 0.0% |
| Lion Biotechnologies Inc | COM | 53619R102 | $2.4K | 200,000 | 0.0% |
| Accelerate Diagnostics | COM | 00430H102 | $2.3K | 100,600 | 0.0% |
| Tenax Therapeutics Inc | COM | 88032L100 | $2.0K | 606,200 | 0.0% |
| Evoke Pharma Inc | COM | 30049G104 | $1.7K | 245,000 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $1.6K | 50,000 | 0.0% |
| Biodelivery Sciences Intl in(BDSIUSD) | COM | 09060J106 | $1.5K | 140,500 | 0.0% |
| Celgene Corp | RIGHT 12/31/2030 | 151020112 | $1.5K | 490,000 | 0.0% |
| Biolinerx LTD | SPONSORED ADR | 09071M106 | $528 | 250,000 | 0.0% |
| Inspiremd Inc | COM NEW | 45779A309 | $400 | 1,250,000 | 0.0% |
| Tracon Pharmaceuticals Inc | COM | 89237H100 | $171 | 12,172 | 0.0% |