Darwin Global Management, Ltd. Buys Pfizer Inc, AstraZeneca PLC, Enanta Pharmaceuticals Inc, Sells , BridgeBio Pharma Inc, Fate Therapeutics Inc

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Feb 19, 2022
Investment company Darwin Global Management, Ltd. (Current Portfolio) buys Pfizer Inc, AstraZeneca PLC, Enanta Pharmaceuticals Inc, Keros Therapeutics Inc, ChemoCentryx Inc, sells , BridgeBio Pharma Inc, Fate Therapeutics Inc, BioNTech SE, Adagio Therapeutics Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Darwin Global Management, Ltd.. As of 2021Q4, Darwin Global Management, Ltd. owns 13 stocks with a total value of $655 million. These are the details of the buys and sells.

For the details of Darwin Global Management, Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/darwin+global+management%2C+ltd./current-portfolio/portfolio

These are the top 5 holdings of Darwin Global Management, Ltd.
  1. Pfizer Inc (PFE) - 7,697,762 shares, 69.44% of the total portfolio. New Position
  2. Intellia Therapeutics Inc (NTLA) - 605,587 shares, 10.94% of the total portfolio. Shares reduced by 19.47%
  3. AstraZeneca PLC (AZN) - 511,908 shares, 4.56% of the total portfolio. New Position
  4. Inhibrx Inc (INBX) - 591,975 shares, 3.95% of the total portfolio. Shares added by 9.10%
  5. BioNTech SE (BNTX) - 90,057 shares, 3.55% of the total portfolio. Shares reduced by 32.25%
New Purchase: Pfizer Inc (PFE)

Darwin Global Management, Ltd. initiated holding in Pfizer Inc. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $48.530000. The impact to a portfolio due to this purchase was 69.44%. The holding were 7,697,762 shares as of 2021-12-31.

New Purchase: AstraZeneca PLC (AZN)

Darwin Global Management, Ltd. initiated holding in AstraZeneca PLC. The purchase prices were between $54.02 and $63.83, with an estimated average price of $58.76. The stock is now traded at around $59.860000. The impact to a portfolio due to this purchase was 4.56%. The holding were 511,908 shares as of 2021-12-31.

New Purchase: Enanta Pharmaceuticals Inc (ENTA)

Darwin Global Management, Ltd. initiated holding in Enanta Pharmaceuticals Inc. The purchase prices were between $60.19 and $97.37, with an estimated average price of $78.84. The stock is now traded at around $64.390000. The impact to a portfolio due to this purchase was 1.9%. The holding were 166,190 shares as of 2021-12-31.

New Purchase: Keros Therapeutics Inc (KROS)

Darwin Global Management, Ltd. initiated holding in Keros Therapeutics Inc. The purchase prices were between $36.95 and $62.89, with an estimated average price of $50.29. The stock is now traded at around $52.090000. The impact to a portfolio due to this purchase was 1%. The holding were 111,500 shares as of 2021-12-31.

New Purchase: ChemoCentryx Inc (CCXI)

Darwin Global Management, Ltd. initiated holding in ChemoCentryx Inc. The purchase prices were between $18.51 and $40.5, with an estimated average price of $35.46. The stock is now traded at around $30.070000. The impact to a portfolio due to this purchase was 0.9%. The holding were 161,802 shares as of 2021-12-31.

Added: Fulcrum Therapeutics Inc (FULC)

Darwin Global Management, Ltd. added to a holding in Fulcrum Therapeutics Inc by 833.69%. The purchase prices were between $14 and $28.44, with an estimated average price of $19.58. The stock is now traded at around $10.210000. The impact to a portfolio due to this purchase was 0.77%. The holding were 317,428 shares as of 2021-12-31.

Added: Vir Biotechnology Inc (VIR)

Darwin Global Management, Ltd. added to a holding in Vir Biotechnology Inc by 221.87%. The purchase prices were between $30.97 and $54.03, with an estimated average price of $39.18. The stock is now traded at around $30.130000. The impact to a portfolio due to this purchase was 0.64%. The holding were 145,841 shares as of 2021-12-31.

Added: Aclaris Therapeutics Inc (ACRS)

Darwin Global Management, Ltd. added to a holding in Aclaris Therapeutics Inc by 35.60%. The purchase prices were between $12.27 and $18.49, with an estimated average price of $15.09. The stock is now traded at around $13.260000. The impact to a portfolio due to this purchase was 0.13%. The holding were 216,143 shares as of 2021-12-31.

Sold Out: (XLRN)

Darwin Global Management, Ltd. sold out a holding in . The sale prices were between $172.08 and $179.68, with an estimated average price of $174.41.

Sold Out: BridgeBio Pharma Inc (BBIO)

Darwin Global Management, Ltd. sold out a holding in BridgeBio Pharma Inc. The sale prices were between $11.38 and $53.41, with an estimated average price of $42.17.

Sold Out: Adagio Therapeutics Inc (ADGI)

Darwin Global Management, Ltd. sold out a holding in Adagio Therapeutics Inc. The sale prices were between $6.35 and $47.04, with an estimated average price of $25.59.

Sold Out: Aerovate Therapeutics Inc (AVTE)

Darwin Global Management, Ltd. sold out a holding in Aerovate Therapeutics Inc. The sale prices were between $9.14 and $21.54, with an estimated average price of $14.31.



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