SCM

Sarissa Capital Management Portfolio holdings

AUM $154M
1-Year Est. Return 6.05%
This Quarter Est. Return
1 Year Est. Return
-6.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$321K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$750K
2
+$385K
3
+$337K
4
LNTH icon
Lantheus
LNTH
+$307K
5
AMRN
Amarin Corp
AMRN
+$65

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INVA icon
1
Innoviva
INVA
$1.09B
$56.6M 36.64%
2,816,022
NBIX icon
2
Neurocrine Biosciences
NBIX
$13.9B
$38.1M 24.68%
303,151
-5,965
AMRN
3
Amarin Corp
AMRN
$406M
$20.2M 13.05%
1,242,527
-4
CYTK icon
4
Cytokinetics
CYTK
$6.99B
$19.4M 12.59%
588,357
-11,643
IRWD icon
5
Ironwood Pharmaceuticals
IRWD
$232M
$11.4M 7.4%
15,919,435
-470,565
LNTH icon
6
Lantheus
LNTH
$3.78B
$7.88M 5.1%
96,251
-3,749
VOR icon
7
Vor Biopharma
VOR
$199M
$823K 0.53%
508,016