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Asymmetry Capital Management, L.P. Buys Insmed Inc, Ionis Pharmaceuticals Inc, HMS Holdings ...


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Asymmetry Capital Management, L.P.
  • New Purchases: INSM , IONS , HMSY , NVTA, NITE, JUNO, TVTY, HRTX, REGN, SNNA,
  • Added Positions:NTRA, JAZZ, CNC, NBIX, DGX, TCMD,
  • Reduced Positions:MDT, NVRO, PTCT, FOLD, SRPT, CLVS, ALDR, INGN, ACHC, SGYP,
  • Sold Out:GILD, ICPT, GSK, ALXN, IRWD, ATRS, OXFD,

For the details of Asymmetry Capital Management, L.P.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Asymmetry+Capital+Management%2C+L.P.

These are the top 5 holdings of Asymmetry Capital Management, L.P.

  1. PTC Therapeutics Inc ( PTCT ) - 355,456 shares, 8.25% of the total portfolio. Shares reduced by 32.69%
  2. Centene Corp ( CNC ) - 69,834 shares, 7.84% of the total portfolio. Shares added by 25.03%
  3. Insmed Inc ( INSM ) - 213,376 shares, 7.72% of the total portfolio. New Position
  4. Jazz Pharmaceuticals PLC ( JAZZ ) - 42,092 shares, 7.14% of the total portfolio. Shares added by 34.31%
  5. UnitedHealth Group Inc ( UNH ) - 25,062 shares, 5.69% of the total portfolio. Shares reduced by 3.3%


New Purchase: Insmed Inc ( INSM )

Asymmetry Capital Management, L.P. initiated holdings in Insmed Inc. The purchase prices were between $11.61 and $31.14, with an estimated average price of $18.83. The stock is now traded at around $27.92. The impact to the portfolio due to this purchase was 7.72%. The holdings were 213,376 shares as of 2017-09-30.

New Purchase: Ionis Pharmaceuticals Inc (IONS)

Asymmetry Capital Management, L.P. initiated holdings in Ionis Pharmaceuticals Inc. The purchase prices were between $45.56 and $59.57, with an estimated average price of $52.41. The stock is now traded at around $51.82. The impact to the portfolio due to this purchase was 3.29%. The holdings were 55,965 shares as of 2017-09-30.

New Purchase: HMS Holdings Corp (HMSY)

Asymmetry Capital Management, L.P. initiated holdings in HMS Holdings Corp. The purchase prices were between $17.36 and $20.15, with an estimated average price of $18.57. The stock is now traded at around $18.88. The impact to the portfolio due to this purchase was 3.27%. The holdings were 141,906 shares as of 2017-09-30.

New Purchase: Invitae Corp (NVTA)

Asymmetry Capital Management, L.P. initiated holdings in Invitae Corp. The purchase prices were between $8.89 and $10.4, with an estimated average price of $9.5. The stock is now traded at around $8.43. The impact to the portfolio due to this purchase was 3.19%. The holdings were 293,819 shares as of 2017-09-30.

New Purchase: Nightstar Therapeutics Ltd (NITE)

Asymmetry Capital Management, L.P. initiated holdings in Nightstar Therapeutics Ltd. The purchase prices were between $24 and $24, with an estimated average price of $24. The stock is now traded at around $23.00. The impact to the portfolio due to this purchase was 2.89%. The holdings were 130,007 shares as of 2017-09-30.

New Purchase: Juno Therapeutics Inc (JUNO)

Asymmetry Capital Management, L.P. initiated holdings in Juno Therapeutics Inc. The purchase prices were between $26.83 and $45.32, with an estimated average price of $33.84. The stock is now traded at around $59.91. The impact to the portfolio due to this purchase was 1.6%. The holdings were 30,760 shares as of 2017-09-30.

Added: Natera Inc (NTRA)

Asymmetry Capital Management, L.P. added to the holdings in Natera Inc by 271.59%. The purchase prices were between $8.02 and $13.33, with an estimated average price of $11.06. The stock is now traded at around $10.85. The impact to the portfolio due to this purchase was 2.59%. The holdings were 237,118 shares as of 2017-09-30.

Added: Jazz Pharmaceuticals PLC ( JAZZ )

Asymmetry Capital Management, L.P. added to the holdings in Jazz Pharmaceuticals PLC by 34.31%. The purchase prices were between $142.62 and $161.52, with an estimated average price of $151.4. The stock is now traded at around $136.94. The impact to the portfolio due to this purchase was 1.82%. The holdings were 42,092 shares as of 2017-09-30.

Added: Centene Corp ( CNC )

Asymmetry Capital Management, L.P. added to the holdings in Centene Corp by 25.03%. The purchase prices were between $79.42 and $98.16, with an estimated average price of $85.83. The stock is now traded at around $95.81. The impact to the portfolio due to this purchase was 1.57%. The holdings were 69,834 shares as of 2017-09-30.

Added: Neurocrine Biosciences Inc (NBIX)

Asymmetry Capital Management, L.P. added to the holdings in Neurocrine Biosciences Inc by 51.33%. The purchase prices were between $45.29 and $59.4, with an estimated average price of $52.54. The stock is now traded at around $72.78. The impact to the portfolio due to this purchase was 1.24%. The holdings were 51,497 shares as of 2017-09-30.

Added: Quest Diagnostics Inc (DGX)

Asymmetry Capital Management, L.P. added to the holdings in Quest Diagnostics Inc by 24.28%. The purchase prices were between $91.96 and $110.79, with an estimated average price of $106.26. The stock is now traded at around $93.75. The impact to the portfolio due to this purchase was 0.81%. The holdings were 38,220 shares as of 2017-09-30.

Added: Tactile Systems Technology Inc (TCMD)

Asymmetry Capital Management, L.P. added to the holdings in Tactile Systems Technology Inc by 36.20%. The purchase prices were between $27.52 and $36.79, with an estimated average price of $31.61. The stock is now traded at around $27.01. The impact to the portfolio due to this purchase was 0.79%. The holdings were 82,976 shares as of 2017-09-30.

Sold Out: Gilead Sciences Inc (GILD)

Asymmetry Capital Management, L.P. sold out the holdings in Gilead Sciences Inc. The sale prices were between $69.25 and $85.47, with an estimated average price of $76.3.

Sold Out: Intercept Pharmaceuticals Inc (ICPT)

Asymmetry Capital Management, L.P. sold out the holdings in Intercept Pharmaceuticals Inc. The sale prices were between $57.01 and $135.03, with an estimated average price of $108.73.

Sold Out: GlaxoSmithKline PLC (GSK)

Asymmetry Capital Management, L.P. sold out the holdings in GlaxoSmithKline PLC. The sale prices were between $38.68 and $42.77, with an estimated average price of $40.62.

Sold Out: Alexion Pharmaceuticals Inc (ALXN)

Asymmetry Capital Management, L.P. sold out the holdings in Alexion Pharmaceuticals Inc. The sale prices were between $121.08 and $146.69, with an estimated average price of $135.76.

Sold Out: Ironwood Pharmaceuticals Inc (IRWD)

Asymmetry Capital Management, L.P. sold out the holdings in Ironwood Pharmaceuticals Inc. The sale prices were between $14.41 and $19.43, with an estimated average price of $16.48.

Sold Out: Antares Pharma Inc (ATRS)

Asymmetry Capital Management, L.P. sold out the holdings in Antares Pharma Inc. The sale prices were between $2.87 and $3.29, with an estimated average price of $3.09.



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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.



This article appears in: Investing , Stocks
Referenced Symbols: PTCT , CNC , INSM , JAZZ , UNH



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