Sofinnova Investments, Inc. Q3 2018 Filing
Filed November 15, 2018
Portfolio Value
$1.1T
Holdings
60
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ASNDAscendis Pharma A/S | 2,479,514 | $175.7B | 15.66% | |
| 2 | —Nucana Biomed | 4,000,000 | $99.7B | 8.89% | |
| 3 | —ObsEva SA | 4,749,623 | $85.6B | 7.63% | |
| 4 | AMRNAmarin | 5,208,306 | $84.7B | 7.55% | |
| 5 | NTRANatera | 3,100,560 | $74.2B | 6.62% | |
| 6 | —Principia Biopharma | 2,059,146 | $59.6B | 5.31% | |
| 7 | YMABUSDY-mAbs Therapeutics, Inc | 2,104,278 | $55.9B | 4.98% | |
| 8 | CHRSCoherus BioSciences | 2,868,221 | $47.3B | 4.22% | |
| 9 | MRUSMerus N.V. | 1,961,039 | $38.7B | 3.45% | |
| 10 | —Audentes Therapeutics | 933,640 | $37.0B | 3.30% | |
| 11 | —Spark Therapeutics | 481,270 | $26.3B | 2.34% | |
| 12 | KNSAKiniksa Pharmaceuticals, Ltd | 922,700 | $23.5B | 2.10% | |
| 13 | ACRSAclaris Therapeutics | 1,539,480 | $22.4B | 1.99% | |
| 14 | SNYSanofi SA | 412,746 | $18.4B | 1.64% | |
| 15 | —Allergan plc | 96,021 | $18.3B | 1.63% | |
| 16 | AZNAstraZeneca PLC | 434,008 | $17.2B | 1.53% | Call |
| 17 | —Nucana Biomed | 666,666 | $16.6B | 1.48% | |
| 18 | PBYIPuma Biotechnology Inc | 336,835 | $15.4B | 1.38% | |
| 19 | —Entasis Therapeutics Holdings Inc. | 1,180,178 | $12.8B | 1.14% | |
| 20 | ITRMIterum Therapeutics | 1,726,514 | $11.4B | 1.02% | |
| 21 | RIGLUSDRigel Pharmaceuticals Inc | 3,260,931 | $10.5B | 0.93% | |
| 22 | APLSApellis Pharmaceuticals, Inc | 549,580 | $9.8B | 0.87% | |
| 23 | HRTXHeron Therapeutics Inc | 295,589 | $9.4B | 0.83% | |
| 24 | ALXNAlexion Pharmaceuticals Inc | 65,360 | $9.1B | 0.81% | |
| 25 | —TESARO Inc | 223,675 | $8.7B | 0.78% | |
| 26 | —Synlogic Inc. (fmrly Mirna) | 574,972 | $8.2B | 0.73% | |
| 27 | YB4PSavara Inc | 698,225 | $7.8B | 0.69% | |
| 28 | EX9Exelixis Inc | 403,594 | $7.2B | 0.64% | |
| 29 | ANABAnaptysBio Inc | 69,615 | $6.9B | 0.62% | |
| 30 | —Adamas Pharmaceuticals Inc | 345,756 | $6.9B | 0.62% | |
| 31 | —Aimmune Therapeutics Inc | 222,295 | $6.1B | 0.54% | |
| 32 | —Chiasma | 1,767,102 | $5.9B | 0.52% | |
| 33 | CPRXCatalyst Pharmaceuticals Inc | 1,549,552 | $5.9B | 0.52% | |
| 34 | —Dermira Inc | 495,293 | $5.4B | 0.48% | |
| 35 | AM6Amicus Therapeutics Inc | 445,969 | $5.4B | 0.48% | |
| 36 | —Kadmon Holdings Inc | 1,842,502 | $5.2B | 0.46% | |
| 37 | —Biohaven Pharmaceutical Holding Company Ltd | 133,066 | $5.0B | 0.45% | |
| 38 | SRPTSarepta Therapeutics Inc | 29,915 | $4.8B | 0.43% | |
| 39 | RYTMRhythm Pharmaceuticals Inc | 159,302 | $4.6B | 0.41% | |
| 40 | KURAKura Oncology Inc | 247,385 | $4.3B | 0.39% | |
| 41 | 2L9Blueprint Medicines Corp | 51,339 | $4.0B | 0.36% | |
| 42 | —Foamix Pharmaceuticals Ltd | 668,619 | $3.8B | 0.34% | |
| 43 | CLSDUSDClearside Biomedical Inc | 606,914 | $3.7B | 0.33% | |
| 44 | MOLNMolecular Partners AG | 144,960 | $3.2B | 0.29% | |
| 45 | —MorphoSys AG | 30,000 | $3.2B | 0.29% | |
| 46 | —Conatus Pharmaceuticals Inc | 538,915 | $3.1B | 0.28% | |
| 47 | —Epizyme Inc | 291,318 | $3.1B | 0.28% | |
| 48 | OTICEUROtonomy Inc | 987,778 | $2.7B | 0.24% | |
| 49 | —Edge Therapeutics | 2,852,711 | $2.3B | 0.21% | |
| 50 | —Spring Bank Pharmaceuticals Inc | 189,646 | $2.3B | 0.20% | |
| 51 | —ArQule Inc | 386,271 | $2.2B | 0.19% | |
| 52 | FATEFate Therapeutics Inc | 104,891 | $1.7B | 0.15% | |
| 53 | ESPREsperion Therapeutics Inc | 36,599 | $1.6B | 0.14% | |
| 54 | SNDXSyndax Pharmaceuticals Inc | 173,112 | $1.4B | 0.12% | |
| 55 | —Aduro Biotech Inc | 189,579 | $1.4B | 0.12% | |
| 56 | ADAPYAdaptimmune Therapeutics PLC | 89,919 | $1.2B | 0.11% | |
| 57 | —Histogenics | 2,077,040 | $1.1B | 0.10% | |
| 58 | KALAKala Pharmaceuticals Inc | 95,655 | $944.0M | 0.08% | |
| 59 | —OncoMed Pharmaceuticals Inc | 395,744 | $839.0M | 0.07% | |
| 60 | —Auris Medical Holding AG | 140,000 | $0 | 0.00% |