Sofinnova Investments as of Dec. 31, 2022
Portfolio Holdings for Sofinnova Investments
Sofinnova Investments holds 46 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Karuna Therapeutics Ord | 24.2 | $407M | 2.1M | 196.50 | |
| Natera (NTRA) | 7.4 | $125M | 3.1M | 40.17 | |
| Aerovate Therapeutics (AVTE) | 6.5 | $110M | 3.8M | 29.30 | |
| Ascendis Pharma A/S Sponsored Adr (ASND) | 6.4 | $108M | 881k | 122.13 | |
| Sanofi SA Sponsored Adr (SNY) | 5.6 | $95M | 2.0M | 48.43 | |
| Cincor Pharma | 4.4 | $75M | 6.1M | 12.29 | |
| Merck & Co (MRK) | 4.0 | $67M | 603k | 110.95 | |
| Vera Therapeutics Cl A (VERA) | 3.7 | $62M | 3.2M | 19.35 | |
| Horizon Therapeutics SHS | 2.8 | $47M | 413k | 113.80 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.7 | $45M | 157k | 288.78 | |
| AstraZeneca Sponsored Adr (AZN) | 2.5 | $42M | 614k | 67.80 | |
| BioMarin Pharmaceutical (BMRN) | 2.4 | $41M | 395k | 103.49 | |
| Reata Pharmaceuticals Cl A | 2.2 | $38M | 992k | 37.99 | |
| Alnylam Pharmaceuticals Call Option (ALNY) | 2.2 | $37M | 156k | 237.65 | |
| Sarepta Therapeutics (SRPT) | 1.9 | $32M | 248k | 129.58 | |
| Cti Biopharma | 1.8 | $30M | 5.0M | 6.01 | |
| Cytokinetics Call Option (CYTK) | 1.7 | $28M | 609k | 45.82 | |
| Inhibrx (INBX) | 1.6 | $27M | 1.1M | 24.64 | |
| United Therapeutics Corporation (UTHR) | 1.5 | $25M | 89k | 278.09 | |
| Chinook Therapeutics | 1.3 | $21M | 807k | 26.20 | |
| Zentalis Pharmaceuticals (ZNTL) | 1.2 | $20M | 1.0M | 20.14 | |
| Prometheus Biosciences | 1.2 | $19M | 177k | 110.00 | |
| Syndax Pharmaceuticals (SNDX) | 1.1 | $18M | 703k | 25.45 | |
| Align Technology (ALGN) | 1.0 | $18M | 83k | 210.90 | |
| Immatics NV SHS (IMTX) | 1.0 | $17M | 2.0M | 8.71 | |
| Dex (DXCM) | 0.9 | $16M | 141k | 113.24 | |
| Iveric Bio | 0.8 | $14M | 638k | 21.41 | |
| Travere Therapeutics (TVTX) | 0.7 | $12M | 578k | 21.03 | |
| Y Mabs Therapeutics (YMAB) | 0.6 | $11M | 2.2M | 4.88 | |
| Agenus Call Option (AGEN) | 0.6 | $10M | 4.2M | 2.40 | |
| Geron Corporation (GERN) | 0.5 | $9.3M | 3.8M | 2.42 | |
| Ideaya Biosciences (IDYA) | 0.5 | $8.6M | 475k | 18.17 | |
| ImmunoGen | 0.5 | $8.4M | 1.7M | 4.96 | |
| Kura Oncology (KURA) | 0.4 | $7.4M | 594k | 12.41 | |
| Arcus Biosciences Incorporated (RCUS) | 0.4 | $6.5M | 315k | 20.68 | |
| Fulcrum Therapeutics (FULC) | 0.3 | $4.6M | 631k | 7.28 | |
| Galera Therapeutics (GRTX) | 0.3 | $4.6M | 3.1M | 1.49 | |
| Inozyme Pharma (INZY) | 0.2 | $3.8M | 3.7M | 1.05 | |
| Nextcure (NXTC) | 0.2 | $3.8M | 2.7M | 1.41 | |
| Nucana Sponsored Adr (NCNA) | 0.2 | $3.7M | 5.6M | 0.66 | |
| Bolt Biotherapeutics (BOLT) | 0.2 | $3.6M | 2.8M | 1.30 | |
| Pds Biotechnology Ord (PDSB) | 0.1 | $1.9M | 143k | 13.20 | |
| Nucana Common Shares | 0.1 | $1.6M | 2.4M | 0.66 | |
| Obseva Sa | 0.0 | $689k | 4.7M | 0.14 | |
| Synlogic | 0.0 | $437k | 575k | 0.76 | |
| Fusion Pharmaceuticals (FUSN) | 0.0 | $369k | 117k | 3.15 |
