SCM

Sarissa Capital Management Portfolio holdings

AUM $154M
1-Year Est. Return 6.05%
This Quarter Est. Return
1 Year Est. Return
-6.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M

Top Sells

1
+$80.9M
2
+$24.2M
3
+$9.4M
4
VOR icon
Vor Biopharma
VOR
+$78.9K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INVA icon
1
Innoviva
INVA
$1.09B
$51.1M 33%
2,816,022
-4,460,978
NBIX icon
2
Neurocrine Biosciences
NBIX
$13.9B
$34.2M 22.1%
309,116
CYTK icon
3
Cytokinetics
CYTK
$6.99B
$24.1M 15.59%
600,000
-233,799
IRWD icon
4
Ironwood Pharmaceuticals
IRWD
$232M
$24.1M 15.57%
16,390,000
AMRN
5
Amarin Corp
AMRN
$406M
$11.1M 7.2%
1,242,531
LNTH icon
6
Lantheus
LNTH
$3.78B
$9.76M 6.31%
100,000
+37,000
VOR icon
7
Vor Biopharma
VOR
$199M
$365K 0.24%
508,016
-109,984
GILD icon
8
Gilead Sciences
GILD
$152B
– –
-262,080