13F HOLDINGS REPORT
Cutter Capital Management, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001214659-24-014671
Total Value
$331.3M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BIOMARIN PHARMACEUTICAL INC | BMRN | 273,533 | $22.5M | 6.80% |
| 2 | MERCK & CO INC | MRK | 175,600 | $21.7M | 6.56% |
| 3 | GILEAD SCIENCES INC | GILD | 292,959 | $20.1M | 6.07% |
| 4 | AMGEN INC | AMGN | 64,201 | $20.1M | 6.06% |
| 5 | ROYALTY PHARMA PLC | RPRX | 692,300 | $18.3M | 5.51% |
| 6 | BIOGEN INC | BIIB | 76,726 | $17.8M | 5.37% |
| 7 | KENVUE INC | KVUE | 960,400 | $17.5M | 5.27% |
| 8 | INSMED INC | INSM | 227,637 | $15.3M | 4.60% |
| 9 | LEGEND BIOTECH CORP | LEGN | 343,130 | $15.2M | 4.59% |
| 10 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 365,000 | $15.0M | 4.53% |
| 11 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 911,900 | $14.8M | 4.47% |
| 12 | SAREPTA THERAPEUTICS INC | SRPT | 89,379 | $14.1M | 4.26% |
| 13 | CYTOKINETICS INC | CYTK | 236,900 | $12.8M | 3.87% |
| 14 | BIOCRYST PHARMACEUTICALS INC | BCRX | 1,975,298 | $12.2M | 3.68% |
| 15 | CRISPR THERAPEUTICS AG | CRSP | 201,497 | $10.9M | 3.29% |
| 16 | ARCELLX INC | ACLX | 187,000 | $10.3M | 3.12% |
| 17 | AVADEL PHARMACEUTICALS PLC | G29687103 | 733,001 | $10.3M | 3.11% |
| 18 | HARMONY BIOSCIENCES HLDGS IN | HRMY | 295,771 | $8.9M | 2.69% |
| 19 | AVANTOR INC | AVTR | 400,000 | $8.5M | 2.56% |
| 20 | VERA THERAPEUTICS INC | VERA | 230,000 | $8.3M | 2.51% |
| 21 | BRIDGEBIO PHARMA INC | BBIO | 311,700 | $7.9M | 2.38% |
| 22 | IONIS PHARMACEUTICALS INC | IONS | 160,166 | $7.6M | 2.30% |
| 23 | ENLIVEN THERAPEUTICS INC | ELVN | 222,985 | $5.2M | 1.57% |
| 24 | PFIZER INC | PFE | 185,200 | $5.2M | 1.56% |
| 25 | EVOLUS INC | EOLS | 465,300 | $5.0M | 1.52% |
| 26 | SAREPTA THERAPEUTICS INC | SRPT | 20,000 | $3.2M | 0.95% |
| 27 | PERRIGO CO PLC | PRGO | 100,000 | $2.6M | 0.78% |