SCM
Sarissa Capital Management Portfolio holdings
AUM
$154M
This Quarter Return
-17.9%
1 Year Return
-6.05%
3 Year Return
-7.91%
5 Year Return
+32.47%
10 Year Return
+262.41%
AUM
$267M
AUM Growth
–
Cap. Flow
+$267M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
95.5%
Holding
12
New
12
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ARIA
Ariad Pharmaceuticals Inc
ARIA
|
$81.8M |
| 2 |
Quest Diagnostics
DGX
|
$37.5M |
| 3 |
IDIX
IDENIX PHARMACEUTICALS INC
IDIX
|
$30.2M |
| 4 |
VVUS
Vivus Inc
VVUS
|
$23.4M |
| 5 |
Merck
MRK
|
$20M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 85.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ARIA
1
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $81.8M | 30.65% | +12,000,000 | New | +$81.8M |
|
|
2
Quest Diagnostics
DGX
$20.3B
| $37.5M | 14.04% | +700,000 | New | +$37.5M |
|
|
IDIX
3
DELISTED
IDENIX PHARMACEUTICALS INC
IDIX
| $30.2M | 11.31% | +5,050,100 | New | +$30.2M |
|
|
VVUS
4
DELISTED
Vivus Inc
VVUS
| $23.4M | 8.75% | +2,573,943 | New | +$23.4M |
|
|
5
Merck
MRK
$210B
| $20M | 7.5% | +400,000 | New | +$20M |
|
|
MNK
6
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $14.6M | 5.48% | +280,000 | New | +$14.6M |
|
7
Bristol-Myers Squibb
BMY
$96B
| $13.3M | 4.98% | +250,000 | New | +$13.3M |
|
8
AbbVie
ABBV
$372B
| $13.2M | 4.94% | +250,000 | New | +$13.2M |
|
9
Pfizer
PFE
$141B
| $12.6M | 4.7% | +410,000 | New | +$12.6M |
|
|
RPRX
10
DELISTED
Repros Therapeutics Inc.
RPRX
| $8.41M | 3.15% | +459,508 | New | +$8.41M |
|
|
BRLI
11
DELISTED
BIO-REFERENCE LABS INC-NEW-
BRLI
| $7.29M | 2.73% | +285,300 | New | +$7.29M |
|
|
AVEO
12
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
| $4.73M | 1.77% | +2,570,759 | New | +$4.73M |
|