Sarissa Capital Management LP Long-Term Concentrated

CIK: 0001577524 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $571,629 (100.0% shares, 0.0% debt)

Holdings (10)

IRWD IRONWOOD PHARMACEUTICALS INC 25.0%
Value ($000) $142,757 Shares 16,390,000 Est. Cost $11.52 Unrealized +5.4%
BIIB BIOGEN INC 24.3%
Value ($000) $138,650 Shares 643,000 Est. Cost $278.12 Unrealized -15.8%
INVA INNOVIVA INC 19.4%
Value ($000) $110,901 Shares 7,277,000 Est. Cost $13.02 Unrealized +20.7%
GILD GILEAD SCIENCES INC 14.1%
Value ($000) $80,815 Shares 1,103,282 Est. Cost $58.12 Unrealized +23.9%
NBIX NEUROCRINE BIOSCIENCES INC 8.4%
Value ($000) $47,779 Shares 346,426 Est. Cost $103.73 Unrealized +31.7%
— AMARIN CORP PLC 3.9%
Value ($000) $22,137 Shares 24,850,623 Est. Cost $1.48 Unrealized —
CYTK CYTOKINETICS INC 3.7%
Value ($000) $21,033 Shares 300,000 Est. Cost $77.34 Unrealized 0.0%
BCRX BIOCRYST PHARMACEUTICALS INC 1.0%
Value ($000) $5,558 Shares 1,094,168 Est. Cost $5.10 Unrealized +10.2%
— VOR BIOPHARMA INC 0.3%
Value ($000) $1,465 Shares 618,000 Est. Cost $43.10 Unrealized —
— REGULUS THERAPEUTICS INC 0.1%
Value ($000) $533 Shares 185,183 Est. Cost $2.07 Unrealized —