Venbio (Biotech focus) discloses updated portfolio positions in 13F filing: new AVEO MDCO VIVE positions
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: AVEO (~3.94 mln shares), MDCO (~1.19 mln), VIVE (~0.89 mln), PCRX (~0.41 mln), AXON (~0.38 mln), CLVS (~0.35 mln), AVXS (~0.23 mln), BPMC (~0.17 mln)
- Increased positions in: ARRY (to ~3.78 mln shares from ~0.16 mln shares), CPRX (to ~3.8 mln from ~1.14 mln), TLGT (to ~3.79 mln from ~1.66 mln), ALIM (to ~5.79 mln from ~4.03 mln), IMMU (to ~10.49 mln from ~9.26 mln), CASC (to ~1.82 mln from ~0.92 mln), MRTX (to ~2.38 mln from ~1.51 mln) FOLD (to ~4.85 mln from ~4.02 mln), DERM (to ~1.2 mln from ~0.77 mln), ACAD (to ~1.63 mln from ~1.49 mln)
- Maintained positions in: LBIO (~4.55 mln shares
- Closed positions in: BDSI (from ~0.64 mln shares), NBIX (from ~0.54 mln), BMY (from ~0.29 mln), ALXN (from ~0.17 mln), XNCR (from ~0.13 mln)
- Decreased positions in: NDRM (to ~0.59 mln shares from ~1.06 mln shares), AGEN (to ~3.37 mln from ~3.75 mln), AKBA (to ~0.46 mln from ~0.83 mln), SRNE (to ~1.19 mln from ~1.46 mln), FBIO (to ~1 mln from ~1.2 mln), AERI (to ~0.43 mln from ~0.61 mln)