» Holdings: 87
» Holdings in Top 20: 86.71%
» Qtr over Qtr Change**: -9.29%
Top Holdings:
$Incyte (INCY.US)$
$BeiGene (BGNE.US)$
$ACADIA Pharmaceuticals (ACAD.US)$
$Madrigal Pharmaceuticals (MDGL.US)$
$Rhythm Pharmaceuticals (RYTM.US)$
$Revolution Medicines (RVMD.US)$
$Kymera Therapeutics (KYMR.US)$
$AbCellera Biologics (ABCL.US)$
$Bicycle Therapeutics (BCYC.US)$
$Edgewise Therapeutics (EWTX.US)$
$Immunocore (IMCR.US)$
$Kodiak Sciences (KOD.US)$
$Roivant Sciences (ROIV.US)$
...

$United Therapeutics (UTHR.US)$  Phase 3
$Ironwood Pharmaceuticals (IRWD.US)$  Phase 3
$Liquidia (LQDA.US)$  Phase 3
$United Therapeutics (UTHR.US)$  Phase 3
$MorphoSys (MOR.US)$  Phase 3
$Immunocore (IMCR.US)$  Phase 3
$Crinetics (CRNX.US)$  Phase 3
$UroGen Pharma Ltd (URGN.US)$  Phase 3
$AstraZeneca (AZN.US)$  Phase 3
$AstraZeneca (AZN.US)$  Phase 3
$AstraZeneca (AZN.US)$  Phase 3
$AstraZeneca (AZN.US)$  Phase 3
$Capricor Therapeutics (CAPR.US)$  Phase 3
$Annexon (ANNX.US)$  Phase 3
$Lipocine (LPCN.US)$  Phase 3...

Gainers:
In reaction to earnings/guidance:
• $The ODP (ODP.US)$ +8.03% (The ODP Corporation gains on guiding Q2 and FY22 earnings above the consensus; to buyback shares of $600M)
• $Synchrony Financial (SYF.US)$ +4.2%(The financial services company posted adjusted earnings per share of $1.60 for the June ended quarter, beating analysts' estimates of $1.41 per share, according to FactSet.)
• $Goldman Sachs (GS.US)$ +4.2% (Goldman Sachs beats...

$Immunocore (IMCR.US)$ On September 22, Immunocore Announced that data from a Phase 3 clinical trial of tebentafusp, a novel T cell receptor bi-specific immunotherapy for the first-line treatment of metastatic uveal melanoma, were published in the New England Journal of Medicine. The results showed that tebentafusp significantly prolonged the overall survival of patients compared with the active control group. Tebentafusp is the first systemic TCR therapy to extend life in these patients and has the potential to be a new treatment option for this poorly prognostic disease, the paper notes.