Sarissa Capital Management LP Long-Term Concentrated

CIK: 0001577524 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $154,390 (100.0% shares, 0.0% debt)

Holdings (7)

INVA INNOVIVA INC 36.6%

Value ($000) $56,574 Shares 2,816,022 Est. Cost $13.02 Unrealized +47.7%

NBIX NEUROCRINE BIOSCIENCES INC 24.7%

Value ($000) $38,103 Shares 303,151 Est. Cost $108.95 Unrealized +5.3%

AMRN AMARIN CORP PLC 13.1%

Value ($000) $20,154 Shares 1,242,527 Est. Cost $16.22 Unrealized —

CYTK CYTOKINETICS INC 12.6%

Value ($000) $19,439 Shares 588,357 Est. Cost $64.95 Unrealized -46.4%

IRWD IRONWOOD PHARMACEUTICALS INC 7.4%

Value ($000) $11,417 Shares 15,919,435 Est. Cost $11.52 Unrealized -93.2%

LNTH LANTHEUS HLDGS INC 5.1%

Value ($000) $7,879 Shares 96,251 Est. Cost $97.65 Unrealized -10.1%

— VOR BIOPHARMA INC 0.5%

Value ($000) $823 Shares 508,016 Est. Cost $43.10 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
INVA	INNOVIVA INC	2,816,022	$56,574	36.6%	$13.02	+47.7%	COM	45781M101
NBIX	NEUROCRINE BIOSCIENCES INC	303,151	$38,103	24.7%	$108.95	+5.3%	COM	64125C109
AMRN	AMARIN CORP PLC	1,242,527	$20,154	13.1%	$16.22	—	SPONSORED ADR	023111404
CYTK	CYTOKINETICS INC	588,357	$19,439	12.6%	$64.95	-46.4%	COM NEW	23282W605
IRWD	IRONWOOD PHARMACEUTICALS INC	15,919,435	$11,417	7.4%	$11.52	-93.2%	COM CL A	46333X108
LNTH	LANTHEUS HLDGS INC	96,251	$7,879	5.1%	$97.65	-10.1%	COM	516544103
—	VOR BIOPHARMA INC	508,016	$823	0.5%	$43.10	—	COM	929033108