Sofinnova Investments, Inc. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.7B
Holdings
46
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KRTXKaruna Therapeutics Inc | 2,073,124 | $407.4T | 24173252.93% | |
| 2 | NTRANatera Inc | 3,100,560 | $124.5T | 7390762.25% | |
| 3 | AVTEAerovate Therapeutics Inc | 3,758,686 | $110.1T | 6535080.30% | |
| 4 | ASNDAscendis Pharma A/S | 880,800 | $107.6T | 6383324.52% | |
| 5 | SNYSanofi SA | 1,965,475 | $95.2T | 5648449.54% | |
| 6 | —Cincor Pharma Inc | 6,073,949 | $74.6T | 4429658.88% | |
| 7 | MRKMerck & Co Inc | 603,356 | $66.9T | 3972356.36% | |
| 8 | VERAVera Therapeutics Inc | 3,181,442 | $61.6T | 3653021.62% | |
| 9 | HZNPHorizon Therapeutics PLC | 413,173 | $47.0T | 2790110.82% | |
| 10 | VRTXVertex Pharmaceuticals Inc | 156,989 | $45.3T | 2690193.95% | |
| 11 | AZNAstraZeneca PLC | 613,673 | $41.6T | 2468959.50% | |
| 12 | BMRNBiomarin Pharmaceutical Inc | 394,643 | $40.8T | 2423539.21% | |
| 13 | RETAEURReata Pharmaceuticals Inc | 992,029 | $37.7T | 2236355.93% | |
| 14 | ALNYAlnylam Pharmaceuticals Inc | 156,448 | $37.2T | 2206251.88% | Call |
| 15 | SRPTSarepta Therapeutics Inc | 247,955 | $32.1T | 1906593.50% | |
| 16 | CTIC1USDCTI Biopharma Corp | 5,016,527 | $30.1T | 1789059.91% | Call |
| 17 | CYTKCytokinetics Inc | 608,930 | $27.9T | 1655654.53% | Call |
| 18 | INBXUSDInhibrx Inc | 1,110,183 | $27.4T | 1623239.25% | |
| 19 | UTHUnited Therapeutics Corp | 89,207 | $24.8T | 1472080.55% | |
| 20 | 290AChinook Therapeutics Inc | 806,459 | $21.1T | 1253807.46% | |
| 21 | ZNTLZentalis Pharmaceuticals Inc | 1,004,045 | $20.2T | 1199941.02% | |
| 22 | —Prometheus Biosciences Inc | 176,545 | $19.4T | 1152379.09% | |
| 23 | SNDXSyndax Pharmaceuticals Inc | 703,074 | $17.9T | 1061783.76% | |
| 24 | AFWAlign Technology Inc | 83,100 | $17.5T | 1039979.71% | |
| 25 | IMTXImmatics NV | 2,000,776 | $17.4T | 1034103.21% | |
| 26 | DC4Dexcom Inc | 140,678 | $15.9T | 945307.96% | |
| 27 | OPHTEURIveric Bio Inc | 638,398 | $13.7T | 811064.59% | |
| 28 | TVTXTravere Therapeutics Inc | 578,268 | $12.2T | 721631.85% | |
| 29 | YMABUSDY-mAbs Therapeutics Inc | 2,194,278 | $10.7T | 635416.88% | |
| 30 | AGENEURAgenus Inc | 4,161,057 | $10.0T | 592600.72% | Call |
| 31 | GONGeron Corp | 3,828,689 | $9.3T | 549810.08% | Call |
| 32 | IDYAIDEAYA Biosciences Inc | 474,530 | $8.6T | 511641.61% | |
| 33 | IMGNEURImmunoGen Inc | 1,686,154 | $8.4T | 496279.33% | |
| 34 | KURAKura Oncology Inc | 593,561 | $7.4T | 437103.62% | |
| 35 | RCUSArcus Biosciences Inc | 314,811 | $6.5T | 386320.42% | |
| 36 | FULCFulcrum Therapeutics Inc | 631,411 | $4.6T | 272766.34% | |
| 37 | GRTXGalera Therapeutics Inc | 3,083,712 | $4.6T | 272651.16% | |
| 38 | INZYInozyme Pharma Inc | 3,655,308 | $3.8T | 227751.10% | |
| 39 | NXTCNextcure Inc | 2,671,856 | $3.8T | 223552.45% | |
| 40 | —Nucana PLC | 5,599,999 | $3.7T | 219320.44% | |
| 41 | BOLT1EURBolt Biotherapeutics Inc | 2,754,437 | $3.6T | 212482.64% | |
| 42 | PDSBPDS Biotechnology Corp | 142,635 | $1.9T | 111724.21% | |
| 43 | —Nucana PLC | 2,400,000 | $1.6T | 93994.50% | |
| 44 | —ObsEva SA | 4,749,623 | $688.7B | 40867.13% | |
| 45 | —Synlogic Inc | 574,972 | $437.0B | 25930.32% | |
| 46 | —Fusion Pharmaceuticals Inc | 117,099 | $368.9B | 21888.26% |