Abingworth LLP Buys 2, Sells 3 in 3rd Quarter

Abingworth LLP recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

38 Jermyn Street London, X0 SW1Y 6DN

As of the latest 13F report, the guru’s equity portfolio contained 19 stocks valued at a total of $292.00Mil. The top holdings were PCVX(34.21%), VERA(21.57%), and HLVX(10.74%).

According to GuruFocus data, these were Abingworth LLP’s top five trades of the quarter.

Sierra Oncology Inc


The guru sold out of their 1,314,127-share investment in NAS:SRRA. Previously, the stock had a 23.14% weight in the equity portfolio. Shares traded for an average price of $54.99 during the quarter.

On 11/11/2022, Sierra Oncology Inc traded for a price of $54.99 per share and a market cap of $1.34Bil. The stock has returned 178.71% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, Sierra Oncology Inc has a price-book ratio of 5.00 and a EV-to-Ebitda ratio of -10.50.

Ocugen Inc


The guru sold out of their 7,111-share investment in NAS:OCGN. Previously, the stock had a 0.01% weight in the equity portfolio. Shares traded for an average price of $2.49 during the quarter.

On 11/11/2022, Ocugen Inc traded for a price of $1.71 per share and a market cap of $374.30Mil. The stock has returned -79.95% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, Ocugen Inc has a price-book ratio of 3.89 and a EV-to-Ebitda ratio of -2.89.

HilleVax Inc


The guru established a new position worth 1,838,486 shares in NAS:HLVX, giving the stock a 6.38% weight in the equity portfolio. Shares traded for an average price of $11.87 during the quarter.

On 11/11/2022, HilleVax Inc traded for a price of $20.88 per share and a market cap of $697.96Mil. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, HilleVax Inc has a price-book ratio of 2.16 and a EV-to-Ebitda ratio of -3.49.

Sientra Inc


Abingworth LLP reduced their investment in NAS:SIEN by 676,238 shares. The trade had a 0.42% impact on the equity portfolio. During the quarter, the stock traded for an average price of $1.38.

On 11/11/2022, Sientra Inc traded for a price of $0.2086 per share and a market cap of $17.47Mil. The stock has returned -96.06% over the past year.

GuruFocus gives the company a financial strength rating of 2 out of 10 and a profitability rating of 2 out of 10.

In terms of valuation, Sientra Inc has a price-book ratio of 1.49, a EV-to-Ebitda ratio of -7.65 and a price-sales ratio of 0.16.

The price-to-GF Value ratio is 0.04, earning the stock a GF Value rank of 2.

Exicure Inc


During the quarter, Abingworth LLP bought 49,070 shares of NAS:XCUR for a total holding of 281,636. The trade had a 0.03% impact on the equity portfolio. During the quarter, the stock traded for an average price of $4.23.

On 11/11/2022, Exicure Inc traded for a price of $1.14 per share and a market cap of $5.66Mil. The stock has returned -96.45% over the past year.

GuruFocus gives the company a financial strength rating of 2 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, Exicure Inc has a price-book ratio of 4.96, a EV-to-Ebitda ratio of 0.17 and a price-sales ratio of 1.76.

The price-to-GF Value ratio is 0.05, earning the stock a GF Value rank of 2.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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