Sofinnova Investments, Inc.

Comprehensive Analysis of Sofinnova Investments, Inc. 13F Filing

Portfolio Overview

Sofinnova Investments, Inc. manages a concentrated portfolio totaling approximately $1.07 billion across 42 holdings as of the report date September 30, 2025. The firm reported a significant decrease in portfolio value of -34.6% (dropping from $1.64 billion in the previous quarter), a reduction driven by a combination of aggressive portfolio reallocation and potential market depreciation in the bio...