IGUANA HEALTHCARE MANAGEMENT, LLC Information

551 FIFTH AVENUE, NEW YORK, New York, 10176, (646) 564-2300

Report Date: 09/30/2016

Position Statistics

Total Positions 84
New Positions 17
Increased Positions 58
Decreased Positions 24
Positions with Activity 82
Sold Out Positions 19
Total Mkt Value (in $ millions) 468

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy
Basic Materials
Industrials
Consumer Cyclicals
Consumer Non-Cyclicals 0.84%
Financials
Healthcare 99.16%
Technology
Telecommunication Services
Utilities

84 Positions as of 09/30/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CLOVIS ONCOLOGY INC COM 36,049 31,058 622.22 650,000
ULTRAGENYX PHARMACEUTICAL INC COM 29,204 18,983 185.71 400,000
ALEXION PHARMACEUTICALS INC COM 20,540 13,693 200 150,000
ZIMMER BIOMET HLDGS INC COM 19,584 8,064 70 170,000
BIOGEN INC COM 18,509 12,102 188.89 65,000
CELGENE CORP COM 17,622 2,937 20 150,000
AMGEN INC COM 17,173 11,709 214.29 110,000
PFIZER INC COM 16,260 9,756 150 500,000
MEDICINES CO COM 15,248 12,961 566.67 400,000
NUVASIVE INC COM 14,070 7,035 100 200,000
AERIE PHARMACEUTICALS INC COM 14,025 7,650 120 330,000
EXELIXIS INC COM 12,957 6,479 100 700,000
ONCOMED PHARMACEUTICALS INC COM 11,658 6,575 129.36 1,450,000
SHIRE PLC SPONSORED ADR 11,064 851 8.33 65,000
GLOBAL BLOOD THERAPEUTICS INC COM 10,855 5,845 116.67 650,000
MAZOR ROBOTICS LTD SPONSORED ADS 9,640 4,820 100 400,000
GLAUKOS CORP COM 9,475 4,145 77.78 240,000
MERCK & CO INC COM 9,351 1,559 20 150,000
MERUS N V COM 9,280 4,640 100 400,000
DERMIRA INC COM 9,117 4,559 100 300,000