Sofinnova Investments, Inc. Q3 2024 Filing

Filed November 13, 2024

Portfolio Value

$1.3B

Holdings

58

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (58 positions)

#StockSharesValue% PortfolioType
1
NTRANatera Inc
1,550,280$196.8T15619872.14%
2
VERAVera Therapeutics Inc
2,793,987$123.5T9801245.65%
3
NVONovo-Nordisk A S
726,329$86.5T6863890.76%
4
AZNAstraZeneca PLC
809,406$63.1T5004886.65%
5
IDYAIDEAYA Biosciences Inc
1,749,455$55.4T4398682.05%
6
ELANElanco Animal Health Inc
3,518,684$51.7T4102387.57%
7
BIOABioAge Labs Inc
2,304,901$47.9T3804961.25%
8
AXSMAxsome Therapeutics Inc
529,527$47.6T3776917.26%Put
9
INCYIncyte Corp
714,176$47.2T3746634.60%
10
SLNOSoleno Therapeutics Inc
886,344$44.8T3551749.35%Put
11
RAPPRapport Therapeutics Inc
1,995,594$40.9T3243670.76%
12
AVBPArrivent BioPharma Inc
1,696,752$39.9T3164614.82%
13
YMABUSDY-mAbs Therapeutics Inc
2,194,278$28.9T2290087.26%
14
DYNDyne Therapeutics Inc
772,070$27.7T2201038.43%
15
COGTCogent Biosciences Inc
2,265,230$24.5T1941648.83%
16
YB4PSavara Inc
5,662,550$24.0T1905515.70%
17
NVSNNovartis AG
200,000$23.0T1825736.02%Put
18
INZYInozyme Pharma Inc
4,280,308$22.4T1776688.69%
19
JAZZJazz Pharmaceuticals PLC
188,562$21.0T1667296.99%
20
IM8NInsmed Inc
286,307$20.9T1658782.53%
21
SNDXSyndax Pharmaceuticals Inc
786,999$15.1T1202373.92%
22
RYTMRhythm Pharmaceuticals
276,678$14.5T1150423.22%
23
EWEdwards Lifesciences Corp
202,898$13.4T1062650.67%
24
BSXBoston Scientific Corp
135,819$11.4T903314.88%
25
PHVSPharvaris N V
600,302$11.1T882359.16%
26
EWTXEdgewise Therapeutics Inc
384,767$10.3T815043.91%
27
IMNMImmunome Inc
676,766$9.9T785272.76%
28
GHGuardant Health Inc
406,645$9.3T740360.88%
29
RVMDRevolution Medicines Inc
203,271$9.2T731623.00%
30
INBXInhibrx Biosciences Inc
536,068$8.4T666263.88%
31
TGTXTG Therapeutics Inc
358,644$8.4T665776.42%
32
AVTEAerovate Therapeutics Inc
3,758,686$7.9T623472.03%
33
ESTAEstablishment Labs Hldgs Inc
181,476$7.9T623219.09%
34
MRNS*Marinus Pharmaceuticals Inc
4,386,177$7.7T612679.67%
35
JANXJanux Therapeutics Inc
164,770$7.5T594094.45%
36
CABACabaletta Bio Inc
1,533,883$7.2T574604.30%
37
SP4PAchieve Life Sciences Inc
1,514,032$7.2T569571.23%
38
KURAKura Oncology Inc
296,884$5.8T460411.27%
39
PAHCPhibro Animal Health Corp
238,184$5.4T425711.73%
40
ILMNIllumina Inc
40,611$5.3T420328.89%
41
ERASErasca Inc
1,842,668$5.0T399249.51%
42
IMTXImmatics N.V
386,100$4.4T349639.16%
43
NARIUSDInari Med Inc
90,327$3.7T295645.19%
44
BDXBecton Dickinson & Co
15,191$3.7T290682.03%
45
NXTCNextcure Inc
2,671,856$3.7T290514.81%
46
TMOThermo Fisher Scientific Inc
5,770$3.6T283269.17%
47
EXASExact Sciences Corp
37,637$2.6T203481.15%
48
IRONDisc Medicine Inc
41,352$2.0T161274.70%
49
BOLT1EURBolt Biotherapeutics Inc
2,754,437$1.8T141658.43%
50
GPCRStructure Therapeutics Inc
38,792$1.7T135127.08%
51
CATXPerspective Therapeutics Inc
120,632$1.6T127813.98%
52
RNAAvidity Biosciences Inc
30,472$1.4T111079.02%
53
VIRVir Biotechnology Inc
129,246$968.1B76830.52%
54
CATBUSDAstria Therapeutics Inc
85,640$942.9B74833.91%
55
IMTXImmatics N.V
366,568$852.3B67641.36%
56
Ikena Oncology Inc
382,616$661.9B52534.43%
57
REPLReplimune Group Inc
48,138$527.6B41872.88%
58
LUNGPulmonx Corp
62,313$516.6B40998.50%