DEERFIELD MANAGEMENT COMPANY, L.P. Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$2.5T
Holdings
97
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (97 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —MALLINCKRODT PUB LTD CO | 5,766,000 | $130.1B | 5.12% | |
| 2 | —MYLAN N V | 2,503,611 | $105.9B | 4.17% | |
| 3 | —HORIZON PHARMA PLC | 6,341,894 | $92.6B | 3.64% | |
| 4 | DC4DEXCOM INC | 1,534,211 | $88.0B | 3.47% | |
| 5 | GKOSGLAUKOS CORP | 3,343,045 | $85.7B | 3.37% | |
| 6 | —AVEXIS INC | 755,798 | $83.6B | 3.29% | |
| 7 | ANABANAPTYSBIO INC | 812,484 | $81.8B | 3.22% | |
| 8 | —HORIZON PHARMA INVT LTD | 74,100,000 | $68.9B | 2.71% | |
| 9 | MCKMCKESSON CORP | 438,001 | $68.3B | 2.69% | Call |
| 10 | LN5LANNET INC | 2,717,287 | $63.0B | 2.48% | |
| 11 | ACRSACLARIS THERAPEUTICS INC | 2,233,416 | $55.1B | 2.17% | |
| 12 | EDITEDITAS MEDICINE INC | 1,709,400 | $52.5B | 2.07% | |
| 13 | —DBV TECHNOLOGIES S A | 2,105,180 | $51.8B | 2.04% | |
| 14 | ARNAEURARENA PHARMACEUTICALS INC | 1,522,566 | $51.7B | 2.04% | |
| 15 | PODDINSULET CORP | 705,573 | $48.7B | 1.92% | |
| 16 | —ISIS PHARMACEUTICALS INC DEL | 45,700,000 | $48.4B | 1.90% | |
| 17 | —INTERSECT ENT INC | 1,468,341 | $47.6B | 1.87% | |
| 18 | —KEMPHARM INC | 75,000,000 | $45.8B | 1.80% | |
| 19 | —GW PHARMACEUTICALS PLC | 339,180 | $44.8B | 1.76% | |
| 20 | MOHMOLINA HEALTHCARE INC | 568,000 | $43.6B | 1.71% | |
| 21 | —MYOKARDIA INC | 1,000,680 | $42.1B | 1.66% | |
| 22 | TRIB 4 04/01/45TRINITY BIOTECH INVT LTD | 48,000,000 | $39.5B | 1.55% | |
| 23 | —AUDENTES THERAPEUTICS INC | 1,190,516 | $37.2B | 1.46% | |
| 24 | —ENDOLOGIX INC | 40,500,000 | $36.1B | 1.42% | |
| 25 | RVNCEURREVANCE THERAPEUTICS INC | 1,000,000 | $35.8B | 1.41% | |
| 26 | BCRXBIOCRYST PHARMACEUTICALS | 7,213,393 | $35.4B | 1.39% | |
| 27 | SEMSELECT MED HLDGS CORP | 1,858,000 | $32.8B | 1.29% | |
| 28 | AVDLAVADEL PHARMACEUTICALS PLC | 3,955,494 | $32.4B | 1.28% | |
| 29 | ASNDASCENDIS PHARMA A S | 789,000 | $31.6B | 1.24% | |
| 30 | DVADAVITA INC | 425,000 | $30.7B | 1.21% | |
| 31 | 2L9BLUEPRINT MEDICINES CORP | 396,000 | $29.9B | 1.18% | |
| 32 | ELVANTHEM INC | 130,000 | $29.3B | 1.15% | |
| 33 | AERIEURAERIE PHARMACEUTICALS INC | 484,055 | $28.9B | 1.14% | |
| 34 | —NEVRO CORP | 27,600,000 | $28.9B | 1.14% | |
| 35 | —INTERCEPT PHARMACEUTICALS IN | 36,000,000 | $28.9B | 1.14% | |
| 36 | NTRANATERA INC | 2,920,856 | $26.3B | 1.03% | |
| 37 | XLRNACCELERON PHARMA INC | 615,000 | $26.1B | 1.03% | |
| 38 | ACHCACADIA HEALTHCARE COMPANY IN | 741,016 | $24.2B | 0.95% | |
| 39 | —ENVISION HEALTHCARE CORP | 676,000 | $23.4B | 0.92% | |
| 40 | ARGXARGENX SE | 365,961 | $23.1B | 0.91% | |
| 41 | —K2M GROUP HLDGS INC | 20,000,000 | $22.8B | 0.90% | |
| 42 | —DEPOMED INC | 27,019,000 | $22.8B | 0.90% | |
| 43 | —AMAG PHARMACEUTICALS INC | 25,250,000 | $21.8B | 0.86% | |
| 44 | —IMMUNOMEDICS INC | 1,300,448 | $21.0B | 0.83% | |
| 45 | —OXFORD IMMUNOTEC GLOBAL PLC | 1,264,000 | $17.7B | 0.69% | |
| 46 | EHTHEHEALTH INC | 1,013,916 | $17.6B | 0.69% | |
| 47 | SCTLRECRO PHARMA INC | 1,901,685 | $17.6B | 0.69% | |
| 48 | RYTMRHYTHM PHARMACEUTICALS INC | 582,010 | $16.9B | 0.67% | |
| 49 | —AAC HLDGS INC | 1,873,276 | $16.9B | 0.66% | |
| 50 | ARDXARDELYX INC | 2,469,580 | $16.3B | 0.64% | |
| 51 | CTMXCYTOMX THERAPEUTICS INC | 753,322 | $15.9B | 0.63% | |
| 52 | NVTA1EURINVITAE CORP | 1,723,000 | $15.6B | 0.62% | |
| 53 | AGIOAGIOS PHARMACEUTICALS INC | 262,984 | $15.0B | 0.59% | |
| 54 | UHSUNIVERSAL HLTH SVCS INC | 132,000 | $15.0B | 0.59% | |
| 55 | —PORTOLA PHARMACEUTICALS INC | 298,545 | $14.5B | 0.57% | |
| 56 | —BLUEBIRD BIO INC | 80,000 | $14.2B | 0.56% | |
| 57 | —LOXO ONCOLOGY INC | 169,000 | $14.2B | 0.56% | |
| 58 | —AEGERION PHARMACEUTICALS INC | 16,600,000 | $13.2B | 0.52% | |
| 59 | —EPIZYME INC | 1,009,526 | $12.7B | 0.50% | |
| 60 | —SYROS PHARMACEUTICALS INC | 1,268,945 | $12.3B | 0.49% | |
| 61 | GLPGGALAPAGOS NV | 130,000 | $12.2B | 0.48% | |
| 62 | XNCRXENCOR INC | 522,000 | $11.4B | 0.45% | |
| 63 | APLSAPELLIS PHARMACEUTICALS INC | 513,000 | $11.1B | 0.44% | |
| 64 | WVEWAVE LIFE SCIENCES LTD | 314,674 | $11.0B | 0.43% | |
| 65 | RETAEURREATA PHARMACEUTICALS INC | 390,000 | $11.0B | 0.43% | |
| 66 | WBAWALGREENS BOOTS ALLIANCE INC | 145,000 | $10.5B | 0.41% | |
| 67 | —ALLSCRIPTS HEALTHCARE SOLUTN | 9,671,000 | $10.4B | 0.41% | |
| 68 | NVLSEURALPINE IMMUNE SCIENCES INC | 913,100 | $10.2B | 0.40% | |
| 69 | —FIVE PRIME THERAPEUTICS INC | 450,728 | $9.9B | 0.39% | |
| 70 | —BIOHAVEN PHARMACTL HLDG CO L | 341,000 | $9.2B | 0.36% | |
| 71 | —BIOSCRIP INC | 3,124,000 | $9.1B | 0.36% | |
| 72 | RGNXREGENXBIO INC | 256,300 | $8.5B | 0.34% | |
| 73 | —SYNLOGIC INC | 850,143 | $8.2B | 0.32% | |
| 74 | —ALIMERA SCIENCES INC | 6,052,935 | $8.1B | 0.32% | |
| 75 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 336,009 | $7.6B | 0.30% | |
| 76 | —NEOS THERAPEUTICS INC | 745,767 | $7.6B | 0.30% | |
| 77 | —INVUITY INC | 1,177,229 | $7.3B | 0.29% | |
| 78 | MRTXEURMIRATI THERAPEUTICS INC | 375,000 | $6.8B | 0.27% | |
| 79 | —SIERRA ONCOLOGY INC | 1,761,092 | $6.6B | 0.26% | |
| 80 | —ALLENA PHARMACEUTICALS INC | 605,100 | $6.1B | 0.24% | |
| 81 | —STEADYMED LTD | 1,418,787 | $5.3B | 0.21% | |
| 82 | PTGXPROTAGONIST THERAPEUTICS INC | 225,000 | $4.7B | 0.18% | |
| 83 | CLDNEUREIGER BIOPHARMACEUTICALS INC | 300,000 | $4.2B | 0.16% | |
| 84 | IFRXINFLARX NV | 175,000 | $3.7B | 0.14% | |
| 85 | —TESARO INC | 42,893 | $3.6B | 0.14% | |
| 86 | —FOAMIX PHARMACEUTICALS LTD | 501,000 | $3.0B | 0.12% | |
| 87 | —OBALON THERAPEUTICS INC | 446,284 | $3.0B | 0.12% | |
| 88 | —ARALEZ PHARMACEUTICALS INC | 1,644,583 | $2.3B | 0.09% | |
| 89 | —PROTEON THERAPEUTICS INC | 1,224,899 | $2.3B | 0.09% | |
| 90 | —PFENEX INC | 830,216 | $2.2B | 0.09% | |
| 91 | VYGRVOYAGER THERAPEUTICS INC | 117,647 | $2.0B | 0.08% | |
| 92 | MDXGMIMEDX GROUP INC | 150,000 | $1.9B | 0.07% | |
| 93 | —ARSANIS INC | 131,548 | $1.7B | 0.07% | |
| 94 | KIDSORTHOPEDIATRICS CORP | 58,247 | $1.1B | 0.04% | |
| 95 | —AKARI THERAPEUTICS PLC | 249,785 | $1.1B | 0.04% | |
| 96 | —NUCANA PLC | 82,637 | $835.0M | 0.03% | |
| 97 | —RA PHARMACEUTICALS INC | 79,150 | $673.0M | 0.03% |