Dark
Light
System
Institutional Investment Manager
Iguana Healthcare Management, LLC
Iguana Healthcare Management, LLC (CIK: 0001597549) incorporated in Delaware, located at 551 Fifth Avenue, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q3)
Portfolio Summary: 71 holdings with a total value of $254,268,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ANTHEM INC 100,000 14,000,000 5.51%
2 DEXCOM INC 15,000 12,879,000 5.07% Call
3 PFIZER INC 400,000 12,564,000 4.94% Call
4 VALEANT PHARMACEUTICALS INTL 65,000 11,595,000 4.56%
5 ULTRAGENYX PHARMACEUTICAL INC COM 110,000 10,594,000 4.17%
6 GILEAD SCIENCES INC 100,000 9,819,000 3.86%
7 CELGENE CORP 90,000 9,735,000 3.83%
8 PFIZER INC 300,000 9,423,000 3.71%
9 AMGEN INC 65,000 8,991,000 3.54%
10 BIOGEN INC 30,000 8,754,000 3.44%
11 EDWARDS LIFESCIENCES CORP 60,000 8,530,000 3.35%
12 EXPRESS SCRIPTS HLDG CO 75,000 6,072,000 2.39%
13 TEVA PHARMACEUTICAL INDS LTD 100,000 5,646,000 2.22%
14 MCKESSON CORP 30,000 5,551,000 2.18%
15 AETNA INC NEW 50,000 5,471,000 2.15%
16 CIGNA CORPORATION 40,000 5,401,000 2.12%
17 NOVADAQ TECHNOLOGIES INC 500,000 5,215,000 2.05%
18 MEDTRONIC PLC 75,000 5,021,000 1.97%
19 ENDO INTL 70,000 4,850,000 1.91%
20 MYLAN N V 110,000 4,429,000 1.74%
21 HORIZON PHARMA PLC 200,000 3,964,000 1.56%
22 MERCK & CO 75,000 3,704,000 1.46% Call
23 GW PHARMACEUTICALS PLC 40,000 3,655,000 1.44%
24 LA JOLLA PHARMACEUTICAL CO 125,000 3,474,000 1.37%
25 ABBVIE INC 60,000 3,264,000 1.28% Call
26 ALLSCRIPTS HEALTHCARE 260,000 3,224,000 1.27%
27 VCA INCORPORATED 60,000 3,159,000 1.24%
28 WRIGHT MEDICAL GROUP N.V. 150,000 3,059,000 1.20%
29 MEDIVATION INC 70,000 2,975,000 1.17%
30 GLOBAL BLOOD THERAPEUTICS IN COM 65,000 2,740,000 1.08%
31 ACCELERON PHARMA 110,000 2,739,000 1.08%
32 IMPAX LABORATORIES INC 75,000 2,641,000 1.04%
33 ACCELERATE DIAGNOSTICS INC 150,000 2,427,000 0.95%
34 NUVASIVE INC COM 50,000 2,411,000 0.95%
35 WRIGHT MEDICAL GROUP NV 100,000 2,102,000 0.83%
36 SPARK THERAPEUTICS INC 50,000 2,087,000 0.82% Put
37 ONCOMED PHARMACEUTICALS INC 125,000 2,074,000 0.82%
38 SUPERNUS PHARMACEUTICALS INC COM 135,000 1,894,000 0.74%
39 ENDOLOGIX INC 150,000 1,839,000 0.72%
40 HEALTHWAYS INC 160,000 1,779,000 0.70%
41 DERMIRA INC 75,000 1,751,000 0.69%
42 SAGE THERAPEUTICS 40,000 1,693,000 0.67%
43 VANDA PHARMACEUTICALS INC COM 150,000 1,692,000 0.67%
44 APPLIED GENETIC TECHNOL CORP 125,000 1,643,000 0.65%
45 PTC THERAPEUTICS INC 60,000 1,602,000 0.63% Call
46 ARIAD PHARMACEUTICALS INC 250,000 1,460,000 0.57% Call
47 ASSEMBLY BIOSCIENCES INC 150,000 1,434,000 0.56%
48 EPIZYME INC COM 110,000 1,415,000 0.56%
49 BROOKDALE SR LIVING INC 60,000 1,378,000 0.54%
50 CONATUS PHARMACEUTICALS INC COM 300,000 1,335,000 0.53%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001597549-15-000013, filed 2015.11.16).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.