Venbio (Biotech focus) discloses updated portfolio positions in 13F filing: New HZNP NTEC ZGNX AVXS positions, Closed out SGMO, ACAD positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: HZNP (~3.52 mln shares), NTEC (~2.2 mln), ZGNX (~1.03 mln), AVXS (~0.44 mln), MYOK (~0.4 mln), DBVT(~0.19 mln), FENC (~0.07 mln)
- Increased positions in: IMMU (to ~14.74 mln shares from ~10.49 mln shares; also has calls), MRTX (to ~3.71 mln from ~2.28 mln), ARRY (to ~5.35 mln from ~4.18 mln; also has calls), PCRX (to ~1.31 mln from ~0.47 mln), CPRX (to ~4.64 mln from ~3.8 mln), OVAS (to ~1.12 mln from ~0.31 mln), ASND (to ~1.64 mln from ~0.99 mln) CLVS (to ~0.79 mln from ~0.14 mln), MDCO (to ~1.72 mln from ~1.11 mln), FOLD (to ~6.44 mln from ~5.93 mln)
- Maintained positions in: IOVA (~4.2 mln shares
- Closed positions in: SGMO (from ~0.8 mln shares), ACAD (from ~0.61 mln), FBIO (from ~0.6 mln), SRNE (from ~0.42 mln), AERI(from ~0.23 mln), NBIX (from ~0.22 mln), PTCT (from ~0.12 mln), AXON (from ~0.08 mln)
- Decreased positions in: AVEO (to ~4.81 mln shares from ~6.63 mln shares), AGEN (to ~2.46 mln from ~3.18 mln), TSRO (to ~0.2 mln from ~0.4 mln)