Sofinnova Investments, Inc. Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.0T
Holdings
67
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (67 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ASNDAscendis Pharma A/S | 998,538 | $117.5B | 11.33% | |
| 2 | AMRNAmarin | 5,208,305 | $108.1B | 10.42% | |
| 3 | —Principia Biopharma | 2,038,208 | $69.3B | 6.68% | |
| 4 | NTRANatera | 3,100,560 | $63.9B | 6.16% | |
| 5 | —ObsEva SA | 4,749,623 | $60.7B | 5.86% | |
| 6 | YMABUSDY-mAbs Therapeutics, Inc | 2,104,278 | $55.2B | 5.32% | |
| 7 | —Spark Therapeutics | 481,270 | $54.8B | 5.28% | |
| 8 | —Nucana Biomed Ltd | 2,400,000 | $40.8B | 3.93% | |
| 9 | CHRSCoherus BioSciences | 2,868,221 | $39.1B | 3.77% | |
| 10 | —Nucana Biomed Ltd | 2,266,666 | $38.5B | 3.71% | |
| 11 | —Audentes Therapeutics | 933,640 | $36.4B | 3.51% | |
| 12 | MRUSMerus N.V. | 1,961,039 | $29.0B | 2.79% | |
| 13 | AQLTIshares Nasdaq Biotechnology | 242,000 | $27.1B | 2.61% | Put |
| 14 | KNSAKiniksa Pharmaceuticals, Ltd | 922,700 | $16.7B | 1.61% | |
| 15 | ITRMIterum Therapeutics | 1,726,514 | $13.7B | 1.32% | |
| 16 | —Allergan plc | 88,665 | $13.0B | 1.25% | |
| 17 | NVONovo Nordisk A/S | 247,734 | $13.0B | 1.25% | |
| 18 | ABBVAbbVie Inc | 150,000 | $12.1B | 1.17% | Call |
| 19 | ACRSAclaris Therapeutics | 1,911,573 | $11.4B | 1.10% | |
| 20 | AZNAstraZeneca PLC | 261,577 | $10.6B | 1.02% | |
| 21 | ALNYAlnylam Pharmaceuticals Inc | 106,616 | $10.0B | 0.96% | |
| 22 | NBIXNeurocrine Biosciences Inc | 112,406 | $9.9B | 0.95% | |
| 23 | BIIBBiogen Inc | 40,000 | $9.5B | 0.91% | Call |
| 24 | MGNXMacroGenics Inc | 523,756 | $9.4B | 0.91% | |
| 25 | —Chiasma | 1,630,221 | $8.5B | 0.82% | |
| 26 | —Entasis Therapeutics Holdings Inc. | 1,180,178 | $8.0B | 0.77% | |
| 27 | AM6Amicus Therapeutics Inc | 584,108 | $7.9B | 0.77% | |
| 28 | ANABAnaptysBio Inc | 97,948 | $7.2B | 0.69% | |
| 29 | —Dermira Inc | 483,640 | $6.6B | 0.63% | |
| 30 | XNCRXencor Inc | 209,907 | $6.5B | 0.63% | |
| 31 | HALOHalozyme Therapeutics Inc | 401,329 | $6.5B | 0.62% | |
| 32 | —Biohaven Pharmaceutical Holding Company Ltd | 124,952 | $6.4B | 0.62% | |
| 33 | —MorphoSys AG | 69,344 | $6.3B | 0.61% | |
| 34 | 2L9Blueprint Medicines Corp | 71,866 | $5.8B | 0.55% | |
| 35 | HRTXHeron Therapeutics Inc | 233,651 | $5.7B | 0.55% | |
| 36 | YB4PSavara Inc | 766,672 | $5.7B | 0.54% | |
| 37 | RETAEURReata Pharmaceuticals Inc | 65,031 | $5.6B | 0.54% | |
| 38 | ICPTUSDIntercept Pharmaceuticals Inc | 44,918 | $5.0B | 0.48% | |
| 39 | DCPHEURDeciphera Pharmaceuticals Inc | 214,604 | $5.0B | 0.48% | |
| 40 | ORTXUSDOrchard Therapeutics PLC | 276,083 | $4.9B | 0.48% | |
| 41 | INCYIncyte Corp | 53,097 | $4.6B | 0.44% | |
| 42 | —Kadmon Holdings Inc | 1,671,770 | $4.4B | 0.43% | |
| 43 | —Synlogic Inc. | 574,972 | $4.4B | 0.42% | |
| 44 | AKBAAkebia Therapeutics Inc | 516,761 | $4.2B | 0.41% | |
| 45 | IM8NInsmed Inc | 140,057 | $4.1B | 0.39% | |
| 46 | PBYIPuma Biotechnology Inc | 93,800 | $3.6B | 0.35% | Call |
| 47 | FATEFate Therapeutics Inc | 203,742 | $3.6B | 0.35% | |
| 48 | —GW Pharmaceuticals PLC | 20,000 | $3.4B | 0.32% | |
| 49 | FGENEURFibroGen Inc | 59,017 | $3.2B | 0.31% | |
| 50 | —Foamix Pharmaceuticals Ltd | 832,293 | $3.1B | 0.30% | |
| 51 | XBITXBiotech Inc | 261,391 | $2.9B | 0.28% | |
| 52 | KALAKala Pharmaceuticals Inc | 345,346 | $2.9B | 0.28% | |
| 53 | TGTXTG Therapeutics Inc | 351,811 | $2.8B | 0.27% | |
| 54 | —FibroGen Inc | 50,000 | $2.7B | 0.26% | Put |
| 55 | OTICEUROtonomy Inc | 1,023,865 | $2.7B | 0.26% | |
| 56 | GLPGGalapagos NV | 20,000 | $2.4B | 0.23% | Put |
| 57 | —ArQule Inc | 355,725 | $1.7B | 0.16% | |
| 58 | CLVSEURClovis Oncology Inc | 66,635 | $1.7B | 0.16% | |
| 59 | BMRNBiomarin Pharmaceutical Inc | 18,494 | $1.6B | 0.16% | |
| 60 | SNDXSyndax Pharmaceuticals Inc | 213,359 | $1.1B | 0.11% | |
| 61 | PDSBPDS Biotechnology Corporation | 142,635 | $1.1B | 0.10% | |
| 62 | —Portola Pharmaceuticals Inc | 30,000 | $1.0B | 0.10% | |
| 63 | APLSApellis Pharmaceuticals, Inc | 49,580 | $967.0M | 0.09% | |
| 64 | —Osmotica Pharmaceuticals PLC | 253,089 | $911.0M | 0.09% | |
| 65 | ADVMCHFAdverum Biotechnologies Inc | 159,237 | $835.0M | 0.08% | |
| 66 | IMGNEURImmunoGen Inc | 150,000 | $406.0M | 0.04% | Call |
| 67 | —Conatus Pharmaceuticals Inc | 150,000 | $162.0M | 0.02% | Call |