SCM

Sarissa Capital Management Portfolio holdings

AUM $180M
1-Year Est. Return 11.9%
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.36M

Top Sells

1
+$97

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INVA icon
1
Innoviva
INVA
$1.58B
$51.4M 28.49%
2,816,022
NBIX icon
2
Neurocrine Biosciences
NBIX
$15B
$42.6M 23.59%
303,151
CYTK icon
3
Cytokinetics
CYTK
$8.08B
$32.3M 17.93%
588,357
IRWD icon
4
Ironwood Pharmaceuticals
IRWD
$569M
$20.9M 11.56%
15,919,435
AMRN
5
Amarin Corp
AMRN
$324M
$20.4M 11.28%
1,242,527
LNTH icon
6
Lantheus
LNTH
$3.92B
$9.31M 5.16%
181,450
+85,199
REGN icon
7
Regeneron Pharmaceuticals
REGN
$78.8B
$2.36M 1.31%
+4,190
VOR icon
8
Vor Biopharma
VOR
$168M
$1.24M 0.69%
25,399
-2