Broadfin Capital (Kevin Kotler - pharma focus) discloses updated portfolio positions in 13F filing: New BAX / IART positions, Increased ENDP, CFRX, MDWD, OVAS positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: RGLS (~4.29 mln shares), TTPH (~0.9 mln), FOLD (~0.14 mln), OMI (~0.13 mln), IART (~0.08 mln), BAX(~0.07 mln)
- Increased positions in: ENDP (to ~3.01 mln shares from ~1.25 mln shares), CFRX (to ~2.71 mln from ~1.33 mln), MDWD (to ~0.5 mln from ~0.17 mln), OVAS (to ~0.55 mln from ~0.27 mln), PRTK (to ~0.41 mln from ~0.28 mln) BABY (to ~0.2 mln from ~0.11 mln), IOVA (to ~2.49 mln from ~2.28 mln) ANGO (to ~1.77 mln from ~1.68 mln)
- Maintained positions in: PETX (~5.18 mln shares), CORI (~4.44 mln shares), REPH (~3.1 mln shares), SBBP (~2.89 mln shares),MRTX (~2.49 mln shares)
- Closed positions in: ARLZ (from 2 mln), PGNX (from ~1 mln shares), DXTR (from ~0.99 mln), ELGX (from ~0.78 mln), ADMA(from ~0.68 mln), ATEC (from ~0.59 mln), JUNO (from ~0.26 mln), GLYC (from ~0.22 mln)
- Decreased positions in: ATRS (to ~3.21 mln shares from ~4.8 mln shares), RXDX (to ~1.49 mln from ~2.94 mln), IDRA (to ~2.43 mln from ~3.85 mln), RTRX (to ~1.72 mln from ~2.86 mln), HZNP (to ~3.1 mln from ~4.06 mln), HRTX (to ~3.46 mln from ~4.42 mln), AMRN (to ~1.63 mln from ~2.53 mln), CPRX (to ~6.89 mln from ~7.35 mln)