Presented by Biovays…

Yesterday, we wrote about Margaret Hamburg, the new FDA Chief, and how her husband, Peter Fitzhugh Brown, is a top guy at mega hedge fund Renaissance Technologies (RT) founded by James Simons.

We received a few emails asking us to write about which drug/biotech/pharma companies were in RT’s basket this year, so we did some digging.

These guys are big players, obviously, and trade shares/companies like my kids traded Pokemon cards (back when).

Anyway, this link takes a LONG TIME to load because there is just so much info (it might crash your browser if your bw is too low). The list of biotech companies is exhaustive, but here’s a sampling of what was in, and out, of RT’s portfolio as of March 31, 2009 (unless otherwise specified)…

• Acorda Therapeutics (ACOR) – Sold all holdings YTD, 117,100 shares

• Biogen Idec (BIIB) – 229,400 shares

• Oscient Pharmaceuticals (OSCI) – 975,276 shares

• Depomed (DEPO) – 1,402,421 shares

• Alkermes (ALKS) – 110,700 shares

• Cell Therapeutics (CTIC) – 2,826,930 shares bought YTD (first time holding)

• Pfizer (PFE) – 2,150,600 shares

• Amgen (AMGN) – 2,605,400 shares

• Amicus Therapeutics (FOLD) – 20,000 shares

• Amylin Pharmaceuticals (AMLN) – 380,500 shares (new holding since 2008)

OK, that’s enough…phew! Also, do the Hamburg’s have to get away from these stocks too or are all of these based off mathematical trades that don’t involve RT decision making?

Thoughts?

Anonymous Tip? Comments? Contact us at: hr@iguanabio.com

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