发布于: 修改于: 雪球转发：1回复：3喜欢：3

Ecor1 1Q20 13F BUYS:

$FATE +1,890,521 (+418%, #5 holding)

$ANAB +1,069,914 (+54%)

$MORF +668,296 (+31%)

$MRTX +292,849 (+450%)

NEW:

$PBYI +2,536,156 (2.23% of book)

$SGMO +2,308,079 (1.53%)

$FOLD +1,249,611 (1.20%)

$IONS +208,609 (1.03%)

$VIR +270,418 (0.97%)

Top 3 Holdings:

$Prothena(PRTA)$ 10.5%

$Xencor(XNCR)$ 7.8%

$Arvinas(ARVN)$ 6.4%

全部讨论

杰森Lu2020-06-10 06:29

$Fate Therapeutics(FATE)$ Ecor1 牛

Spica2020-06-02 10:22

居然清仓了$IOVA，AACR的数据还可以啊。还减持了 @FGEN ~

杰森Lu2020-05-16 10:10

Ecor1 1Q20 13F 减仓: $DRNA (-7%) $KURA (-17%) $FGEN (-40%) $ACAD (-35%) $RCUS (-59%) $PIRS (-89%)

清仓: $IOVA -213,647 (Was 0.53%) $ARGX -202,117 (2.92%) $HARP -908,547 (1.21%) $SAGE -173,364 (1.13%)