Seeking Alpha

New positions from top healthcare stockpickers

  • Instead of just searching for top performers while combing through fund management filings, Filings Analysis narrows the screen to top performing healthcare managers - those shown to have made the right picks in that sector over time even if position sizing or choices outside of healthcare fared poorly. Four managers made the cut: Palo Alto Investors, Perceptive Advisors, Perkins Capital Management, and Michael Murphy.
  • New holdings for Palo Alto were Ariad ARIA and NPS Pharmaceuticals NPSP, while the firm added to holdings in Clovis (CLVS +2.4%) and Hyperion Therapeutics (HPTX -2.1%).
  • Perceptive initiated a number of new positions, but none were large. The top two: Macrogenics (MGNX +1.3%) and Abbvie (ABBV -0.5%).
  • Perkins also added a number of new names: Conmed (CNMD +0.8%), Combimatrix (CMBX), Iridex (IRIX -2.8%), and Cardiome Pharm (CRME +0.4%).
  • Michael Murphy had no new healthcare positions.
Comments (1)
  • $MCUJF Takeover speculation Medicure. Cardiome $30 million cash. Medicure very good chance. In 6 months Medicure share $ 5 or tender offer.
    20 Feb, 09:36 AM Reply Like
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