Q4 2017 Holdings
Filed 2018-02-14 | 61 holdings | $16.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $7.0M | 22,000 | 41.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $4.8M | 50,000 | 28.9% |
| Adma Biologics Inc(ADMA) | COM | 000899104 | $1.9M | 600,000 | 11.5% |
| Cytomx Therapeutics Inc(CTMX) | COM | 23284F105 | $1.6M | 75,000 | 9.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $1.2M | 50,000 | 7.4% |
| Esperion Therapeutics Inc NE(ESPR) | COM | 29664W105 | $10.9K | 165,000 | 0.1% |
| Celgene Corp(CELG) | COM | 151020104 | $7.8K | 75,000 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $7.3K | 450,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $5.6K | 22,500 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $5.1K | 85,000 | 0.0% |
| Cigna Corporation | COM | 125509109 | $5.1K | 25,000 | 0.0% |
| Global Blood Therapeutics in | COM | 37890U108 | $4.9K | 125,000 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $4.5K | 80,000 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $4.3K | 75,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $4.1K | 60,000 | 0.0% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $4.0K | 40,000 | 0.0% |
| K2m Group Hldgs Inc | COM | 48273J107 | $3.2K | 175,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $3.1K | 50,000 | 0.0% |
| Sierra Oncology Inc | COM | 82640U107 | $3.0K | 800,000 | 0.0% |
| Tesaro Inc | COM | 881569107 | $2.9K | 35,000 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $2.9K | 300,000 | 0.0% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $2.8K | 100,000 | 0.0% |
| Juno Therapeutics Inc | COM | 48205A109 | $2.7K | 60,000 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $2.7K | 22,500 | 0.0% |
| Sangamo Therapeutics Inc(SGMO) | COM | 800677106 | $2.5K | 150,000 | 0.0% |
| Intersect ENT Inc | COM | 46071F103 | $2.4K | 75,000 | 0.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $2.3K | 25,000 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $2.3K | 50,000 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $2.1K | 50,000 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $2.0K | 40,000 | 0.0% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $2.0K | 50,000 | 0.0% |
| Merus N V | COM | N5749R100 | $1.9K | 100,000 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.8K | 50,000 | 0.0% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $1.8K | 50,000 | 0.0% |
| Akcea Therapeutics Inc(AKCAEUR) | COM | 00972L107 | $1.7K | 100,000 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $1.7K | 17,500 | 0.0% |
| Clovis Oncology IncCall | CALL | 189464900 | $1.7K | 25,000 | 0.0% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM NEW | 040047607 | $1.7K | 50,000 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $1.7K | 40,000 | 0.0% |
| Avexis Inc | COM | 05366U100 | $1.7K | 15,000 | 0.0% |
| Medicines Co | COM | 584688105 | $1.6K | 60,000 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $1.6K | 10,000 | 0.0% |
| Ablynx NV | SPONSORED ADR | 00372Y105 | $1.6K | 65,000 | 0.0% |
| Catalent Inc(CTLTEUR) | COM | 148806102 | $1.2K | 30,000 | 0.0% |
| Glaxosmithkline PLC | SPONSORED ADR | 37733W105 | $1.1K | 30,000 | 0.0% |
| Diplomat Pharmacy Inc(DPLOEUR) | COM | 25456K101 | $1.0K | 50,000 | 0.0% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $998 | 30,000 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $947 | 10,000 | 0.0% |
| LHC Group Inc(LHCGUSD) | COM | 50187A107 | $919 | 15,000 | 0.0% |
| Viking Therapeutics Inc(VKTX) | COM | 92686J106 | $913 | 225,000 | 0.0% |