Deerfield Management (James E Flynn) discloses updated portfolio positions in 13F filing: New RVNC, PFNX, ACHC, positions... Closed NXTM, MRNS, AGRX
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: RVNC (~1 mln shares), PFNX (~0.83 mln), ACHC (~0.74 mln), EVHC (~0.68 mln), ALNA (~0.61 mln), RYTM (~0.58 mln), APLS (~0.51 mln), FPRX (~0.45 mln), DVA (~0.43 mln), MRTX (~0.38 mln)
- Increased positions in: MNK (to ~5.77 mln shares from ~1.86 mln shares), BCRX (to ~7.21 mln from ~4.98 mln), BIOS (to ~3.12 mln from ~1.11 mln), DBVT (to ~2.11 mln from ~0.66 mln), LCI (to ~2.72 mln from ~1.45 mln), NVTA (to ~1.72 mln from ~0.9 mln), GKOS (to ~3.34 mln from ~2.53 mln) NTRA (to ~2.92 mln from ~2.18 mln), IMMU (to ~1.3 mln from ~0.58 mln), SEM (to ~1.86 mln from ~1.19 mln)
- Maintained positions in: HZNP (~6.34 mln shares), DXCM (~1.53 mln shares), ANAB (~0.81 mln shares)
- Closed positions in: NXTM (from ~1.58 mln shares), MRNS (from ~1.36 mln), AGRX (from ~1.22 mln), AXON (from ~1.05 mln), SELB (from ~0.95 mln), SGMO (from ~0.65 mln), PDCO (from ~0.57 mln), CMTA (from ~0.46 mln), MYOV (from ~0.4 mln)
- Decreased positions in: SRRA (to ~1.76 mln shares from ~2.8 mln shares), NEOS (to ~0.75 mln from ~1.57 mln), AVXS (to ~0.76 mln from ~1.55 mln), MYL (to ~2.5 mln from ~3.15 mln), MYOK (to ~1 mln from ~1.37 mln), NCNA (to ~0.08 mln from ~0.42 mln), BOLD (to ~1.19 mln from ~1.53 mln)