Cormorant Asset Management, LP Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$603.3B
Holdings
71
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (71 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —PORTOLA PHARMACEUTICALS INC | 900,000 | $50.6B | 8.38% | |
| 2 | TBPHTHERAVANCE BIOPHARMA INC | 950,000 | $37.8B | 6.27% | |
| 3 | —BLUEBIRD BIO INC | 275,000 | $28.9B | 4.79% | |
| 4 | —QUOTIENT LTD | 3,549,000 | $26.1B | 4.33% | |
| 5 | OMEROMEROS CORP | 1,300,000 | $25.9B | 4.29% | |
| 6 | GLPGGALAPAGOS NV | 300,000 | $22.9B | 3.80% | |
| 7 | —JUNO THERAPEUTICS INC | 750,000 | $22.4B | 3.72% | |
| 8 | NVROEURNEVRO CORP | 270,000 | $20.1B | 3.33% | |
| 9 | ACRSACLARIS THERAPEUTICS INC | 720,000 | $19.5B | 3.24% | |
| 10 | ANABANAPTYSBIO | 799,469 | $19.1B | 3.17% | |
| 11 | 2L9BLUEPRINT MEDICINES CORP | 367,900 | $18.6B | 3.09% | |
| 12 | —PROTEOSTASIS THERAPEUTICS IN | 3,804,027 | $17.8B | 2.95% | |
| 13 | CLSDUSDCLEARSIDE BIOMEDICAL INC | 1,940,880 | $17.7B | 2.93% | |
| 14 | NERVGBPMINERVA NEUROSCIENCES INC | 1,997,412 | $17.7B | 2.93% | |
| 15 | EGRXEAGLE PHARMACEUTICALS INC | 200,000 | $15.8B | 2.62% | |
| 16 | —IGNYTA INC | 1,500,000 | $15.5B | 2.57% | |
| 17 | —MYOKARDIA INC | 1,000,000 | $13.1B | 2.17% | |
| 18 | —GEMPHIRE THERAPEUTICS INC | 952,798 | $12.3B | 2.04% | |
| 19 | NBIXNEUROCRINE BIOSCIENCES INC | 250,000 | $11.5B | 1.91% | |
| 20 | —ALDER BIOPHARMACEUTICALS INC | 900,000 | $10.3B | 1.71% | |
| 21 | ALNYALNYLAM PHARMACEUTICALS INC | 125,000 | $10.0B | 1.65% | |
| 22 | CHRSCOHERUS BIOSCIENCES INC | 620,300 | $8.9B | 1.48% | |
| 23 | GTHXEURG1 THERAPEUTICS INC | 479,986 | $8.4B | 1.39% | |
| 24 | HRTXHERON THERAPEUTICS INC | 570,000 | $7.9B | 1.31% | |
| 25 | ARRYEURARRAY BIOPHARMA INC | 900,000 | $7.5B | 1.25% | |
| 26 | ARDXARDELYX INC | 1,422,738 | $7.3B | 1.20% | |
| 27 | —AUDENTES THERAPEUTICS, INC | 323,545 | $6.2B | 1.03% | |
| 28 | PTGXPROTAGONIST THERAPEUTICS INC | 500,000 | $5.7B | 0.94% | |
| 29 | —SYNERGY PHARMACEUTICALS INC | 1,200,000 | $5.3B | 0.89% | |
| 30 | —CONTRAFECT CORP | 3,550,000 | $5.1B | 0.85% | |
| 31 | DC4DEXCOM INC | 70,000 | $5.1B | 0.85% | |
| 32 | —INVUITY INC | 700,000 | $5.1B | 0.84% | |
| 33 | JNCEEURJOUNCE THERAPEUTICS INC | 359,738 | $5.0B | 0.84% | |
| 34 | —DERMIRA INC | 170,000 | $5.0B | 0.82% | |
| 35 | FLGTFULGENT GENETICS INC | 750,000 | $4.8B | 0.79% | |
| 36 | —SYROS PHARMACEUTICALS INC | 296,296 | $4.8B | 0.79% | |
| 37 | AGENEURAGENUS INC | 1,200,000 | $4.7B | 0.78% | |
| 38 | —AGILE THERAPEUTICS INC | 1,250,000 | $4.7B | 0.78% | |
| 39 | —INTEC PHARMA LTD JERUSALEM | 809,804 | $4.6B | 0.77% | |
| 40 | RIGLUSDRIGEL PHARMACEUTICALS INC | 1,539,750 | $4.2B | 0.70% | |
| 41 | —CURIS INC | 2,000,000 | $3.8B | 0.63% | |
| 42 | WVEWAVE LIFE SCIENCES LTD | 202,079 | $3.8B | 0.62% | |
| 43 | COLLCOLLEGIUM PHARMACEUTICAL INC | 300,000 | $3.8B | 0.62% | |
| 44 | CTMXCYTOMX THERAPEUTICS INC | 230,000 | $3.6B | 0.59% | |
| 45 | GBYSANGAMO THERAPEUTICS INC | 400,000 | $3.5B | 0.58% | |
| 46 | SRNESORRENTO THERAPEUTICS INC | 1,690,800 | $3.4B | 0.56% | |
| 47 | —IMMUNE DESIGN CORP | 337,000 | $3.3B | 0.54% | |
| 48 | —LIPOCINE INC NEW | 741,496 | $3.0B | 0.49% | |
| 49 | —ADVANCED ACCELERATOR APPLIC | 75,000 | $2.9B | 0.49% | |
| 50 | TREURTRILLIUM THERAPEUTICS INC | 600,000 | $2.6B | 0.44% | |
| 51 | —ABEONA THERAPEUTICS INC | 400,000 | $2.6B | 0.42% | |
| 52 | RGNXREGENXBIO INC | 120,000 | $2.4B | 0.39% | |
| 53 | OVIDOVID THERAPEUTICS INC. | 223,972 | $2.3B | 0.39% | |
| 54 | SCTLRECRO PHARMA INC | 333,200 | $2.3B | 0.39% | |
| 55 | —PFENEX INC | 574,966 | $2.3B | 0.38% | |
| 56 | XLRNACCELERON PHARMA INC | 75,000 | $2.3B | 0.38% | |
| 57 | —ZYMEWORKS INC | 232,008 | $1.9B | 0.32% | |
| 58 | XNCRXENCOR INC | 75,000 | $1.6B | 0.26% | |
| 59 | —APTOSE BIOSCIENCES INC | 990,579 | $1.2B | 0.20% | |
| 60 | —MYOVANT SCIENCES LTD | 100,000 | $1.2B | 0.19% | |
| 61 | —PORTOLA PHARMACEUTICALS INC | 1,000 | $1.2B | 0.19% | |
| 62 | —MERSANA THERAPEUTICS INC | 79,798 | $1.1B | 0.18% | |
| 63 | —ONCOBIOLOGICS INC | 1,002,516 | $1.0B | 0.17% | |
| 64 | ABBVABBVIE INC | 6,100 | $939.0M | 0.16% | |
| 65 | —HTG MOLECULAR DIAGNOSTICS IN | 203,464 | $541.0M | 0.09% | |
| 66 | —NEOS THERAPEUTICS INC | 50,613 | $369.0M | 0.06% | |
| 67 | —THRESHOLD PHARMACEUTICAL INC | 900,000 | $354.0M | 0.06% | |
| 68 | —CELLECTAR BIOSCIENCES INC | 53,649 | $87.0M | 0.01% | |
| 69 | —ONCOBIOLOGICS INC | 416,666 | $72.0M | 0.01% | |
| 70 | —ONCOBIOLOGICS INC | 416,666 | $39.0M | 0.01% | |
| 71 | —CELLECTAR BIOSCIENCES INC | 52,999 | $12.0M | 0.00% |