미국에 있는 헬스케어에 투자하는 ASX ETF가 눈에 보여서 기록해둠. 호주는 바이오텍이 뭐...이렇다하게 좋은줄 잘 모르겠고, 잘 나가는건 대부분 미국에 있는거 같은 그런 느낌인데... 그렇다고 미국 주식은 안하니까... 좀... 아쉬웠는데 괜찮은 대안일수도 있을듯.
지난해부터 괜찮아보이던 VIR Biotechnology 비중이 상당히 높아서 눈에 띔. ASX CODE: CURE가 보유하고 있는 종목 목록임.
Component Name |
Weight |
NOVAVAX INC |
1.83% |
VIR BIOTECHNOLOG |
1.71% |
LIGAND PHARM |
1.48% |
SORRENTO THERAPE |
1.45% |
CLOVIS ONCOLOGY |
1.36% |
AGIOS PHARMACEUT |
1.30% |
AKEBIA THERAPEUT |
1.15% |
BIOXCEL THERAPEU |
1.15% |
EMERGENT BIOSOLU |
1.13% |
DYNAVAX TECHNOLO |
1.03% |
FIBROGEN INC |
1.02% |
CAREDX INC |
1.00% |
INTELLIA THERAPE |
0.99% |
NEUROCRINE BIOSC |
0.98% |
ALEXION PHARM |
0.98% |
KODIAK SCIENCES |
0.98% |
ALNYLAM PHARMACE |
0.98% |
IONIS PHARMACEUT |
0.97% |
ALLOGENE THERAPE |
0.96% |
VERACYTE INC |
0.96% |
OPKO HEALTH |
0.95% |
VBI VACCINES INC |
0.94% |
UNITED THERAPEUT |
0.94% |
NATERA INC |
0.93% |
BEAM THERAPEUTIC |
0.93% |
HALOZYME THERAPE |
0.93% |
SAGE THERAPEUTIC |
0.93% |
ARENA PHARMACEUT |
0.92% |
ARROWHEAD PHARMA |
0.91% |
INOVIO PHARMACEU |
0.90% |
GLOBAL BLOOD THE |
0.90% |
MODERNA INC |
0.90% |
TWIST BIOSCIENCE |
0.89% |
VAXART INC |
0.89% |
TG THERAPEUTICS |
0.88% |
BIOGEN INC |
0.88% |
TURNING POINT TH |
0.87% |
EXACT SCIENCES |
0.87% |
ULTRAGENYX PHARM |
0.86% |
EXELIXIS INC |
0.85% |
BIOCRYST PHARM |
0.85% |
GILEAD SCIENCES |
0.84% |
BRIDGEBIO PHARMA |
0.84% |
BIOMARIN PHARMAC |
0.84% |
FATE THERAPEUTIC |
0.83% |
BLUEBIRD BIO INC |
0.82% |
SERES THERAPEUTI |
0.82% |
ACCELERON PHARMA |
0.81% |
INCYTE CORP |
0.80% |
AMGEN INC |
0.79% |
INTERCEPT PHARMA |
0.79% |
CHEMOCENTRYX INC |
0.78% |
REGENERON PHARM |
0.78% |
INSMED INC |
0.77% |
G1 THERAPEUTICS |
0.77% |
VERICEL CORP |
0.77% |
ACADIA PHARMACEU |
0.76% |
ESPERION THERAPE |
0.75% |
BIOHAVEN PHARMAC |
0.75% |
ABBVIE INC |
0.75% |
PTC THERAPEUTICS |
0.75% |
KARYOPHARM THERA |
0.74% |
CYTOKINETICS INC |
0.74% |
IOVANCE BIOTHERA |
0.73% |
APELLIS PHARMACE |
0.73% |
ALLAKOS INC |
0.72% |
ALKERMES PLC |
0.72% |
VERTEX PHARM |
0.72% |
EDITAS MEDICINE |
0.71% |
MADRIGAL PHARMAC |
0.69% |
INVITAE CORP |
0.69% |
SEAGEN INC |
0.69% |
SPRINGWORKS THER |
0.68% |
SANGAMO THERAPEU |
0.68% |
KARUNA THERAPEUT |
0.68% |
MIRATI THERAPEUT |
0.68% |
BLUEPRINT MEDICI |
0.67% |
DECIPHERA PHARMA |
0.67% |
DENALI THERAPEUT |
0.67% |
REVOLUTION MEDIC |
0.66% |
COHERUS BIOSCIEN |
0.65% |
AMICUS THERAPEUT |
0.65% |
KURA ONCOLOGY IN |
0.64% |
MERSANA THERAPEU |
0.59% |
TRANSLATE BIO IN |
0.58% |
ARCTURUS THERAPE |
0.57% |
IGM BIOSCIENCES |
0.56% |
IRONWOOD PHARMAC |
0.55% |
ALECTOR INC |
0.54% |
IMMUNOGEN INC |
0.53% |
REPLIMUNE GROUP |
0.52% |
HERON THERAPEUTI |
0.51% |
XENCOR INC |
0.51% |
MYRIAD GENETICS |
0.51% |
CELLDEX THERAPEU |
0.50% |
DICERNA PHARMACE |
0.48% |
REGENXBIO INC |
0.48% |
CONSTELLATION PH |
0.47% |
UNIQURE NV |
0.46% |
ARCUS BIOSCIENCE |
0.45% |
CARDIFF ONCOLOGY |
0.44% |
ADVERUM BIOTECHN |
0.43% |
AGENUS INC |
0.42% |
RELAY THERAPEUTI |
0.42% |
SAREPTA THERAPEU |
0.42% |
VIKING THERAPEUT |
0.40% |
KADMON HOLDINGS |
0.39% |
MACROGENICS INC |
0.38% |
CEL-SCI CORP |
0.38% |
ENANTA PHARMACEU |
0.36% |
RADIUS HEALTH IN |
0.36% |
EPIZYME INC |
0.34% |
ROCKET PHARMACEU |
0.34% |
ATARA BIOTHERAPE |
0.34% |
MANNKIND CORP |
0.34% |
RIGEL PHARMACEUT |
0.33% |
ATHENEX INC |
0.33% |
IMMUNOVANT INC |
0.33% |
VANDA PHARMACEUT |
0.32% |
ANAPTYSBIO INC |
0.31% |
SYNDAX PHARMACEU |
0.31% |
CORTEXYME INC |
0.31% |
KINIKSA PHARMA-A |
0.29% |
SPECTRUM PHARMAC |
0.29% |
PROTAGONIST THER |
0.29% |
VIELA BIO INC |
0.28% |
EAGLE PHARMACEUT |
0.27% |
PRECISION BIOSCI |
0.27% |
FORMA THERAPEUTI |
0.27% |
ZIOPHARM ONCOLOG |
0.27% |
TRAVERE THERAPEU |
0.25% |
PUMA BIOTECHNOLO |
0.25% |
ALBIREO PHARMA I |
0.25% |
RHYTHM PHARMACEU |
0.25% |
KRYSTAL BIOTECH |
0.24% |
ALLOVIR INC |
0.24% |
FLEXION THERAPEU |
0.23% |
AKERO THERAPEUTI |
0.23% |
GOSSAMER BIO INC |
0.22% |
FREQUENCY THERAP |
0.22% |
ARCUTIS BIOTHERA |
0.22% |
CATALYST PHARMAC |
0.22% |
Y-MABS THERAPEUT |
0.21% |
ALX ONCOLOGY HOL |
0.21% |
ZENTALIS PHARMAC |
0.20% |
APPLIED MOLECULA |
0.19% |
GERON CORP |
0.19% |
ATHERSYS INC |
0.19% |
VAXCYTE INC |
0.19% |
BLACK DIAMOND TH |
0.18% |
TCR2 THERAPEUTIC |
0.17% |
PRECIGEN INC |
0.17% |
CUE BIOPHARMA IN |
0.17% |
KEROS THERAPEUTI |
0.16% |
NKARTA INC |
0.16% |
STOKE THERAPEUTI |
0.15% |
SCHOLAR ROCK HOL |
0.15% |
AVROBIO INC |
0.15% |
IVERIC BIO INC |
0.15% |
ANIKA THERAPEUTI |
0.14% |
GENERATION BIO C |
0.14% |
NURIX THERAPEUTI |
0.12% |
ATRECA INC - A |
0.12% |
CYTOMX THERAPEUT |
0.11% |
AVIDITY BIOSCIEN |
0.11% |
FIVE PRIME THERA |
0.10% |
NEOLEUKIN THERAP |
0.10% |
ARDELYX INC |
0.10% |
AVITA MEDICAL IN |
0.09% |
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