CIK: 0000924223
申报总市值
US$39.8亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CELG | Celgene CORP | 股票-其他 | 12.21% | +0.49% | -4.31% | |
| 2 | ✓ | Isis Pharmaceuticals INC | 股票-其他 | 10.87% | — | -4.13% | |
| 3 | INCY | Incyte CORP | 股票-医疗保健 | 10.35% | +0.07% | -6.42% | |
| 4 | GILD | Gilead Sciences INC | 股票-医疗保健 | 8.38% | -0.80% | -2.72% | |
| 5 | AGIO | Agios Pharmaceuticals INC | 股票-其他 | 5.20% | +0.80% | -0.80% | |
| 6 | MODV | ModivCare Inc. | 股票-其他 | 4.90% | — | -7.94% | |
| 7 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 4.69% | -1.27% | -1.48% | |
| 8 | RDUSEUR | Radius Health INC | 股票-其他 | 4.56% | -0.14% | +35.25% | |
| 9 | NBIX | Neurocrine Biosciences INC | 股票-医疗保健 | 3.79% | -0.19% | +3.73% | |
| 10 | PBYI | Puma Biotechnology INC | 股票-其他 | 3.67% | — | — | |
| 11 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 3.47% | +0.37% | — | |
| 12 | ✓ | Receptos, INC. | 股票-其他 | 3.12% | — | -2.44% | |
| 13 | ✓ | Synageva Biopharma CORP | 股票-其他 | 2.98% | — | -9.29% | |
| 14 | HALO | Halozyme Therapeutics INC | 股票-医疗保健 | 2.73% | -0.53% | -5.89% | |
| 15 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 2.66% | -0.82% | EXIT | |
| 16 | ALNY | Alnylam Pharmaceuticals INC | 股票-医疗保健 | 2.60% | +0.16% | +11.21% | |
| 17 | PTCT | Ptc Therapeutics INC | 股票-医疗保健 | 2.14% | — | -4.07% | |
| 18 | NVAX | Novavax, Inc. | 股票-医疗保健 | 2.08% | -0.37% | +6.96% | |
| 19 | TTPHEUR | Tetraphase Pharmaceuticals I | 股票-其他 | 1.61% | — | +13.44% | |
| 20 | T8S | Tesaro INC | 股票-其他 | 1.46% | — | +21.29% | |
| 21 | CLVSEUR | Clovis Oncology INC | 股票-其他 | 1.37% | — | — | |
| 22 | ICPTUSD | Intercept Pharmaceuticals In | 股票-其他 | 1.30% | +0.10% | — | |
| 23 | ✓ | Cempra INC | 股票-其他 | 1.25% | — | +57.81% | |
| 24 | INFIQ | Infinity Pharmaceuticals INC | 股票-其他 | 1.09% | — | +12.93% | |
| 25 | IMGNEUR | Immunogen INC | 股票-其他 | 0.76% | — | -12.34% | |
| 26 | TBPH | Theravance Biopharma, Inc. | 股票-其他 | 0.39% | — | -20.29% | |
| 27 | ACHNEUR | Achillion Pharmaceuticals | 股票-其他 | 0.38% | — | +18.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NBIX | Neurocrine Biosciences INC | +1.6% | +3.73% | 加仓 |
| 2 | RDUSEUR | Radius Health INC | +1.1% | +35.25% | 加仓 |
| 3 | INCY | Incyte CORP | +0.8% | -6.42% | 减仓 |
| 4 | ✓ | Cempra INC | +0.7% | +57.81% | 加仓 |
| 5 | T8S | Tesaro INC | +0.6% | +21.29% | 加仓 |
| 6 | HALO | Halozyme Therapeutics INC | +0.6% | -5.89% | 减仓 |
| 7 | NVAX | Novavax, Inc. | +0.6% | +6.96% | 加仓 |
| 8 | ✓ | Receptos, INC. | +0.5% | -2.44% | 减仓 |
| 9 | PBYI | Puma Biotechnology INC | +0.5% | — | 不变 |
| 10 | MODV | ModivCare Inc. | +0.4% | -7.94% | 减仓 |
| 11 | CLVSEUR | Clovis Oncology INC | +0.3% | — | 不变 |
| 12 | ALNY | Alnylam Pharmaceuticals INC | +0.2% | +11.21% | 加仓 |
| 13 | IMGNEUR | Immunogen INC | +0.1% | -12.34% | 减仓 |
| 14 | PTCT | Ptc Therapeutics INC | +0.1% | -4.07% | 减仓 |
| 15 | REGN | Regeneron Pharmaceuticals | 0% | — | 不变 |
| 16 | ACHNEUR | Achillion Pharmaceuticals | -0.1% | +18.53% | 加仓 |
| 17 | TTPHEUR | Tetraphase Pharmaceuticals I | -0.1% | +13.44% | 加仓 |
| 18 | TBPH | Theravance Biopharma, Inc. | -0.1% | -20.29% | 减仓 |
| 19 | INFIQ | Infinity Pharmaceuticals INC | -0.2% | +12.93% | 加仓 |
| 20 | ✓ | Synageva Biopharma CORP | -0.4% | -9.29% | 减仓 |
| 21 | VRTX | Vertex Pharmaceuticals INC | -0.5% | -1.48% | 减仓 |
| 22 | ALXN | Alexion Pharmaceuticals INC | -0.6% | — | 不变 |
| 23 | GILD | Gilead Sciences INC | -0.6% | -2.72% | 减仓 |
| 24 | ✓ | Isis Pharmaceuticals INC | -1.1% | -4.13% | 减仓 |
| 25 | CELG | Celgene CORP | -1.3% | -4.31% | 减仓 |
| 26 | AGIO | Agios Pharmaceuticals INC | -1.6% | -0.80% | 减仓 |
| 27 | ✓ | Pharmacyclics INC | — | EXIT | 清仓 |
| 28 | ICPTUSD | Intercept Pharmaceuticals In | — | NEW | 新建仓 |
| 29 | ✓ | Cubist Pharmaceutic-cvr | — | EXIT | 清仓 |