Q1 2017 Holdings
Filed 2017-05-15 | 75 holdings | $73.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ardelyx Inc(ARDX) | COM | 039697107 | $24.3M | 1,922,738 | 33.1% |
| Aclaris Therapeutics Inc(ACRS) | COM | 00461U105 | $23.9M | 800,000 | 32.5% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $13.1M | 620,300 | 17.9% |
| Cytomx Therapeutics Inc(CTMX) | COM | 23284F105 | $4.0M | 230,000 | 5.4% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $3.0M | 300,000 | 4.1% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $2.8M | 100,000 | 3.8% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $1.7M | 81,000 | 2.3% |
| Theravance Biopharma Inc(TBPH) | COM | G8807B106 | $52.5K | 1,425,000 | 0.1% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $32.8K | 350,000 | 0.0% |
| Proteostasis Therapeutics in | COM | 74373B109 | $29.7K | 3,804,027 | 0.0% |
| Galapagos NV(GLPG) | SPON ADR | 36315X101 | $26.1K | 300,000 | 0.0% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $24.9K | 895,626 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $24.0K | 600,000 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $23.5K | 600,000 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $22.8K | 1,098,205 | 0.0% |
| Quotient LTD | SHS | G73268107 | $20.3K | 2,899,000 | 0.0% |
| Minerva Neurosciences Inc(NERVGBP) | COM | 603380106 | $18.7K | 2,307,903 | 0.0% |
| Heron Therapeutics Inc(HRTX) | COM | 427746102 | $18.0K | 1,200,000 | 0.0% |
| Eagle Pharmaceuticals Inc(EGRX) | COM | 269796108 | $16.6K | 200,000 | 0.0% |
| Clearside Biomedical Inc(CLSDUSD) | COM | 185063104 | $15.4K | 1,940,880 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $14.9K | 1,130,000 | 0.0% |
| Juno Therapeutics Inc | COM | 48205A109 | $14.4K | 650,000 | 0.0% |
| Corbus Pharmaceuticals Hldgs(CRBPEUR) | COM | 21833P103 | $13.9K | 1,686,100 | 0.0% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $13.3K | 482,079 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $13.0K | 300,000 | 0.0% |
| Forward Pharma A/S | SPONSORED ADR | 34986J105 | $12.7K | 589,175 | 0.0% |
| Omeros Corp(OMER) | COM | 682143102 | $11.3K | 750,000 | 0.0% |
| Zynerba Pharmaceuticals Inc | COM | 98986X109 | $10.1K | 500,000 | 0.0% |
| China Biologic Products Inc | COM | 16938C106 | $10.0K | 100,000 | 0.0% |
| Gemphire Therapeutics Inc | COM | 36870A108 | $10.0K | 952,798 | 0.0% |
| Jounce Therapeutics Inc(JNCEEUR) | COM | 481116101 | $9.6K | 434,976 | 0.0% |
| Inc Resh Hldgs Inc | CL A | 45329R109 | $9.2K | 200,000 | 0.0% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $8.8K | 683,600 | 0.0% |
| Fulgent Genetics Inc(FLGT) | COM | 359664109 | $8.2K | 750,000 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $8.0K | 900,000 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $7.2K | 424,660 | 0.0% |
| Sorrento Therapeutics Inc(SRNE) | COM NEW | 83587F202 | $6.7K | 1,690,800 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $6.6K | 2,000,000 | 0.0% |
| Contrafect Corp(CFRXEUR) | COM | 212326102 | $6.4K | 3,550,000 | 0.0% |
| Invuity Inc | COM NEW | 46187J205 | $6.0K | 756,470 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $5.9K | 70,000 | 0.0% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $5.8K | 170,000 | 0.0% |
| Synergy Pharmaceuticals Inc | COM NEW | 871639308 | $5.6K | 1,200,000 | 0.0% |
| Curis Inc | COM | 231269101 | $5.6K | 2,000,000 | 0.0% |
| Recro Pharma Inc | COM | 75629F109 | $5.2K | 590,000 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $5.1K | 75,000 | 0.0% |
| Agenus Inc(AGENEUR) | COM NEW | 00847G705 | $4.5K | 1,200,000 | 0.0% |
| Intec Pharma LTD Jerusalem | SHS | M53644106 | $4.1K | 809,804 | 0.0% |
| Agile Therapeutics Inc(AGRXUSD) | COM | 00847L100 | $4.0K | 1,250,000 | 0.0% |
| Pfenex Inc | COM | 717071104 | $3.3K | 574,966 | 0.0% |