Q2 2024 |
59 |
$287M |
+$97.4M |
-$102M |
-$4.68M |
BHVN, MLTX, SLNO, AXSM, ASND
|
13F-HR |
8/14/2024, 11:40 AM |
Q1 2024 |
65 |
$311M |
+$165M |
-$43.5M |
+$122M |
AXSM, SRPT, BHVN, MLTX, ROIV
|
13F-HR |
5/15/2024, 09:18 AM |
Q4 2023 |
44 |
$174M |
+$78M |
-$144M |
-$65.5M |
AXSM, BHVN, SRPT, AMAM, ROIV
|
13F-HR |
2/14/2024, 08:13 AM |
Q3 2023 |
58 |
$207M |
+$69.6M |
-$97.5M |
-$27.9M |
MLTX, KRYS, MDGL, TGTX, ASND
|
13F-HR |
11/14/2023, 08:44 AM |
Q2 2023 |
55 |
$277M |
+$69.4M |
-$74M |
-$4.64M |
TGTX, MLTX, AKRO, APLS, PCVX
|
13F-HR |
8/14/2023, 08:30 AM |
Q1 2023 |
52 |
$264M |
+$120M |
-$104M |
+$16.9M |
TGTX, AMLX, AXSM, ASND, APLS
|
13F-HR |
5/15/2023, 08:42 AM |
Q4 2022 |
35 |
$234M |
+$60.2M |
-$103M |
-$42.9M |
RETA, AXSM, ASND, APLS, QQQ
|
13F-HR |
2/14/2023, 08:44 AM |
Q3 2022 |
35 |
$243M |
+$99.7M |
-$41.8M |
+$57.8M |
APLS, RETA, RLMD, AMLX, AXSM
|
13F-HR |
11/14/2022, 08:33 AM |
Q2 2022 |
29 |
$145M |
+$40.5M |
-$75.1M |
-$34.6M |
FOLD, APLS, SRPT, AXSM, COGT
|
13F-HR |
8/15/2022, 12:08 PM |
Q1 2022 |
39 |
$202M |
+$38.1M |
-$64M |
-$25.9M |
ASND, COGT, APLS, MRUS, FOLD
|
13F-HR |
5/16/2022, 08:05 AM |
Q4 2021 |
43 |
$261M |
+$82.6M |
-$129M |
-$46.6M |
ASND, APLS, COGT, CLDX, RAPT
|
13F-HR |
2/16/2022, 12:37 PM |
Q3 2021 |
55 |
$303M |
+$86.6M |
-$108M |
-$21.4M |
ASND, IOVA, CLDX, COGT, ARVN
|
13F-HR |
11/15/2021, 11:34 AM |
Q2 2021 |
49 |
$320M |
+$69.4M |
-$90.4M |
-$21M |
RAPT, ASND, FATE, XENE, ARVN
|
13F-HR |
8/10/2021, 06:54 PM |
Q1 2021 |
46 |
$357M |
+$88.7M |
-$86.8M |
+$1.9M |
SNDX, ASND, KURA, IOVA, FATE
|
Restatement |
8/10/2021, 06:44 PM |
Q4 2020 |
40 |
$403M |
+$121M |
-$114M |
+$7.45M |
SNDX, RCKT, IOVA, APLS, CNST
|
Restatement |
2/17/2021, 06:29 PM |
Q3 2020 |
45 |
$296M |
+$94.4M |
-$95.7M |
-$1.25M |
ASND, MRSN, IOVA, IMVT, CNST
|
13F-HR |
11/16/2020, 06:18 AM |
Q2 2020 |
39 |
$303M |
+$73.8M |
-$124M |
-$50.7M |
IMMU, CNST, ADVM, MRTX, IOVA
|
13F-HR |
8/14/2020, 07:14 AM |
Q1 2020 |
42 |
$227M |
+$56.9M |
-$131M |
-$74.2M |
CNST, ASND, IMMU, ADVM, AXSM
|
13F-HR |
5/15/2020, 08:25 AM |
Q4 2019 |
45 |
$370M |
+$154M |
-$217M |
-$62.6M |
ASND, CNST, AXSM, MRTX, IOVA
|
Restatement |
4/9/2020, 01:16 PM |
Q3 2019 |
39 |
$287M |
+$106M |
-$126M |
-$19.6M |
BPMC, MRTX, SRPT, SAGE, BHVN
|
Restatement |
4/9/2020, 01:03 PM |
Q2 2019 |
39 |
$383M |
+$152M |
-$137M |
+$15.6M |
SRPT, BPMC, MRTX, ASND, AXSM
|
Restatement |
4/9/2020, 01:01 PM |
Q1 2019 |
37 |
$352M |
+$174M |
-$77.4M |
+$96.4M |
ASND, ACAD, BPMC, FOLD, GBT
|
Restatement |
4/9/2020, 12:58 PM |
Q4 2018 |
35 |
$203M |
+$67.2M |
-$193M |
-$126M |
MRTX, DRNA, VRTX, IMMU, RTRX
|
Restatement |
4/8/2020, 08:10 PM |
Q3 2018 |
50 |
$388M |
+$142M |
-$101M |
+$40.8M |
SRPT, PTCT, MRTX, ECYT, IMMU
|
Restatement |
4/8/2020, 08:17 PM |
Q2 2018 |
43 |
$339M |
+$145M |
-$220M |
-$74.9M |
IMMU, MRTX, SRPT, PTCT, ALNY
|
13F-HR |
8/14/2018, 09:07 AM |
Q1 2018 |
50 |
$374M |
+$240M |
-$172M |
+$68M |
IMMU, ECYT, SRPT, IOVA, AVXS
|
13F-HR |
5/15/2018, 09:03 AM |
Q4 2017 |
43 |
$289M |
+$144M |
-$207M |
-$63.1M |
IMMU, ARGX, ESPR, ALXN, GBT
|
13F-HR |
2/14/2018, 09:00 AM |
Q3 2017 |
52 |
$337M |
+$141M |
-$179M |
-$37.8M |
IMMU, ZGNX, DBVT, ALXN, NBIX
|
13F-HR |
11/14/2017, 10:00 AM |
Q2 2017 |
56 |
$342M |
+$143M |
-$198M |
-$54.3M |
AVXS, SGEN, DBVT, PBYI, GWPH
|
13F-HR |
8/14/2017, 09:40 AM |
Q1 2017 |
56 |
$374M |
+$185M |
-$176M |
+$9.27M |
DBVT, AVXS, NBIX, CLVSQ, BCRX
|
13F-HR |
5/15/2017, 08:53 AM |
Q4 2016 |
60 |
$331M |
+$139M |
-$149M |
-$10.7M |
SHPG, ABT, ALXN, ZBH, MRK
|
13F-HR |
2/14/2017, 03:02 PM |
Q3 2016 |
65 |
$342M |
+$173M |
-$88.9M |
+$84.6M |
CLVSQ, ZBH, ALXN, NUVA, ABT
|
13F-HR |
11/14/2016, 09:47 AM |
Q2 2016 |
50 |
$211M |
+$150M |
-$60.5M |
+$89.2M |
OPHT, ALXN, NUVA, MDT, BMRN
|
13F-HR |
8/12/2016, 02:01 PM |
Q1 2016 |
43 |
$120M |
+$65.7M |
-$145M |
-$78.9M |
CELG, BSX, HZNP, PACB, AGIO
|
Restatement |
5/16/2016, 05:15 PM |
Q4 2015 |
45 |
$236M |
+$143M |
-$134M |
+$9.56M |
NUVA, AMGN, WMGI, PTLA, SAGE
|
Restatement |
2/17/2016, 02:54 PM |
Q3 2015 |
68 |
$201M |
+$111M |
-$173M |
-$62.5M |
AGN, NUVA, FPRX, MNKKQ, ZLTQ
|
13F-HR |
11/16/2015, 12:40 PM |
Q2 2015 |
65 |
$300M |
+$205M |
-$147M |
+$57.9M |
AGN, FLML, BIIB, NUVA, ALNY
|
Restatement |
9/9/2015, 03:04 PM |
Q1 2015 |
59 |
$233M |
+$141M |
-$92.3M |
+$48.4M |
ZBH, B108PS, CYH, NUVA, PBYI
|
Restatement |
5/15/2015, 04:26 PM |
Q4 2014 |
54 |
$173M |
+$115M |
-$91.9M |
+$22.7M |
ZBH, AAVL, T107PS, GILD, PBYI
|
Restatement |
2/17/2015, 07:32 PM |
Q3 2014 |
59 |
$140M |
+$98.6M |
-$70.6M |
+$28.1M |
CYH, HZNP, ZBH, TRNX, VRTX
|
13F-HR |
11/14/2014, 04:22 PM |
Q2 2014 |
47 |
$110M |
+$75.6M |
-$58.6M |
+$17M |
B108PS, MDVN, COO, TEVA, BSX
|
13F-HR |
8/14/2014, 04:09 PM |
Q1 2014 |
55 |
$94M |
+$49.6M |
-$72.4M |
-$22.8M |
PRTA, BMY, FLML, ARAY, AMAG
|
13F-HR |
5/15/2014, 04:10 PM |
Q4 2013 |
52 |
$108M |
$0 |
$0 |
|
GILD, BMY, BIIB, SPNC, ARAY
|
Restatement |
4/30/2014, 05:56 PM |