13F HOLDINGS REPORT
Cutter Capital Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001214659-25-007818
Total Value
$229.6M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 295,000 | $18.0M | 7.83% |
| 2 | AMGEN INC | AMGN | 50,000 | $15.6M | 6.78% |
| 3 | BIOGEN INC | BIIB | 113,500 | $15.5M | 6.76% |
| 4 | ELI LILLY & CO | LLY | 18,000 | $14.9M | 6.47% |
| 5 | INSMED INC | INSM | 186,384 | $14.2M | 6.19% |
| 6 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 379,303 | $13.7M | 5.98% |
| 7 | BRIDGEBIO PHARMA INC | BBIO | 390,644 | $13.5M | 5.88% |
| 8 | PERRIGO CO PLC | PRGO | 479,517 | $13.4M | 5.85% |
| 9 | ROIVANT SCIENCES LTD | ROIV | 1,300,000 | $13.1M | 5.71% |
| 10 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 801,806 | $12.3M | 5.37% |
| 11 | ROYALTY PHARMA PLC | RPRX | 356,894 | $11.1M | 4.84% |
| 12 | TARSUS PHARMACEUTICALS INC | TARS | 205,000 | $10.5M | 4.59% |
| 13 | VERONA PHARMA PLC | 925050106 | 160,000 | $10.2M | 4.42% |
| 14 | MADRIGAL PHARMACEUTICALS INC | MDGL | 24,000 | $7.9M | 3.46% |
| 15 | SUMMIT THERAPEUTICS INC | SMMT | 400,000 | $7.7M | 3.36% |
| 16 | HALOZYME THERAPEUTICS INC | HALO | 120,000 | $7.7M | 3.33% |
| 17 | CYTOKINETICS INC | CYTK | 175,000 | $7.0M | 3.06% |
| 18 | AGIOS PHARMACEUTICALS INC | AGIO | 235,350 | $6.9M | 3.00% |
| 19 | CENTESSA PHARMACEUTICALS PLC | CNTA | 418,127 | $6.0M | 2.62% |
| 20 | ARCUS BIOSCIENCES INC | RCUS | 731,818 | $5.7M | 2.50% |
| 21 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 221,152 | $4.5M | 1.97% |