MPM ASSET MANAGEMENT LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
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.
THE JOHN HANCOCK TOWER BOSTON, MA 02116
As of the latest 13F report, the guru’s equity portfolio contained 9 stocks valued at a total of $239.00Mil. The top holdings were TRDA(25.04%), DYN(24.01%), and ITOS(22.38%).
According to GuruFocus data, these were MPM ASSET MANAGEMENT LLC’s top five trades of the quarter.
Rhythm Pharmaceuticals Inc
The guru sold out of their 909,258-share investment in NAS:RYTM. Previously, the stock had a 1.59% weight in the equity portfolio. Shares traded for an average price of $18.6 during the quarter.
On 02/18/2023, Rhythm Pharmaceuticals Inc traded for a price of $26.6 per share and a market cap of $1.50Bil. The stock has returned 245.45% 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, Rhythm Pharmaceuticals Inc has a price-book ratio of 5.28, a EV-to-Ebitda ratio of -3.87 and a price-sales ratio of 79.37.
ITeos Therapeutics Inc
MPM ASSET MANAGEMENT LLC reduced their investment in NAS:ITOS by 146,685 shares. The trade had a 1.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $36.35.
On 02/18/2023, ITeos Therapeutics Inc traded for a price of $18.74 per share and a market cap of $666.68Mil. The stock has returned -43.81% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 3 out of 10.
In terms of valuation, ITeos Therapeutics Inc has a price-earnings ratio of 2.72, a price-book ratio of 1.05, a EV-to-Ebitda ratio of -0.33 and a price-sales ratio of 1.59.
Entrada Therapeutics Inc
The guru established a new position worth 4,425,784 shares in NAS:TRDA, giving the stock a 16.37% weight in the equity portfolio. Shares traded for an average price of $24.15 during the quarter.
On 02/18/2023, Entrada Therapeutics Inc traded for a price of $11.06 per share and a market cap of $365.25Mil. The stock has returned -22.66% 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, Entrada Therapeutics Inc has a price-book ratio of 1.48 and a EV-to-Ebitda ratio of -1.46.
Amryt Pharma PLC
The guru established a new position worth 2,668,845 shares in NAS:AMYT, giving the stock a 7.45% weight in the equity portfolio. Shares traded for an average price of $11.29 during the quarter.
On 02/18/2023, Amryt Pharma PLC traded for a price of $14.63 per share and a market cap of $931.82Mil. The stock has returned 62.20% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Amryt Pharma PLC has a price-book ratio of 1.59, a EV-to-Ebitda ratio of 12.03 and a price-sales ratio of 2.33.
The price-to-GF Value ratio is 0.86, earning the stock a GF Value rank of 7.
Chiasma Inc
The guru sold out of their 5,736,296-share investment in NAS:CHMA. Previously, the stock had a 5.04% weight in the equity portfolio. Shares traded for an average price of $4.31 during the quarter.
On 02/18/2023, Chiasma Inc traded for a price of $3.76 per share and a market cap of $237.81Mil. The stock has returned -20.51% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Chiasma Inc has a price-book ratio of 3.47, a EV-to-Ebitda ratio of -1.72 and a price-sales ratio of 78.33.
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.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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