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Re: None

Friday, 11/15/2024 9:14:38 AM

Friday, November 15, 2024 9:14:38 AM

Post# of 447903
Just one little thing to highlight...
13f's have been filed. Sarissa did not add to AMRN, HOWEVER, I did look at Sarissa's filings, and they sold 340K shares of Gilead (~$27M), 616K shares of Biogen ($119M!), and completely exited Biocryst (1M shares = $8M).

So they've got another $150M to work with. And remember, they also exited ALKS a year ago, netting around $200M from that sale. They have spent some of that money since then, but not all of it (at least as far as public filings go).

I have no idea if this is going to lead to any coming purchases in AMRN, but they most certainly have some cash available.
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