13F HOLDINGS REPORT
Sofinnova Investments, Inc.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001104659-23-020042
Total Value
$1.69B
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Karuna Therapeutics Inc | 48576A100 | 2,072,441 | $407.2M | 24.17% |
| 2 | Natera Inc | NTRA | 3,100,560 | $124.5M | 7.39% |
| 3 | Aerovate Therapeutics Inc | 008064107 | 3,758,686 | $110.1M | 6.54% |
| 4 | Ascendis Pharma A/S | ASND | 880,800 | $107.6M | 6.38% |
| 5 | Sanofi SA | SNYNF | 1,965,475 | $95.2M | 5.65% |
| 6 | Cincor Pharma Inc | 17240Y109 | 6,073,949 | $74.6M | 4.43% |
| 7 | Merck & Co Inc | MRK | 603,356 | $66.9M | 3.97% |
| 8 | Vera Therapeutics Inc | VERA | 3,181,442 | $61.6M | 3.65% |
| 9 | Horizon Therapeutics PLC | G46188101 | 413,173 | $47.0M | 2.79% |
| 10 | Vertex Pharmaceuticals Inc | VRTX | 156,989 | $45.3M | 2.69% |
| 11 | AstraZeneca PLC | AZN | 613,673 | $41.6M | 2.47% |
| 12 | Biomarin Pharmaceutical Inc | BMRN | 394,643 | $40.8M | 2.42% |
| 13 | Reata Pharmaceuticals Inc | 75615P103 | 992,029 | $37.7M | 2.24% |
| 14 | Sarepta Therapeutics Inc | SRPT | 247,955 | $32.1M | 1.91% |
| 15 | CTI Biopharma Corp | 12648L601 | 4,606,527 | $27.7M | 1.64% |
| 16 | Inhibrx Inc | INBX | 1,110,183 | $27.4M | 1.62% |
| 17 | United Therapeutics Corp | UTHR | 89,207 | $24.8M | 1.47% |
| 18 | Alnylam Pharmaceuticals Inc | ALNY | 100,000 | $23.8M | 1.41% |
| 19 | Cytokinetics Inc | CYTK | 508,930 | $23.3M | 1.38% |
| 20 | Chinook Therapeutics Inc | 16961L106 | 806,459 | $21.1M | 1.25% |
| 21 | Zentalis Pharmaceuticals Inc | ZNTL | 1,004,045 | $20.2M | 1.20% |
| 22 | Prometheus Biosciences Inc | 74349U108 | 176,545 | $19.4M | 1.15% |
| 23 | Syndax Pharmaceuticals Inc | SNDX | 703,074 | $17.9M | 1.06% |
| 24 | Align Technology Inc | ALGN | 83,100 | $17.5M | 1.04% |
| 25 | Immatics NV | IMTX | 2,000,776 | $17.4M | 1.03% |
| 26 | Dexcom Inc | DXCM | 140,678 | $15.9M | 0.95% |
| 27 | Iveric Bio Inc | 46583P102 | 638,398 | $13.7M | 0.81% |
| 28 | Alnylam Pharmaceuticals Inc | ALNY | 56,448 | $13.4M | 0.80% |
| 29 | Travere Therapeutics Inc | TVTX | 578,268 | $12.2M | 0.72% |
| 30 | Y-mAbs Therapeutics Inc | 984241109 | 2,194,278 | $10.7M | 0.64% |
| 31 | IDEAYA Biosciences Inc | IDYA | 474,530 | $8.6M | 0.51% |
| 32 | ImmunoGen Inc | 45253H101 | 1,686,154 | $8.4M | 0.50% |
| 33 | Kura Oncology Inc | KURA | 593,561 | $7.4M | 0.44% |
| 34 | Agenus Inc | AGEN | 2,894,057 | $6.9M | 0.41% |
| 35 | Arcus Biosciences Inc | RCUS | 314,811 | $6.5M | 0.39% |
| 36 | Geron Corp | GERN | 2,369,100 | $5.7M | 0.34% |
| 37 | Fulcrum Therapeutics Inc | FULC | 631,411 | $4.6M | 0.27% |
| 38 | Galera Therapeutics Inc | GRTX | 3,083,712 | $4.6M | 0.27% |
| 39 | Cytokinetics Inc | CYTK | 100,000 | $4.6M | 0.27% |
| 40 | Inozyme Pharma Inc | 45790W108 | 3,655,308 | $3.8M | 0.23% |
| 41 | Nextcure Inc | NXTC | 2,671,856 | $3.8M | 0.22% |
| 42 | Nucana PLC | NCNA | 5,599,999 | $3.7M | 0.22% |
| 43 | Bolt Biotherapeutics Inc | BOLT | 2,754,437 | $3.6M | 0.21% |
| 44 | Geron Corp | GERN | 1,459,589 | $3.5M | 0.21% |
| 45 | CTI Biopharma Corp | 12648L601 | 410,000 | $2.5M | 0.15% |
| 46 | Agenus Inc | AGEN | 1,013,600 | $2.4M | 0.14% |
| 47 | PDS Biotechnology Corp | PDSB | 142,635 | $1.9M | 0.11% |
| 48 | Nucana PLC | NCNA | 2,400,000 | $1.6M | 0.09% |
| 49 | ObsEva SA | H5861P103 | 4,749,623 | $688,695 | 0.04% |
| 50 | Agenus Inc | AGEN | 253,400 | $608,160 | 0.04% |
| 51 | Synlogic Inc | SYBX | 574,972 | $436,979 | 0.03% |
| 52 | Fusion Pharmaceuticals Inc | 36118A100 | 117,099 | $368,862 | 0.02% |
| 53 | Karuna Therapeutics Inc | 48576A100 | 683 | $134,210 | 0.01% |