SCM
Sarissa Capital Management Portfolio holdings
AUM
$154M
This Quarter Return
+12.24%
1 Year Return
-6.05%
3 Year Return
-7.91%
5 Year Return
+32.47%
10 Year Return
+262.41%
AUM
$649M
AUM Growth
+$649M
(-13%)
Cap. Flow
-$158M
Cap. Flow
% of AUM
-24.32%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
11
New
–
Increased
4
Reduced
–
Closed
2
Top Buys
| 1 |
Neurocrine Biosciences
NBIX
|
$13.7M |
| 2 |
Gilead Sciences
GILD
|
$12.6M |
| 3 |
AMRN
Amarin Corp
AMRN
|
$12.5M |
| 4 |
BioCryst Pharmaceuticals
BCRX
|
$1.35M |
Top Sells
| 1 |
Alkermes
ALKS
|
$197M |
| 2 |
Mersana Therapeutics
MRSN
|
$699K |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Ironwood Pharmaceuticals
IRWD
$214M
| $188M | 28.9% | 16,390,000 | – | – |
|
2
Biogen
BIIB
$19.4B
| $166M | 25.64% | 643,000 | – | – |
|
3
Innoviva
INVA
$1.29B
| $117M | 17.99% | 7,277,000 | – | – |
|
|
4
Gilead Sciences
GILD
$140B
| $87.1M | 13.43% | 1,075,400 +155,000 | +17% | +$12.6M |
|
|
5
Neurocrine Biosciences
NBIX
$13.8B
| $61.9M | 9.54% | 470,000 +104,000 | +28% | +$13.7M |
|
|
AMRN
6
Amarin Corp
AMRN
$311M
| $21.6M | 3.33% | 24,850,623 +14,408,170 | +138% | +$12.5M |
|
|
7
BioCryst Pharmaceuticals
BCRX
$1.74B
| $5.99M | 0.92% | 1,000,000 +225,000 | +29% | +$1.35M |
|
8
Vor Biopharma
VOR
$250M
| $1.39M | 0.21% | 618,000 | – | – |
|
|
RGLS
9
DELISTED
Regulus Therapeutics
RGLS
| $237K | 0.04% | 185,183 | – | – |
|
|
10
Alkermes
ALKS
$4.78B
| – | – | -7,042,200 | Closed | -$197M |
|
|
11
Mersana Therapeutics
MRSN
$36.5M
| – | – | -550,000 | Closed | -$699K |
|