Asymmetry Capital Management, L.P. Buys Biomarin Pharmaceutical Inc, Insmed Inc, Global Blood Therapeutics Inc, Sells Aerie Pharmaceuticals Inc, Illumina Inc, Heron Therapeutics Inc

Investment company Asymmetry Capital Management, L.P. (Current Portfolio) buys Biomarin Pharmaceutical Inc, Insmed Inc, Global Blood Therapeutics Inc, Portola Pharmaceuticals Inc, Inogen Inc, sells Aerie Pharmaceuticals Inc, Illumina Inc, Heron Therapeutics Inc, Penumbra Inc, CVS Health Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Asymmetry Capital Management, L.P.. As of 2019Q2, Asymmetry Capital Management, L.P. owns 27 stocks with a total value of $176 million. These are the details of the buys and sells.

For the details of Asymmetry Capital Management, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/asymmetry+capital+management%2C+l.p./current-portfolio/portfolioportfolio

These are the top 5 holdings of Asymmetry Capital Management, L.P.
  1. Insmed Inc (INSM) - 730,440 shares, 10.61% of the total portfolio. Shares added by 371.60%
  2. Global Blood Therapeutics Inc (GBT) - 314,217 shares, 9.38% of the total portfolio. Shares added by 266.81%
  3. Biomarin Pharmaceutical Inc (BMRN) - 176,325 shares, 8.57% of the total portfolio. New Position
  4. Portola Pharmaceuticals Inc (PTLA) - 525,730 shares, 8.09% of the total portfolio. Shares added by 185.88%
  5. Inogen Inc (INGN) - 191,970 shares, 7.27% of the total portfolio. Shares added by 258.32%
New Purchase: Biomarin Pharmaceutical Inc (BMRN)

Asymmetry Capital Management, L.P. initiated holding in Biomarin Pharmaceutical Inc. The purchase prices were between $80.35 and $93.9, with an estimated average price of $85.56. The stock is now traded at around $76.69. The impact to a portfolio due to this purchase was 8.57%. The holding were 176,325 shares as of .

New Purchase: Jazz Pharmaceuticals PLC (JAZZ)

Asymmetry Capital Management, L.P. initiated holding in Jazz Pharmaceuticals PLC. The purchase prices were between $125.55 and $144.48, with an estimated average price of $134.33. The stock is now traded at around $136.68. The impact to a portfolio due to this purchase was 5.17%. The holding were 63,940 shares as of .

New Purchase: Anthem Inc (ANTM)

Asymmetry Capital Management, L.P. initiated holding in Anthem Inc. The purchase prices were between $236.25 and $293.76, with an estimated average price of $272.71. The stock is now traded at around $286.50. The impact to a portfolio due to this purchase was 2.65%. The holding were 16,581 shares as of .

New Purchase: CRISPR Therapeutics AG (CRSP)

Asymmetry Capital Management, L.P. initiated holding in CRISPR Therapeutics AG. The purchase prices were between $35.45 and $48.2, with an estimated average price of $39.86. The stock is now traded at around $48.00. The impact to a portfolio due to this purchase was 2.61%. The holding were 97,499 shares as of .

New Purchase: OPKO Health Inc (OPK)

Asymmetry Capital Management, L.P. initiated holding in OPKO Health Inc. The purchase prices were between $1.79 and $2.61, with an estimated average price of $2.18. The stock is now traded at around $1.95. The impact to a portfolio due to this purchase was 2.25%. The holding were 1,628,666 shares as of .

New Purchase: Sarepta Therapeutics Inc (SRPT)

Asymmetry Capital Management, L.P. initiated holding in Sarepta Therapeutics Inc. The purchase prices were between $112.21 and $151.95, with an estimated average price of $121.45. The stock is now traded at around $142.26. The impact to a portfolio due to this purchase was 0.95%. The holding were 11,050 shares as of .

Added: Insmed Inc (INSM)

Asymmetry Capital Management, L.P. added to a holding in Insmed Inc by 371.60%. The purchase prices were between $23 and $32.19, with an estimated average price of $27.86. The stock is now traded at around $17.10. The impact to a portfolio due to this purchase was 8.36%. The holding were 730,440 shares as of .

Added: Global Blood Therapeutics Inc (GBT)

Asymmetry Capital Management, L.P. added to a holding in Global Blood Therapeutics Inc by 266.81%. The purchase prices were between $52.6 and $63.29, with an estimated average price of $57.46. The stock is now traded at around $49.59. The impact to a portfolio due to this purchase was 6.82%. The holding were 314,217 shares as of .

Added: Portola Pharmaceuticals Inc (PTLA)

Asymmetry Capital Management, L.P. added to a holding in Portola Pharmaceuticals Inc by 185.88%. The purchase prices were between $25.64 and $37.67, with an estimated average price of $31.38. The stock is now traded at around $27.14. The impact to a portfolio due to this purchase was 5.26%. The holding were 525,730 shares as of .

Added: Inogen Inc (INGN)

Asymmetry Capital Management, L.P. added to a holding in Inogen Inc by 258.32%. The purchase prices were between $63.19 and $95.15, with an estimated average price of $76.02. The stock is now traded at around $42.32. The impact to a portfolio due to this purchase was 5.24%. The holding were 191,970 shares as of .

Added: PTC Therapeutics Inc (PTCT)

Asymmetry Capital Management, L.P. added to a holding in PTC Therapeutics Inc by 83.57%. The purchase prices were between $35.42 and $45, with an estimated average price of $39.44. The stock is now traded at around $46.32. The impact to a portfolio due to this purchase was 3.26%. The holding were 280,542 shares as of .

Added: Gilead Sciences Inc (GILD)

Asymmetry Capital Management, L.P. added to a holding in Gilead Sciences Inc by 112.20%. The purchase prices were between $61.87 and $69.38, with an estimated average price of $65.76. The stock is now traded at around $63.88. The impact to a portfolio due to this purchase was 3%. The holding were 148,281 shares as of .

Sold Out: Aerie Pharmaceuticals Inc (AERI)

Asymmetry Capital Management, L.P. sold out a holding in Aerie Pharmaceuticals Inc. The sale prices were between $28.97 and $48.21, with an estimated average price of $38.56.

Sold Out: Illumina Inc (ILMN)

Asymmetry Capital Management, L.P. sold out a holding in Illumina Inc. The sale prices were between $300.59 and $368.15, with an estimated average price of $324.32.

Sold Out: Heron Therapeutics Inc (HRTX)

Asymmetry Capital Management, L.P. sold out a holding in Heron Therapeutics Inc. The sale prices were between $16.93 and $26.22, with an estimated average price of $20.

Sold Out: Penumbra Inc (PEN)

Asymmetry Capital Management, L.P. sold out a holding in Penumbra Inc. The sale prices were between $124.65 and $167.39, with an estimated average price of $144.09.

Sold Out: CVS Health Corp (CVS)

Asymmetry Capital Management, L.P. sold out a holding in CVS Health Corp. The sale prices were between $52.13 and $57.33, with an estimated average price of $53.82.

Sold Out: Alkermes PLC (ALKS)

Asymmetry Capital Management, L.P. sold out a holding in Alkermes PLC. The sale prices were between $21.47 and $37.33, with an estimated average price of $27.46.



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