SCM
Sarissa Capital Management Portfolio holdings
AUM
$223M
1-Year Est. Return
61.35%
This Fund
S&P 500
1 Year Est. Return
+61.35%
AUM
$223M
AUM Growth
+$42.5M
(+24%)
Holding
9
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Innoviva
INVA
$1.71B
| $56.3M | 25.25% |
2,816,022
|
|
||
2
Ironwood Pharmaceuticals
IRWD
$581M
| $53.6M | 24.07% |
15,919,435
|
|
||
3
Neurocrine Biosciences
NBIX
$13.3B
| $43M | 19.29% |
303,151
|
|
||
4
Cytokinetics
CYTK
$7.51B
| $25.2M | 11.3% |
396,357
-192,000
|
|
||
|
AMRN
5
Amarin Corp
AMRN
$290M
| $23.4M | 10.48% |
1,673,395
+430,868
|
|
||
6
Lantheus
LNTH
$5.06B
| $12.1M | 5.42% |
181,450
|
|
||
7
Biohaven
BHVN
$1.57B
| $5.79M | 2.6% |
+513,184
|
|
||
8
Regeneron Pharmaceuticals
REGN
$83.6B
| $3.23M | 1.45% |
4,190
|
|
||
9
Vor Biopharma
VOR
$660M
| $332K | 0.15% |
25,399
|
|