SCM
Sarissa Capital Management Portfolio holdings
AUM
$180M
1-Year Est. Return
11.9%
1 Year Est. Return
+11.9%
AUM
$154M
AUM Growth
-$321K
(-0.21%)
Holding
7
Top Buys
No buys this quarter
Top Sells
| 1 | +$750K | |
| 2 | +$385K | |
| 3 | +$337K | |
| 4 |
Lantheus
LNTH
|
+$307K |
| 5 |
AMRN
Amarin Corp
AMRN
|
+$65 |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Innoviva
INVA
$1.66B
| $56.6M | 36.64% |
2,816,022
|
|
||
2
Neurocrine Biosciences
NBIX
$14.4B
| $38.1M | 24.68% |
303,151
-5,965
|
|
||
|
AMRN
3
Amarin Corp
AMRN
$340M
| $20.2M | 13.05% |
1,242,527
-4
|
|
||
4
Cytokinetics
CYTK
$8.12B
| $19.4M | 12.59% |
588,357
-11,643
|
|
||
5
Ironwood Pharmaceuticals
IRWD
$511M
| $11.4M | 7.4% |
15,919,435
-470,565
|
|
||
|
6
Lantheus
LNTH
$3.52B
| $7.88M | 5.1% |
96,251
-3,749
|
|
||
7
Vor Biopharma
VOR
$68.6M
| $823K | 0.53% |
25,401
|
|