Avoro Capital is biotech specialist fund that holds 41 public positions worth about $6.9 bil,
Top 10 holdings are 73% of the portfolio: $APLS, $HZNP, $UTHR, $SRPT, $ARGX, $MDGL, $BMRN, $FOLD, $SGEN, $SGEN, $ASND,
Here’s a snapshot of the rest of the portfolio…(1/X) 🧵👇
$XBI