Baker Bros discloses updated portfolio positions in 13F filing: New CFRX INFI APTO positions; Closed out NVAX CRIS
Highlights from 2016 Q3 filing as compared to 2016 Q2 filing:
- New positions in: CFRX (~4.05 mln shares), INFI (~0.58 mln), APTO (~0.4 mln), FLGT (~0.13 mln), ABEO (~0.1 mln), MYOK (~0.1 mln)
- Increased positions in: AMRN (to ~20.63 mln shares from ~0.8 mln shares), AQXP (to ~10.54 mln from ~7.75 mln), MSTX (to ~8.58 mln from ~3.87 mln), ARWR (to ~1.86 mln from ~1.01 mln), EXEL (to ~4.93 mln from ~2.58 mln) FOMX (to ~2.47 mln from ~2.24 mln), ACAD (to ~25.82 mln from ~24.52 mln) SGEN (to ~44.1 mln from ~43.24 mln),
- Maintained positions in: INCY (~23.5 mln shares), ABBV (~14.34 mln shares), GHDX (~13.77 mln shares), ALXN (~6.54 mln shares), BMRN (~4.81 mln shares)
- Decreased positions in: BCRX (to ~10.96 mln shares from ~15.01 mln shares-- as previously disclosed), SNSS (to ~0.74 mln from ~4.45 mln), MDGL (to ~0.06 mln from ~2.02 mln), INSM (to ~0.4 mln from ~1.5 mln), ARRY (to ~3.31 mln from ~4.31 mln), VSAR (to ~2.13 mln from ~2.72 mln), PRQR (to ~0.86 mln from ~1.23 mln)
- Closed positions in: NVAX (from ~2.38 mln shares), CRIS (from ~2 mln), AUPH (from ~0.71 mln), VTAE (from ~0.64 mln)