Cutter Capital Management as of March 31, 2025
Portfolio Holdings for Cutter Capital Management
Cutter Capital Management holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bristol Myers Squibb (BMY) | 7.8 | $18M | 295k | 60.99 | |
| Amgen (AMGN) | 6.8 | $16M | 50k | 311.55 | |
| Biogen Idec (BIIB) | 6.8 | $16M | 114k | 136.84 | |
| Eli Lilly & Co. (LLY) | 6.5 | $15M | 18k | 825.91 | |
| Insmed Com Par $.01 (INSM) | 6.2 | $14M | 186k | 76.29 | |
| Ultragenyx Pharmaceutical (RARE) | 6.0 | $14M | 379k | 36.21 | |
| Bridgebio Pharma (BBIO) | 5.9 | $14M | 391k | 34.57 | |
| Perrigo SHS (PRGO) | 5.9 | $13M | 480k | 28.04 | |
| Roivant Sciences SHS (ROIV) | 5.7 | $13M | 1.3M | 10.09 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 5.4 | $12M | 802k | 15.37 | |
| Royalty Pharma Shs Class A (RPRX) | 4.8 | $11M | 357k | 31.13 | |
| Tarsus Pharmaceuticals (TARS) | 4.6 | $11M | 205k | 51.37 | |
| Verona Pharma Sponsored Ads (VRNA) | 4.4 | $10M | 160k | 63.49 | |
| Madrigal Pharmaceuticals (MDGL) | 3.5 | $7.9M | 24k | 331.23 | |
| Summit Therapeutics (SMMT) | 3.4 | $7.7M | 400k | 19.29 | |
| Halozyme Therapeutics (HALO) | 3.3 | $7.7M | 120k | 63.81 | |
| Cytokinetics Com New (CYTK) | 3.1 | $7.0M | 175k | 40.19 | |
| Agios Pharmaceuticals (AGIO) | 3.0 | $6.9M | 235k | 29.30 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 2.6 | $6.0M | 418k | 14.38 | |
| Arcus Biosciences Incorporated (RCUS) | 2.5 | $5.7M | 732k | 7.85 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 2.0 | $4.5M | 221k | 20.47 |
