SCM
Sarissa Capital Management Portfolio holdings
AUM
$154M
This Quarter Return
-12.45%
1 Year Return
-6.05%
3 Year Return
-7.91%
5 Year Return
+32.47%
10 Year Return
+262.41%
AUM
$572M
AUM Growth
+$572M
(-12%)
Cap. Flow
+$6.51M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
1
Increased
2
Reduced
1
Closed
–
Top Buys
| 1 |
Cytokinetics
CYTK
|
$21M |
| 2 |
Gilead Sciences
GILD
|
$2.04M |
| 3 |
BioCryst Pharmaceuticals
BCRX
|
$478K |
Top Sells
| 1 |
Neurocrine Biosciences
NBIX
|
$17M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Ironwood Pharmaceuticals
IRWD
$214M
| $143M | 24.97% | 16,390,000 | – | – |
|
2
Biogen
BIIB
$19.4B
| $139M | 24.26% | 643,000 | – | – |
|
3
Innoviva
INVA
$1.29B
| $111M | 19.4% | 7,277,000 | – | – |
|
|
4
Gilead Sciences
GILD
$140B
| $80.8M | 14.14% | 1,103,282 +27,882 | +3% | +$2.04M |
|
|
5
Neurocrine Biosciences
NBIX
$13.8B
| $47.8M | 8.36% | 346,426 -123,574 | -26% | -$17M |
|
|
AMRN
6
Amarin Corp
AMRN
$311M
| $22.1M | 3.87% | 24,850,623 | – | – |
|
|
7
Cytokinetics
CYTK
$4.23B
| $21M | 3.68% | +300,000 | New | +$21M |
|
|
8
BioCryst Pharmaceuticals
BCRX
$1.74B
| $5.56M | 0.97% | 1,094,168 +94,168 | +9% | +$478K |
|
9
Vor Biopharma
VOR
$250M
| $1.46M | 0.26% | 618,000 | – | – |
|
|
RGLS
10
DELISTED
Regulus Therapeutics
RGLS
| $533K | 0.09% | 185,183 | – | – |
|