Sofinnova Investments, Inc. Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$767.9B
Holdings
58
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ASNDAscendis Pharma A/S | 1,498,538 | $93.9B | 12.23% | |
| 2 | AMRNAmarin | 5,208,305 | $70.9B | 9.23% | |
| 3 | —ObsEva SA | 4,749,623 | $60.1B | 7.83% | |
| 4 | —Principia Biopharma | 2,038,208 | $55.8B | 7.27% | |
| 5 | NTRANatera | 3,100,560 | $43.3B | 5.64% | |
| 6 | YMABUSDY-mAbs Therapeutics, Inc | 2,104,278 | $42.8B | 5.57% | |
| 7 | —Nucana Biomed Ltd | 2,266,666 | $32.9B | 4.28% | |
| 8 | MRUSMerus N.V. | 1,961,039 | $27.5B | 3.58% | |
| 9 | CHRSCoherus BioSciences | 2,868,221 | $26.0B | 3.38% | |
| 10 | KNSAKiniksa Pharmaceuticals, Ltd | 922,700 | $25.9B | 3.38% | |
| 11 | —Audentes Therapeutics | 933,640 | $19.9B | 2.59% | |
| 12 | —Spark Therapeutics | 481,270 | $18.8B | 2.45% | |
| 13 | SNYSanofi SA | 327,175 | $14.2B | 1.85% | |
| 14 | ACRSAclaris Therapeutics | 1,911,573 | $14.1B | 1.84% | |
| 15 | GILDGilead Sciences Inc | 213,331 | $13.3B | 1.74% | |
| 16 | AZNAstraZeneca PLC | 316,328 | $12.0B | 1.56% | |
| 17 | INCYIncyte Corp | 188,497 | $12.0B | 1.56% | |
| 18 | BMRNBiomarin Pharmaceutical Inc | 140,542 | $12.0B | 1.56% | |
| 19 | —TESARO Inc | 134,297 | $10.0B | 1.30% | |
| 20 | HRTXHeron Therapeutics Inc | 359,713 | $9.3B | 1.22% | |
| 21 | RETAEURReata Pharmaceuticals Inc | 157,984 | $8.9B | 1.15% | |
| 22 | ITRMIterum Therapeutics | 1,726,514 | $8.7B | 1.13% | |
| 23 | —MorphoSys AG | 80,536 | $8.2B | 1.07% | |
| 24 | RIGLUSDRigel Pharmaceuticals Inc | 3,382,174 | $7.8B | 1.01% | |
| 25 | XNCRXencor Inc | 199,682 | $7.2B | 0.94% | |
| 26 | AM6Amicus Therapeutics Inc | 674,636 | $6.5B | 0.84% | |
| 27 | YB4PSavara Inc | 754,372 | $5.7B | 0.74% | |
| 28 | DCPHEURDeciphera Pharmaceuticals Inc | 265,475 | $5.6B | 0.73% | |
| 29 | ICPTUSDIntercept Pharmaceuticals Inc | 54,472 | $5.5B | 0.72% | |
| 30 | SRPTSarepta Therapeutics Inc | 48,894 | $5.3B | 0.69% | |
| 31 | CLVSEURClovis Oncology Inc | 287,769 | $5.2B | 0.67% | |
| 32 | —Chiasma | 1,630,221 | $5.1B | 0.66% | |
| 33 | —Entasis Therapeutics Holdings Inc. | 1,180,178 | $4.8B | 0.63% | |
| 34 | NBIXNeurocrine Biosciences Inc | 61,500 | $4.4B | 0.57% | |
| 35 | MGNXMacroGenics Inc | 332,921 | $4.2B | 0.55% | |
| 36 | —Aimmune Therapeutics Inc | 175,775 | $4.2B | 0.55% | |
| 37 | —Synlogic Inc. (fmrly Mirna) | 574,972 | $4.0B | 0.52% | |
| 38 | —Dermira Inc | 542,224 | $3.9B | 0.51% | |
| 39 | PBYIPuma Biotechnology Inc | 190,627 | $3.9B | 0.51% | |
| 40 | FGENEURFibroGen Inc | 80,000 | $3.7B | 0.48% | |
| 41 | —Biohaven Pharmaceutical Holding Company Ltd | 97,445 | $3.6B | 0.47% | |
| 42 | ORTXUSDOrchard Therapeutics PLC | 222,618 | $3.5B | 0.46% | |
| 43 | —Epizyme Inc | 563,655 | $3.5B | 0.45% | |
| 44 | —Kadmon Holdings Inc | 1,651,172 | $3.4B | 0.45% | |
| 45 | —Foamix Pharmaceuticals Ltd | 832,293 | $3.0B | 0.39% | |
| 46 | FATEFate Therapeutics Inc | 229,813 | $2.9B | 0.38% | |
| 47 | —Five Prime Therapeutics Inc | 315,344 | $2.9B | 0.38% | |
| 48 | —GW Pharmaceuticals PLC | 30,000 | $2.9B | 0.38% | |
| 49 | KALAKala Pharmaceuticals Inc | 445,516 | $2.2B | 0.28% | |
| 50 | IMGNEURImmunoGen Inc | 447,075 | $2.1B | 0.28% | |
| 51 | —Osmotica Pharmaceuticals PLC | 253,089 | $2.0B | 0.26% | |
| 52 | OTICEUROtonomy Inc | 1,023,865 | $1.9B | 0.25% | |
| 53 | ANABAnaptysBio Inc | 25,020 | $1.6B | 0.21% | |
| 54 | SNDXSyndax Pharmaceuticals Inc | 350,110 | $1.6B | 0.20% | |
| 55 | —Conatus Pharmaceuticals Inc | 638,197 | $1.1B | 0.14% | |
| 56 | —Edge Therapeutics | 2,852,711 | $916.0M | 0.12% | |
| 57 | PCRXPacira Pharmaceuticals Inc | 16,994 | $731.0M | 0.10% | |
| 58 | APLSApellis Pharmaceuticals, Inc | 49,580 | $654.0M | 0.09% |