Cutter Capital Management as of Dec. 31, 2023
Portfolio Holdings for Cutter Capital Management
Cutter Capital Management holds 23 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amgen (AMGN) | 7.9 | $17M | 57k | 288.02 | |
| Merck & Co (MRK) | 7.1 | $15M | 136k | 109.02 | |
| Amicus Therapeutics (FOLD) | 6.4 | $13M | 947k | 14.19 | |
| Insmed Com Par $.01 (INSM) | 6.1 | $13M | 414k | 30.99 | |
| BioMarin Pharmaceutical (BMRN) | 6.0 | $13M | 130k | 96.42 | |
| Roivant Sciences SHS (ROIV) | 5.4 | $11M | 1.0M | 11.23 | |
| Exelixis (EXEL) | 5.3 | $11M | 462k | 23.99 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 5.3 | $11M | 1.1M | 10.44 | |
| Royalty Pharma Shs Class A (RPRX) | 5.0 | $10M | 370k | 28.09 | |
| ACADIA Pharmaceuticals (ACAD) | 5.0 | $10M | 331k | 31.31 | |
| BioCryst Pharmaceuticals (BCRX) | 4.4 | $9.1M | 1.5M | 5.99 | |
| Halozyme Therapeutics (HALO) | 4.2 | $8.9M | 240k | 36.96 | |
| Perrigo SHS (PRGO) | 4.0 | $8.4M | 260k | 32.18 | |
| Pfizer (PFE) | 3.6 | $7.6M | 265k | 28.79 | |
| Bristol Myers Squibb (BMY) | 3.4 | $7.2M | 140k | 51.31 | |
| Crispr Therapeutics Namen Akt (CRSP) | 3.2 | $6.7M | 108k | 62.60 | |
| Miragen Therapeutics (VRDN) | 3.2 | $6.7M | 308k | 21.78 | |
| Apellis Pharmaceuticals (APLS) | 3.1 | $6.5M | 108k | 59.86 | |
| Iovance Biotherapeutics (IOVA) | 2.6 | $5.5M | 677k | 8.13 | |
| Cabaletta Bio (CABA) | 2.5 | $5.2M | 230k | 22.70 | |
| Prestige Brands Holdings (PBH) | 2.5 | $5.2M | 85k | 61.22 | |
| Bridgebio Pharma (BBIO) | 2.0 | $4.2M | 103k | 40.37 | |
| Arcus Biosciences Incorporated (RCUS) | 1.8 | $3.7M | 193k | 19.10 |
