IGUANA HEALTHCARE MANAGEMENT, LLC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 80
New Positions 20
Increased Positions 43
Decreased Positions 32
Positions with Activity 75
Sold Out Positions 21
Total Mkt Value (in $ millions) 219

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 2.47%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 11.22%
Healthcare 64.86%
Services 2.05%
Technology 2.71%
Transportation
Utilities

80 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CELGENE CORP COM 21,606 11,883 122.22 200,000
CIGNA CORPORATION COM 18,892 13,294 237.50 135,000
AMGEN INC COM 16,056 5,620 53.85 100,000
BAXTER INTL INC COM 14,385 14,385 New 325,000
MYLAN N V SHS EURO 9,585 4,899 104.55 225,000
GILEAD SCIENCES INC COM 8,730 -970 (10) 90,000
TEVA PHARMACEUTICAL INDS LTD ADR 8,249 2,750 50 150,000
ULTRAGENYX PHARMACEUTICAL INC COM 7,820 340 4.55 115,000
AETNA INC NEW COM 5,732 New 50,000
BIOGEN INC COM 5,622 -2,811 (33.33) 20,000
MERCK & CO INC NEW COM 5,574 5,574 New 100,000
ONCOMED PHARMACEUTICALS INC COM 5,428 3,732 220 400,000
GW PHARMACEUTICALS PLC ADS 5,001 1,705 51.72 60,687
ACCELERON PHARMA INC COM 4,517 1,204 36.36 150,000
EXPRESS SCRIPTS HLDG CO COM 4,496 -1,124 (20) 60,000
ALLSCRIPTS HEALTHCARE SOLUTNS COM 3,732 204 5.77 275,000
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 3,337 2,629 370.88 353,161
CYTOKINETICS INC COM NEW 2,891 2,891 New 350,000
ENVISION HEALTHCARE HLDGS INC COM 2,851 2,851 New 125,000
MEDIVATION INC COM 2,809 -1,123 (28.57) 50,000