Jazz Pharmaceuticals Stock Discussion

🎯 Ph 2 readouts in Q2 2024...
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$Nuvation Bio (NUVB.US)$  Phase 2
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$Purple Biotech (PPBT.US)$  Phase 2
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$Medicenna Therapeutics (MDNAF.US)$  Phase 2b
$Affimed NV (AFMD.US)$  Phase 2
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Seth Klarman’s 13F portfolio value decreased from $6.13B to $5.85B this quarter.
Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com.
The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio.
New Stakes:
$Skyworks Solutions (SWKS.US)$ and $Jazz Pharmaceuticals (JAZZ.US)$
Stake Disposals:
$Meta Platforms (META.US)$
...