SCM
Sarissa Capital Management Portfolio holdings
AUM
$154M
This Quarter Return
-4.74%
1 Year Return
-6.05%
3 Year Return
-7.91%
5 Year Return
+32.47%
10 Year Return
+262.41%
AUM
$592M
AUM Growth
+$592M
(+3.6%)
Cap. Flow
+$52.7M
Cap. Flow
% of AUM
8.9%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
2
Reduced
–
Closed
–
Top Buys
| 1 |
Cytokinetics
CYTK
|
$43.9M |
| 2 |
Neurocrine Biosciences
NBIX
|
$8.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Biogen
BIIB
$19.4B
| $149M | 25.16% | 643,000 | – | – |
|
2
Innoviva
INVA
$1.29B
| $119M | 20.14% | 7,277,000 | – | – |
|
3
Ironwood Pharmaceuticals
IRWD
$214M
| $107M | 18.04% | 16,390,000 | – | – |
|
4
Gilead Sciences
GILD
$140B
| $75.7M | 12.78% | 1,103,282 | – | – |
|
|
5
Cytokinetics
CYTK
$4.23B
| $60.1M | 10.15% | 1,110,000 +810,000 | +270% | +$43.9M |
|
|
6
Neurocrine Biosciences
NBIX
$13.8B
| $56.5M | 9.54% | 410,483 +64,057 | +18% | +$8.82M |
|
|
AMRN
7
Amarin Corp
AMRN
$311M
| $17.1M | 2.89% | 24,850,623 | – | – |
|
8
BioCryst Pharmaceuticals
BCRX
$1.74B
| $6.76M | 1.14% | 1,094,168 | – | – |
|
9
Vor Biopharma
VOR
$250M
| $618K | 0.1% | 618,000 | – | – |
|
|
RGLS
10
DELISTED
Regulus Therapeutics
RGLS
| $331K | 0.06% | 185,183 | – | – |
|