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tm100

11/14/22 11:42 AM

#393545 RE: Number sleven #393544

See Ally has taken on more than 6 million shares. See Ally also has a big chunk of Alkermes. Denner ally?
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retinadoc

11/14/22 1:38 PM

#393561 RE: Number sleven #393544

Denner/Sarissa are beginning to move and gathering support . Sleven, here is the Sarissa connection:

Simos Simeonidis, PhD, MBA
co-CEO and co-CIO, Managing Partner of Ally Bridge Group (ABG) President and Portfolio Manager of ABG Public Equity Strategy was a partner at Sarissa for four years. Google or see Linked in.

Safe to say this is Alex Denner at work.
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JRoon71

11/14/22 1:39 PM

#393562 RE: Number sleven #393544

I posted an update last week...here's anew one including Ally and a few others in this one:

Just a little update on 13f's, as we await the filing deadline next week...

Of those who have filed, these are the meaningful swings:

Woodline +8.7M
Ally Brideg +6.3M
Kynam +2.7M
ExodusPoint Capital +2M
SCP +1.5M

TwoSigma +830K
TwoSigma +438K (two entries)
Alphacentric +500K
Amundi +400K

Clearbridge -4.6M
Acadian -1.4M
Eversept -1.3M
Van Eck -1M

Longitude -350K
NY State Pension - 225K
Private Advisor Group -480K