Ayer Capital Management as of Dec. 31, 2010
Portfolio Holdings for Ayer Capital Management
Ayer Capital Management holds 26 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ArthroCare Corporation | 9.1 | $9.0M | 290k | 31.06 | |
| McKesson Corporation (MCK) | 8.8 | $8.7M | 124k | 70.38 | |
| BioSpecifics Technologies | 7.7 | $7.6M | 299k | 25.60 | |
| Medco Health Solutions | 7.5 | $7.4M | 122k | 61.27 | |
| Express Scripts | 6.8 | $6.7M | 124k | 54.05 | |
| Ardea Biosciences | 6.1 | $6.0M | 231k | 26.00 | |
| Dendreon Corporation | 5.7 | $5.6M | 162k | 34.92 | |
| Pfizer (PFE) | 5.7 | $5.6M | 321k | 17.51 | |
| Raptor Pharmaceutical | 5.2 | $5.1M | 1.4M | 3.64 | |
| InterMune | 4.9 | $4.9M | 134k | 36.40 | |
| WellPoint | 3.4 | $3.3M | 59k | 56.86 | |
| Intermune | 3.2 | $3.1M | 1.8k | 1759.82 | |
| Alimera Sciences | 3.0 | $3.0M | 288k | 10.38 | |
| CIGNA Corporation | 3.0 | $2.9M | 80k | 36.66 | |
| Uroplasty | 2.6 | $2.6M | 651k | 4.03 | |
| Oncothyreon | 2.4 | $2.4M | 728k | 3.26 | |
| Cerus Corporation (CERS) | 2.3 | $2.3M | 922k | 2.46 | |
| NPS Pharmaceuticals | 2.1 | $2.1M | 265k | 7.90 | |
| AmerisourceBergen (COR) | 1.9 | $1.9M | 56k | 34.12 | |
| WorldHeart Corporation (WHRT) | 1.8 | $1.8M | 798k | 2.25 | |
| Ym Biosciences | 1.8 | $1.8M | 770k | 2.33 | |
| Curis | 1.3 | $1.3M | 650k | 1.98 | |
| DUSA Pharmaceuticals | 1.3 | $1.3M | 514k | 2.45 | |
| Trius Therapeutics | 1.2 | $1.2M | 321k | 3.71 | |
| ShangPharma | 1.1 | $1.1M | 96k | 11.50 | |
| ARYx Therapeutics (ARYX) | 0.1 | $73k | 271k | 0.27 |
