Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| IRONWOOD PHARMACEUTICALS INC | 16,390,000 | 16,390,000 | 0 | 157,836 | 187,502 | 28.90% | +29,666 |
| INNOVIVA INC(INVA) | 7,277,000 | 7,277,000 | 0 | 94,528 | 116,723 | 17.99% | +22,195 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 366,000 | 470,000 | +104,000 | 41,175 | 61,927 | 9.54% | +20,752 |
| GILEAD SCIENCES INC(GILD) | 920,400 | 1,075,400 | +155,000 | 68,975 | 87,118 | 13.43% | +18,143 |
| AMARIN CORP PLC | 10,442,453 | 24,850,623 | +14,408,170 | 9,607 | 21,620 | 3.33% | +12,013 |
| BIOGEN INC(BIIB) | 643,000 | 643,000 | 0 | 165,257 | 166,389 | 25.64% | +1,132 |
| BIOCRYST PHARMACEUTICALS INC(BCRX) | 775,000 | 1,000,000 | +225,000 | 5,487 | 5,990 | 0.92% | +503 |
| VOR BIOPHARMA INC(VOR) | 618,000 | 618,000 | 0 | 1,310 | 1,391 | 0.21% | +80 |
| REGULUS THERAPEUTICS INC | 185,183 | 185,183 | 0 | 254 | 237 | 0.04% | -17 |
| MERSANA THERAPEUTICS INC | 550,000 | 0 | -550,000 | 699 | 0 | — | -698 |
| ALKERMES PLC(ALKS) | 7,042,200 | 0 | -7,042,200 | 197,252 | 0 | — | -197,252 |