Broadfin Capital (Kevin Kotler - pharma focus) discloses updated portfolio positions in 13F filing: new positions in MRTX, AERI, OVAS
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: MRTX (~2.49 mln shares), AERI (~0.31 mln), OVAS (~0.27 mln), GLYC (~0.22 mln), ALNY (~0.18 mln), BABY (~0.11 mln)
- Increased positions in: CORI (to ~4.44 mln shares from ~2.79 mln shares), PETX (to ~5.18 mln from ~3.7 mln), LJPC (to ~1.26 mln from ~0.78 mln), DXTR (to ~0.99 mln from ~0.6 mln), ATEC (to ~0.59 mln from ~0.23 mln) CGNT (to ~1.09 mln from ~0.75 mln), RXDX (to ~2.94 mln from ~2.64 mln)
- Maintained positions in: REPH (~3.1 mln shares), RTRX (~2.86 mln shares), NVLN (~1.95 mln shares)
- Closed positions in: DRRX (from ~8.51 mln shares), AVIR (from ~3.18 mln), TENX (from ~1.97 mln), SPNE (from ~1.1 mln), SSKN (from ~0.96 mln), TEVA (from ~0.65 mln), AVGR (from ~0.5 mln), MDCO (from ~0.22 mln)
- Decreased positions in: SBBP (to ~2.87 mln shares from ~5.88 mln shares), ATRS (to ~4.8 mln from ~7.64 mln), TLGT (to ~1.47 mln from ~3.86 mln), AVDL (to ~4.13 mln from ~6.49 mln), VCYT (to ~1.45 mln from ~3.44 mln), ZGNX (to ~0.26 mln from ~0.77 mln), MDWD (to ~0.17 mln from ~0.63 mln)