Sarissa Capital Management LP Long-Term Concentrated

CIK: 0001577524 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $154,710 (100.0% shares, 0.0% debt)

Holdings (7)

INVA INNOVIVA INC 33.0%

Value ($000) $51,054 Shares 2,816,022 Est. Cost $13.02 Unrealized +37.7%

NBIX NEUROCRINE BIOSCIENCES INC 22.1%

Value ($000) $34,188 Shares 309,116 Est. Cost $108.95 Unrealized +16.3%

CYTK CYTOKINETICS INC 15.6%

Value ($000) $24,114 Shares 600,000 Est. Cost $64.95 Unrealized -29.2%

IRWD IRONWOOD PHARMACEUTICALS INC 15.6%

Value ($000) $24,093 Shares 16,390,000 Est. Cost $11.52 Unrealized -79.3%

— AMARIN CORP PLC 7.2%

Value ($000) $11,136 Shares 24,850,623 Est. Cost $1.48 Unrealized —

LNTH LANTHEUS HLDGS INC 6.3%

Value ($000) $9,760 Shares 100,000 Est. Cost $97.65 Unrealized -4.2%

— VOR BIOPHARMA INC 0.2%

Value ($000) $365 Shares 508,016 Est. Cost $43.10 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
INVA	INNOVIVA INC	2,816,022	$51,054	33.0%	$13.02	+37.7%	COM	45781M101
NBIX	NEUROCRINE BIOSCIENCES INC	309,116	$34,188	22.1%	$108.95	+16.3%	COM	64125C109
CYTK	CYTOKINETICS INC	600,000	$24,114	15.6%	$64.95	-29.2%	COM NEW	23282W605
IRWD	IRONWOOD PHARMACEUTICALS INC	16,390,000	$24,093	15.6%	$11.52	-79.3%	COM CL A	46333X108
—	AMARIN CORP PLC	24,850,623	$11,136	7.2%	$1.48	—	SPONS ADR NEW	023111206
LNTH	LANTHEUS HLDGS INC	100,000	$9,760	6.3%	$97.65	-4.2%	COM	516544103
—	VOR BIOPHARMA INC	508,016	$365	0.2%	$43.10	—	COM	929033108