0001496201-24-000010.txt : 20240814 0001496201-24-000010.hdr.sgml : 20240814 20240814153611 ACCESSION NUMBER: 0001496201-24-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SPHERA FUNDS MANAGEMENT LTD. CENTRAL INDEX KEY: 0001496201 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: L3 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15863 FILM NUMBER: 241206962 BUSINESS ADDRESS: STREET 1: 4 ITZHAK SADE BUILDING A STREET 2: 29TH FLOOR CITY: TEL AVIV STATE: L3 ZIP: 6777520 BUSINESS PHONE: 972-3-6845535 MAIL ADDRESS: STREET 1: 4 ITZHAK SADE BUILDING A STREET 2: 29TH FLOOR CITY: TEL AVIV STATE: L3 ZIP: 6777520 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001496201 XXXXXXXX 06-30-2024 06-30-2024 SPHERA FUNDS MANAGEMENT LTD.
4 ITZHAK SADE BUILDING A 29TH FLOOR TEL AVIV L3 6777520
13F HOLDINGS REPORT 028-15863 000312614 802-120694 Y Investment discretion with regard to a portion of the securities reported herein exercised by Sphera Portfolio Management Ltd, which is wholly owned by Sphera Funds Management Ltd. Per guidance received from the Division of Investment Management, since Sphera Portfolio Management Ltd does not meet the Section 13(f) securities threshold, its holdings are aggregated with those reported for Sphera Funds Management Ltd. Investment discretion with regard to a portion of the securities reported herein is exercised by Sphera Global Healthcare Management L.P. (the "Management Company"). The Management Company is managed, controlled, and operated by its general partner, Sphera Global Healthcare GP Ltd. (the "General Partner"), the shares of which are owned 90% by Sphera Funds Management Ltd. ("SFML"). SFML is entitled to appoint the members of the board of directors of the General Partner (the "Board of Directors"), and therefore may be deemed to control the General Partner and Management Company. This Form 13F shall not be construed as an admission by SFML, Sphera Portfolio Management, the General Partner, or the Management Company that it is the beneficial owner of any of the securities covered by this Form 13F, and each of SFML, Sphera Portfolio Management, the General Partner, and the Management Company disclaim beneficial ownership of any such securities. Per informal guidance received from the Division of Investment Management, section 13(f) securities that are dual listed on a U.S. stock exchange and the Tel Aviv Stock Exchange were included in this Form 13F only if they were purchased in the U.S..
Oshrat Levi Chief Financial Officer 972 3 6845617 Oshrat Levi Tel Aviv L3 08-14-2024 2 119 733237722 false 1 0001599854 028-15865 000172608 802-127045 Sphera Global Healthcare Management LP 2 028-15864 Sphera Global Healthcare GP Ltd.
INFORMATION TABLE 2 sphera13f.xml 4D MOLECULAR THERAPEUTICS IN COM 35104E100 5090621 242526 SH DFND 1,2 242526 0 0 89BIO INC COM 282559103 4217641 526547 SH DFND 1,2 526547 0 0 ABBVIE INC COM 00287Y109 6517760 38000 SH DFND 1,2 38000 0 0 ACADIA PHARMACEUTICALS INC COM 004225108 5322509 327539 SH DFND 1,2 327539 0 0 ADC THERAPEUTICS SA SHS H0036K147 2166329 685547 SH DFND 1,2 685547 0 0 AKERO THERAPEUTICS INC COM 00973Y108 3322405 141620 SH DFND 1,2 141620 0 0 ALECTOR INC COM 014442107 2769400 610000 SH DFND 1,2 610000 0 0 ALUMIS INC COM 022307102 1662500 125000 SH DFND 1,2 125000 0 0 AMAZON COM INC COM 023135106 19601734 101432 SH DFND 101432 0 0 AMYLYX PHARMACEUTICALS INC COM 03237H101 68495 36050 SH DFND 1,2 36050 0 0 ANALOG DEVICES INC COM 032654105 2967380 13000 SH DFND 13000 0 0 APPLE INC COM 037833100 12953130 61500 SH DFND 61500 0 0 APPLIED MATLS INC COM 038222105 5806298 24604 SH DFND 24604 0 0 APPLIED THERAPEUTICS INC COM 03828A101 3148832 674268 SH DFND 1,2 674268 0 0 APREA THERAPEUTICS INC COM NEW 03836J201 1098900 270000 SH DFND 1,2 270000 0 0 ARBE ROBOTICS LTD ORDINARY SHARES M1R95N100 82445 43165 SH DFND 43165 0 0 ARGENX SE SPONSORED ADR 04016X101 669142 1556 SH DFND 1,2 1556 0 0 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 1252068 48175 SH DFND 1,2 48175 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 10126050 9901 SH DFND 9901 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 14822779 190060 SH DFND 1,2 190060 0 0 ASTRIA THERAPEUTICS INC COM 04635X102 1481862 162842 SH DFND 1,2 162842 0 0 BIOGEN INC COM 09062X103 10991050 47412 SH DFND 1,2 47412 0 0 BRIDGEBIO PHARMA INC COM 10806X102 23052073 910070 SH DFND 1,2 910070 0 0 BRIDGEBIO PHARMA INC COM 10806X102 5182518 204600 SH Call DFND 1,2 0 0 0 BROADCOM INC COM 11135F101 3108306 19360 SH DFND 19360 0 0 CAMTEK LTD ORD M20791105 242966 1940 SH DFND 1940 0 0 CARGO THERAPEUTICS INC COM 14179K101 2553409 155506 SH DFND 1,2 155506 0 0 CARTESIAN THERAPEUTICS INC COM NEW 816212302 677141 25070 SH DFND 1,2 25070 0 0 CATALYST PHARMACEUTICALS INC COM 14888U101 4461120 288000 SH DFND 1,2 288000 0 0 CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 11445898 309265 SH DFND 1,2 309265 0 0 COMPUGEN LTD ORD M25722105 1241922 739239 SH DFND 1,2 739239 0 0 CYBIN INC COM 23256X100 6932558 25581395 SH DFND 1,2 25581395 0 0 CYTOKINETICS INC COM NEW 23282W605 20855182 384924 SH DFND 1,2 384924 0 0 DAY ONE BIOPHARMACEUTICALS I COM 23954D109 4790300 347627 SH DFND 1,2 347627 0 0 DISC MEDICINE INC COM 254604101 2616043 58044 SH DFND 1,2 58044 0 0 ELEDON PHARMACEUTICALS INC COM 28617K101 3424135 1297021 SH DFND 1,2 1297021 0 0 ELEVATION ONCOLOGY INC COM 28623U101 891000 330000 SH DFND 1,2 330000 0 0 ELI LILLY & CO COM 532457108 11941962 13190 SH DFND 1,2 13190 0 0 ELIEM THERAPEUTICS INC COM 28658R106 1529923 215179 SH DFND 1,2 215179 0 0 ENLIGHT RENEWABLE ENERGY LTD SHS M4056D110 2735565 169280 SH DFND 169280 0 0 ENPHASE ENERGY INC COM 29355A107 5662730 56792 SH DFND 56792 0 0 FULCRUM THERAPEUTICS INC COM 359616109 365800 59000 SH Put DFND 1,2 59000 0 0 GLOBAL E ONLINE LTD SHS M5216V106 2425883 66884 SH DFND 66884 0 0 GOSSAMER BIO INC COM 38341P102 200121 222134 SH DFND 1,2 222134 0 0 GSK PLC SPONSORED ADR 37733W204 3850000 100000 SH DFND 1,2 100000 0 0 ICL GROUP LTD SHS M53213100 458979 107238 SH DFND 107238 0 0 IMMATICS N.V *W EXP 07/01/202 N44445117 277000 100000 SH DFND 1,2 100000 0 0 IMMATICS N.V SHS N44445109 8495510 731111 SH DFND 1,2 731111 0 0 INOZYME PHARMA INC COM 45790W108 6523749 1462724 SH DFND 1,2 1462724 0 0 INSMED INC COM PAR $.01 457669307 1111463 16589 SH DFND 1,2 16589 0 0 INTELLIA THERAPEUTICS INC COM 45826J105 3120197 139419 SH DFND 1,2 139419 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 10971619 22900 SH Call DFND 0 0 0 IONIS PHARMACEUTICALS INC COM 462222100 6683743 140238 SH DFND 1,2 140238 0 0 JASPER THERAPEUTICS INC COM NEW 471871202 10310953 454227 SH DFND 1,2 454227 0 0 JFROG LTD ORD SHS M6191J100 4426432 117881 SH DFND 117881 0 0 JOHNSON & JOHNSON COM 478160104 10206499 69831 SH DFND 1,2 69831 0 0 KEZAR LIFE SCIENCES INC COM 49372L100 1231006 2051676 SH DFND 1,2 2051676 0 0 KLA CORP COM NEW 482480100 2720883 3300 SH DFND 3300 0 0 KURA ONCOLOGY INC COM 50127T109 12576907 610826 SH DFND 1,2 610826 0 0 KYVERNA THERAPEUTICS INC COM 501976104 1770218 236029 SH DFND 1,2 236029 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 2245800 10000 SH DFND 10000 0 0 LAM RESEARCH CORP COM 512807108 3939945 3700 SH DFND 3700 0 0 LARIMAR THERAPEUTICS INC COM 517125100 2265400 312469 SH DFND 1,2 312469 0 0 LAVA THERAPEUTICS NV SHS N51517105 661648 367582 SH DFND 1,2 367582 0 0 MARVELL TECHNOLOGY INC COM 573874104 1398000 20000 SH DFND 20000 0 0 MERCK & CO INC COM 58933Y105 7378480 59600 SH DFND 1,2 59600 0 0 MERUS N V COM N5749R100 8735445 147633 SH DFND 1,2 147633 0 0 META PLATFORMS INC CL A 30303M102 16860613 33439 SH DFND 33439 0 0 MICRON TECHNOLOGY INC COM 595112103 4866610 37000 SH DFND 37000 0 0 MICROSOFT CORP COM 594918104 14716723 32927 SH DFND 32927 0 0 MINERALYS THERAPEUTICS INC COM 603170101 5180198 442752 SH DFND 1,2 442752 0 0 MONTE ROSA THERAPEUTICS INC COM 61225M102 1402500 375000 SH DFND 1,2 375000 0 0 NICE LTD SPONSORED ADR 653656108 14008848 81461 SH DFND 81461 0 0 NICE LTD SPONSORED ADR 653656108 5520237 32100 SH Call DFND 0 0 0 NOVARTIS AG SPONSORED ADR 66987V109 5323000 50000 SH DFND 1,2 50000 0 0 NOVO-NORDISK A S ADR 670100205 11145139 78080 SH DFND 1,2 78080 0 0 NUTRIEN LTD COM 67077M108 2073564 40730 SH DFND 40730 0 0 NVIDIA CORPORATION COM 67066G104 2470800 20000 SH DFND 20000 0 0 OUTLOOK THERAPEUTICS INC COM 69012T305 4217139 571428 SH DFND 1,2 571428 0 0 PALO ALTO NETWORKS INC COM 697435105 6102180 18000 SH DFND 18000 0 0 PERION NETWORK LTD SHS NEW M78673114 1958985 234609 SH DFND 234609 0 0 PERSPECTIVE THERAPEUTICS INC COM NEW 46489V302 7845483 786909 SH DFND 1,2 786909 0 0 PFIZER INC COM 717081103 2518200 90000 SH DFND 1,2 90000 0 0 PHARVARIS N V COM N69605108 7581382 403265 SH DFND 1,2 403265 0 0 PLIANT THERAPEUTICS INC COM 729139105 2779456 258554 SH DFND 1,2 258554 0 0 PRAXIS PRECISION MEDICINES I COM NEW 74006W207 11722417 283424 SH DFND 1,2 283424 0 0 PRAXIS PRECISION MEDICINES I COM NEW 74006W207 3102000 75000 SH Call DFND 1,2 0 0 0 PRIME MEDICINE INC COM 74168J101 654959 127424 SH DFND 1,2 127424 0 0 PROMIS NEUROSCIENCES INC COM NEW 74346M406 2721320 1814213 SH DFND 1,2 1814213 0 0 PTC THERAPEUTICS INC COM 69366J200 2884244 94318 SH DFND 1,2 94318 0 0 QUALCOMM INC COM 747525103 3749564 18825 SH DFND 18825 0 0 REZOLUTE INC COM NEW 76200L309 7344396 1707999 SH DFND 1,2 1707999 0 0 ROCKET PHARMACEUTICALS INC COM 77313F106 4455267 206933 SH DFND 1,2 206933 0 0 SALESFORCE INC COM 79466L302 8638560 33600 SH DFND 33600 0 0 SANOFI SPONSORED ADR 80105N105 21810468 449515 SH DFND 1,2 449515 0 0 SAREPTA THERAPEUTICS INC COM 803607100 13218122 83659 SH DFND 1,2 83659 0 0 SAREPTA THERAPEUTICS INC COM 803607100 2370000 15000 SH Call DFND 1,2 0 0 0 SAVARA INC COM 805111101 3879629 962687 SH DFND 1,2 962687 0 0 SENTINELONE INC CL A 81730H109 5974074 283804 SH DFND 283804 0 0 SHL TELEMEDICINE LTD SPONSORED ADS 78423T200 3223438 632456 SH DFND 632456 0 0 SKYE BIOSCIENCE INC COM NEW 83086J200 10399479 1298312 SH DFND 1,2 1298312 0 0 SPRINGWORKS THERAPEUTICS INC COM 85205L107 2647033 70269 SH DFND 1,2 70269 0 0 SYNDAX PHARMACEUTICALS INC COM 87164F105 16876625 822047 SH DFND 1,2 822047 0 0 TABOOLA.COM LTD ORD SHS M8744T106 2295801 667384 SH DFND 667384 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 982027 5650 SH DFND 5650 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 6093750 375000 SH DFND 1,2 375000 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 6734260 414416 SH DFND 414416 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 53119625 3268900 SH Call DFND 0 0 0 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 5880776 149600 SH DFND 149600 0 0 ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 12076495 293832 SH DFND 1,2 293832 0 0 UPWORK INC COM 91688F104 1257750 117000 SH DFND 117000 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 39052862 149800 SH Put DFND 149800 0 0 VARONIS SYS INC COM 922280102 767520 16000 SH DFND 16000 0 0 VENTYX BIOSCIENCES INC COM 92332V107 2339450 1012749 SH DFND 1,2 1012749 0 0 VIGIL NEUROSCIENCE INC COM 92673K108 6768664 1692166 SH DFND 1,2 1692166 0 0 VIR BIOTECHNOLOGY INC COM 92764N102 1442254 162051 SH DFND 1,2 162051 0 0 VISTAGEN THERAPEUTICS INC COM 92840H400 2813754 808550 SH DFND 1,2 808550 0 0 WEREWOLF THERAPEUTICS INC COM 95075A107 1529416 626810 SH DFND 1,2 626810 0 0 WIX COM LTD SHS M98068105 4004905 25177 SH DFND 25177 0 0