DEERFIELD MANAGEMENT COMPANY, L.P. Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$2.6T
Holdings
93
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (93 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —HORIZON PHARMA PLC | 6,462,634 | $170.8B | 6.55% | |
| 2 | FIXXEURHOMOLOGY MEDICINES INC | 5,227,035 | $144.9B | 5.56% | |
| 3 | ORTXUSDORCHARD THERAPEUTICS PLC | 8,023,600 | $143.5B | 5.50% | |
| 4 | —HORIZON PHARMA INVT LTD | 116,032,000 | $131.5B | 5.04% | |
| 5 | —NEVRO CORP | 100,000,000 | $100.9B | 3.87% | |
| 6 | —PORTOLA PHARMACEUTICALS INC | 2,617,543 | $90.8B | 3.48% | |
| 7 | —MYLAN N V | 3,199,789 | $90.7B | 3.48% | |
| 8 | AERIEURAERIE PHARMACEUTICALS INC | 1,608,785 | $76.4B | 2.93% | |
| 9 | —IMMUNOMEDICS INC | 3,794,783 | $72.9B | 2.80% | |
| 10 | —INTERSECT ENT INC | 2,005,964 | $64.5B | 2.47% | |
| 11 | XLRNACCELERON PHARMA INC | 1,255,174 | $58.5B | 2.24% | |
| 12 | —INTERCEPT PHARMACEUTICALS IN | 57,791,000 | $57.2B | 2.19% | |
| 13 | ANABANAPTYSBIO INC | 743,439 | $54.3B | 2.08% | |
| 14 | BCRXBIOCRYST PHARMACEUTICALS | 6,537,566 | $53.2B | 2.04% | |
| 15 | —MYOKARDIA INC | 997,000 | $51.8B | 1.99% | |
| 16 | ARGXARGENX SE | 393,750 | $49.2B | 1.88% | |
| 17 | SRPTSAREPTA THERAPEUTICS INC | 386,000 | $46.0B | 1.76% | |
| 18 | —DIPLOMAT PHARMACY INC | 7,049,297 | $41.0B | 1.57% | |
| 19 | 2L9BLUEPRINT MEDICINES CORP | 506,865 | $40.6B | 1.56% | |
| 20 | AXGNAXOGEN INC | 1,767,006 | $37.2B | 1.43% | |
| 21 | ALECALECTOR INC | 1,956,923 | $36.6B | 1.40% | |
| 22 | NVROEURNEVRO CORP | 579,463 | $36.2B | 1.39% | |
| 23 | CNCCENTENE CORP DEL | 667,000 | $35.4B | 1.36% | |
| 24 | ACRSACLARIS THERAPEUTICS INC | 5,893,416 | $35.3B | 1.35% | |
| 25 | B7SBROOKDALE SR LIVING INC | 5,161,355 | $34.0B | 1.30% | |
| 26 | —RA PHARMACEUTICALS INC | 1,502,000 | $33.6B | 1.29% | |
| 27 | RETAEURREATA PHARMACEUTICALS INC | 364,000 | $31.1B | 1.19% | |
| 28 | FATEFATE THERAPEUTICS INC | 1,702,897 | $29.9B | 1.15% | |
| 29 | VCELVERICEL CORP | 1,689,000 | $29.6B | 1.13% | |
| 30 | SEMSELECT MED HLDGS CORP | 2,043,527 | $28.8B | 1.10% | |
| 31 | —KEMPHARM INC | 65,423,000 | $28.7B | 1.10% | |
| 32 | EDITEDITAS MEDICINE INC | 1,158,841 | $28.3B | 1.09% | |
| 33 | EHTHEHEALTH INC | 439,609 | $27.4B | 1.05% | |
| 34 | NTRANATERA INC | 1,322,834 | $27.3B | 1.05% | |
| 35 | —DEXCOM INC | 20,000,000 | $26.9B | 1.03% | |
| 36 | —DFB HEALTHCARE ACQUISTION CO | 2,500,000 | $25.4B | 0.97% | |
| 37 | KNSAKINIKSA PHARMACEUTICALS LTD | 1,310,259 | $23.7B | 0.91% | |
| 38 | —XERIS PHARMACEUTICALS INC | 2,355,136 | $23.6B | 0.91% | |
| 39 | SIENUSDSIENTRA INC | 2,730,632 | $23.4B | 0.90% | |
| 40 | —WRIGHT MED GROUP N V | 13,625,000 | $21.1B | 0.81% | |
| 41 | GLPGGALAPAGOS NV | 176,958 | $20.8B | 0.80% | |
| 42 | EXASEXACT SCIENCES CORP | 15,000,000 | $20.5B | 0.79% | |
| 43 | —AUDENTES THERAPEUTICS INC | 493,901 | $19.3B | 0.74% | |
| 44 | KALVKALVISTA PHARMACEUTICALS INC | 650,000 | $18.6B | 0.71% | |
| 45 | MRTXEURMIRATI THERAPEUTICS INC | 252,200 | $18.5B | 0.71% | |
| 46 | GKOSGLAUKOS CORP | 227,762 | $17.9B | 0.68% | |
| 47 | ASNDASCENDIS PHARMA A S | 144,194 | $17.0B | 0.65% | |
| 48 | ADUSADDUS HOMECARE CORP | 252,915 | $16.1B | 0.62% | |
| 49 | UHSUNIVERSAL HLTH SVCS INC | 119,000 | $15.9B | 0.61% | |
| 50 | WVEWAVE LIFE SCIENCES LTD | 394,737 | $15.3B | 0.59% | |
| 51 | ELVANTHEM INC | 53,000 | $15.2B | 0.58% | |
| 52 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 607,633 | $14.1B | 0.54% | |
| 53 | MOR2MORPHOSYS AG | 600,000 | $13.6B | 0.52% | |
| 54 | ARVNARVINAS INC | 921,234 | $13.6B | 0.52% | |
| 55 | —DBV TECHNOLOGIES S A | 1,701,222 | $13.1B | 0.50% | |
| 56 | MOHMOLINA HEALTHCARE INC | 86,000 | $12.2B | 0.47% | |
| 57 | —SYROS PHARMACEUTICALS INC | 1,268,945 | $11.6B | 0.44% | |
| 58 | SWAVUSDSHOCKWAVE MED INC | 312,146 | $10.4B | 0.40% | |
| 59 | NVTA1EURINVITAE CORP | 413,200 | $9.7B | 0.37% | |
| 60 | ALLOALLOGENE THERAPEUTICS INC | 326,797 | $9.4B | 0.36% | |
| 61 | ARDXARDELYX INC | 3,284,298 | $9.2B | 0.35% | |
| 62 | PTCTPTC THERAPEUTICS INC | 237,000 | $8.9B | 0.34% | |
| 63 | —SYNLOGIC INC | 1,107,643 | $8.4B | 0.32% | |
| 64 | RYTMRHYTHM PHARMACEUTICALS INC | 291,005 | $8.0B | 0.31% | |
| 65 | INSPINSPIRE MED SYS INC | 139,000 | $7.9B | 0.30% | |
| 66 | —NUVASIVE INC | 7,000,000 | $7.8B | 0.30% | |
| 67 | ATNXEURATHENEX INC | 621,859 | $7.6B | 0.29% | |
| 68 | —TELIGENT INC NEW | 9,567,000 | $6.5B | 0.25% | |
| 69 | —ALIMERA SCIENCES INC | 6,052,935 | $6.4B | 0.25% | |
| 70 | —PFENEX INC | 918,187 | $5.7B | 0.22% | |
| 71 | —AXOVANT SCIENCES LTD | 3,970,326 | $5.3B | 0.20% | |
| 72 | RCKTROCKET PHARMACEUTICALS INC | 280,000 | $4.9B | 0.19% | |
| 73 | —NEOS THERAPEUTICS INC | 1,799,141 | $4.7B | 0.18% | |
| 74 | —CLOVIS ONCOLOGY INC | 5,000,000 | $4.6B | 0.18% | |
| 75 | MGTXMEIRAGTX HOLDINGS PLC | 234,000 | $4.0B | 0.15% | |
| 76 | AGLEUSDAEGLEA BIOTHERAPEUTICS INC | 500,046 | $4.0B | 0.15% | |
| 77 | AVDLAVADEL PHARMACEUTICALS PLC | 2,722,241 | $3.9B | 0.15% | |
| 78 | —ITAMAR MED LTD | 314,136 | $3.6B | 0.14% | |
| 79 | —AAC HLDGS INC | 1,936,027 | $3.6B | 0.14% | |
| 80 | —CONSTELLATION PHARMCETICLS I | 253,400 | $3.4B | 0.13% | |
| 81 | NVLSEURALPINE IMMUNE SCIENCES INC | 475,450 | $3.3B | 0.13% | |
| 82 | —OSMOTICA PHARMACEUTICALS PLC | 846,048 | $3.0B | 0.12% | |
| 83 | —HARPOON THERAPEUTICS INC | 285,000 | $2.7B | 0.10% | |
| 84 | STIMNEURONETICS INC | 159,000 | $2.4B | 0.09% | |
| 85 | TNDMTANDEM DIABETES CARE INC | 35,500 | $2.3B | 0.09% | |
| 86 | YB4PSAVARA INC | 250,000 | $1.8B | 0.07% | |
| 87 | —EYENOVIA INC | 300,000 | $1.8B | 0.07% | |
| 88 | —IGI LABORATORIES INC | 1,733,000 | $1.7B | 0.06% | |
| 89 | —MENLO THERAPEUTICS INC | 198,451 | $1.6B | 0.06% | |
| 90 | KIDSORTHOPEDIATRICS CORP | 32,000 | $1.4B | 0.05% | |
| 91 | —MELINTA THERAPEUTICS INC | 356,952 | $1.3B | 0.05% | |
| 92 | —PROTEON THERAPEUTICS INC | 1,224,899 | $616.0M | 0.02% | |
| 93 | —EYEPOINT PHARMACEUTICALS INC | 226,802 | $406.0M | 0.02% |