NASDAQ · Health Care

Royalty Pharma RPRX

Royalty Pharma plc operates as a buyer of biopharmaceutical royalties and a funder of innovation in the biopharmaceutical industry in the United States. Its portfolio consists of royalties on approximately 35 marketed therapies and 20 development-stage product candidates that address various therapeutic areas, such as rare disease, oncology, neuroscience, infectious disease, hematology, and diabetes.

Biotechnology: Pharmaceutical Preparations

Company profile

Business mix

  • Its portfolio consists of royalties on approximately 35 marketed therapies and 20 development-stage product candidates that address various therapeutic areas, such as rare disease, oncology, neuroscience, infectious disease, hematology, and diabetes.
  • The company has research and development funding collaboration to advance the development of JNJ-4804, an investigational medicine for autoimmune diseases.
  • The company was founded in 1996 and is based in New York, New York.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within biotechnology?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 29.34 FCF N/A Buyback 5.11%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.8% $775.0M 2026-03-31
Dorsey Asset Management Pat Dorsey 8.7% $109.2M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 0 Last 2 13F filing periods
Net reducers 3 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $390.8M Estimated from net reduced shares
Net share change / base shares -39.1% -11,854,643 / 30,286,890
Dorsey Asset Management Pat Dorsey 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -3.9% 13F value change +$4.4M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 0.8% 13F value change +$21.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,350,449 Last 2 periods -73,879 (-3.1%) Total shares 2,276,570 Value $109.2M
Baillie Gifford legacy James Anderson 2 filing periods
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -2.1% 13F value change +$44.3M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -5.0% 13F value change +$117.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 17,372,502 Last 2 periods -1,216,825 (-7.0%) Total shares 16,155,677 Value $775.0M
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -75.4% 13F value change -$235.3M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$93.6M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 10,563,939 Last 2 periods -10,563,939 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.