Baker Bros discloses updated portfolio positions in 13F filing: Notable new positions include TTPH, ACOR, GWPH... Closed out PTN. ALDR. JUNO
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: TTPH (~0.94 mln shares), ACOR (~0.52 mln), VNDA (~0.42 mln), CMTA (~0.25 mln), VYGR(~0.24 mln), KRYS (~0.2 mln), TTOO (~0.1 mln), GWPH (~0.08 mln), MTEM (~0.07 mln)
- Increased positions in: ARRY (to ~5.21 mln shares from ~1.59 mln shares), CFRX (to ~7.15 mln from ~4.05 mln),GNMX (to ~4.55 mln from ~1.62 mln), RTTR (to ~2.8 mln from ~0.4 mln), BCRX (to ~14 mln from ~11.72 mln) CBAY(to ~2.99 mln from ~1.29 mln), ASND (to ~2.35 mln from ~1.75 mln) NBRV (to ~0.94 mln from ~0.35 mln), NLNK(to ~1.01 mln from ~0.5 mln),
- Maintained positions in: SGEN (~45.73 mln shares), INCY (~34.23 mln shares), ACAD (~25.82 mln shares), GHDX(~13.78 mln shares), ALXN (~8.55 mln shares), BMRN (~5.91 mln shares)
- Closed positions in: PTN (from ~2.05 mln shares), ALDR (from ~0.22 mln), ZGNX (from ~0.19 mln), CRBP (from ~0.13 mln), MCRB (from ~0.13 mln), CMRX (from ~0.12 mln), JUNO (from ~0.05 mln), RARE (from ~0.03 mln)
- Decreased positions in: SGMO (to ~2.11 mln shares from ~4.11 mln shares), AKAO (to ~3.89 mln from ~4.8 mln),LJPC (to ~0.15 mln from ~0.5 mln), IMGN (to ~2.69 mln from ~3.02 mln), VSAR (to ~1.44 mln from ~1.66 mln),BLUE (to ~0.24 mln from ~0.3 mln), LOXO (to ~0.1 mln from ~0.14 mln)