Asymmetry Capital Management as of Dec. 31, 2017
Portfolio Holdings for Asymmetry Capital Management
Asymmetry Capital Management holds 31 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ptc Therapeutics I (PTCT) | 12.5 | $9.2M | 552k | 16.68 | |
| Quest Diagnostics Incorporated (DGX) | 8.5 | $6.3M | 64k | 98.49 | |
| Jazz Pharmaceuticals (JAZZ) | 8.2 | $6.1M | 45k | 134.65 | |
| Optinose (OPTN) | 7.7 | $5.7M | 301k | 18.90 | |
| Insmed (INSM) | 6.7 | $4.9M | 158k | 31.18 | |
| Centene Corporation (CNC) | 6.3 | $4.6M | 46k | 100.89 | |
| UnitedHealth (UNH) | 6.1 | $4.5M | 20k | 220.43 | |
| Bio-Rad Laboratories (BIO) | 4.5 | $3.3M | 14k | 238.65 | |
| Amicus Therapeutics (FOLD) | 4.2 | $3.1M | 213k | 14.39 | |
| Aerie Pharmaceuticals | 3.3 | $2.4M | 40k | 59.76 | |
| Sarepta Therapeutics (SRPT) | 3.3 | $2.4M | 43k | 55.63 | |
| Invitae (NVTAQ) | 2.7 | $2.0M | 217k | 9.08 | |
| Neurocrine Biosciences (NBIX) | 2.6 | $1.9M | 25k | 77.60 | |
| Heron Therapeutics (HRTX) | 2.4 | $1.8M | 99k | 18.10 | |
| Natera (NTRA) | 2.4 | $1.8M | 200k | 8.99 | |
| Nevro (NVRO) | 2.2 | $1.6M | 24k | 69.04 | |
| Perrigo Company (PRGO) | 2.1 | $1.6M | 18k | 87.15 | |
| Teva Pharmaceutical Industries (TEVA) | 1.8 | $1.3M | 69k | 18.95 | |
| Tactile Systems Technology, In (TCMD) | 1.7 | $1.2M | 43k | 28.96 | |
| Synergy Pharmaceuticals | 1.4 | $1.1M | 478k | 2.23 | |
| Alder Biopharmaceuticals | 1.4 | $1.1M | 93k | 11.45 | |
| BioMarin Pharmaceutical (BMRN) | 1.3 | $957k | 11k | 89.16 | |
| Adamas Pharmaceuticals | 1.2 | $858k | 25k | 33.90 | |
| Array BioPharma | 1.1 | $846k | 66k | 12.80 | |
| DURECT Corporation | 1.1 | $808k | 878k | 0.92 | |
| Puma Biotechnology (PBYI) | 1.0 | $729k | 7.4k | 98.90 | |
| Syndax Pharmaceuticals (SNDX) | 0.7 | $539k | 62k | 8.76 | |
| Sienna Biopharmaceuticals (SNNAQ) | 0.7 | $484k | 27k | 18.13 | |
| Endocyte | 0.5 | $349k | 82k | 4.28 | |
| Kala Pharmaceuticals | 0.3 | $250k | 14k | 18.51 | |
| Proteon Therapeutics | 0.0 | $18k | 9.4k | 1.91 |
