IGUANA HEALTHCARE MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 62
New Positions 13
Increased Positions 25
Decreased Positions 34
Positions with Activity 59
Sold Out Positions 14
Total Mkt Value (in $ millions) 193

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 4.55%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare 74.33%
Services
Technology
Transportation
Utilities

62 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BIOGEN IDEC INC COM 15,210 1,611 11.84 42,500
AMGEN INC COM 12,950 -159 (1.21) 81,500
GILEAD SCIENCES INC COM 12,341 4,464 56.67 117,500
MEDTRONIC PLC SHS 10,348 -1,129 (9.84) 137,500
CELGENE CORP COM 9,177 -3,671 (28.57) 75,000
ABBVIE INC COM 7,888 2,524 47.06 125,000
ISIS PHARMACEUTICALS INC COM 6,154 -3,620 (37.04) 85,000
ESPERION THERAPEUTICS INC NEW COM 5,890 New 125,000
RECEPTOS INC COM 5,835 5,835 New 50,000
ZIMMER HLDGS INC COM 5,812 5,812 New 50,000
AERIE PHARMACEUTICALS INC COM 5,624 1,311 30.41 190,000
AUSPEX PHARMACEUTICALS INC COM 5,466 5,466 New 90,000
SUPERNUS PHARMACEUTICALS INC COM 5,178 1,942 60 600,000
MERCK & CO INC NEW COM 5,005 -4,223 (45.76) 80,000
MYLAN INC COM 4,504 -1,407 (23.81) 80,000
TORNIER N V SHS 4,288 1,225 40 175,000
ALKERMES PLC SHS 4,233 -1,764 (29.41) 60,000
DEXCOM INC COM 4,051 4,051 New 65,000
LA JOLLA PHARMACEUTICAL CO COM PAR $.0001 2 3,994 1,775 80 180,000
SPECTRANETICS CORP COM 3,982 -346 (8) 115,000