Venbio (Biotech focus) discloses updated portfolio positions in 13F filing: New TGTX BDSI NLNK AZN VRAY BMY positions, Closed out OVAS TSRO
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: TGTX (~3.29 mln shares), BDSI (~2.47 mln), NLNK (~0.8 mln), AZN (~0.75 mln), VRAY (~0.73 mln), BMY (~0.46 mln), CBIO (~0.4 mln), APLS (~0.4 mln), INCY (~0.05 mln)
- Increased positions in: IOVA (to ~5.25 mln shares from ~4.2 mln shares), HZNP (to ~4.44 mln from ~3.52 mln), FOLD (to ~7.26 mln from ~6.44 mln), GBT (to ~1.84 mln from ~1.12 mln), MRTX (to ~4.4 mln from ~3.71 mln) CASC (to ~2.49 mln from ~1.82 mln), BMRN (to ~1.19 mln from ~0.6 mln) TLGT (to ~5.05 mln from ~4.58 mln), IMMU (to ~16.06 mln from ~14.74 mln)
- Maintained positions in: ARRY (~5.47 mln shares), ASND (~1.68 mln shares), DERM (~1.52 mln shares)
- Closed positions in: OVAS (from ~1.12 mln shares) TSRO (from ~0.2 mln), DBVT (from ~0.19 mln)
- Decreased positions in: BCRX (to ~0.34 mln shares from ~1.78 mln shares), AVEO (to ~4.01 mln from ~4.81 mln), CPRX (to ~3.89 mln from ~4.64 mln), PCRX (to ~0.85 mln from ~1.31 mln), MDCO (to ~1.3 mln from ~1.72 mln), VCYT (to ~0.75 mln from ~0.94 mln)
