SCM
Sarissa Capital Management Portfolio holdings
AUM
$154M
This Quarter Return
+0.93%
1 Year Return
-6.05%
3 Year Return
-7.91%
5 Year Return
+32.47%
10 Year Return
+262.41%
AUM
$402M
AUM Growth
+$402M
(-32%)
Cap. Flow
-$152M
Cap. Flow
% of AUM
-37.74%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
11
New
1
Increased
–
Reduced
2
Closed
1
Top Buys
| 1 |
Lantheus
LNTH
|
$2.85M |
Top Sells
| 1 |
Biogen
BIIB
|
$119M |
| 2 |
Gilead Sciences
GILD
|
$28.5M |
| 3 |
BioCryst Pharmaceuticals
BCRX
|
$6.76M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Innoviva
INVA
$1.29B
| $141M | 34.93% | 7,277,000 | – | – |
|
2
Ironwood Pharmaceuticals
IRWD
$214M
| $67.5M | 16.78% | 16,390,000 | – | – |
|
|
3
Gilead Sciences
GILD
$140B
| $64M | 15.91% | 763,333 -339,949 | -31% | -$28.5M |
|
4
Cytokinetics
CYTK
$4.23B
| $58.6M | 14.57% | 1,110,000 | – | – |
|
5
Neurocrine Biosciences
NBIX
$13.8B
| $47.3M | 11.76% | 410,483 | – | – |
|
|
AMRN
6
Amarin Corp
AMRN
$311M
| $15.6M | 3.87% | 24,850,623 | – | – |
|
|
7
Biogen
BIIB
$19.4B
| $5.22M | 1.3% | 26,950 -616,050 | -96% | -$119M |
|
|
8
Lantheus
LNTH
$3.73B
| $2.85M | 0.71% | +26,000 | New | +$2.85M |
|
9
Vor Biopharma
VOR
$250M
| $433K | 0.11% | 618,000 | – | – |
|
|
RGLS
10
DELISTED
Regulus Therapeutics
RGLS
| $291K | 0.07% | 185,183 | – | – |
|
|
11
BioCryst Pharmaceuticals
BCRX
$1.74B
| – | – | -1,094,168 | Closed | -$6.76M |
|