Sarissa Capital Management LP Long-Term Concentrated

Location: Greenwich, CT

CIK: 0001577524 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $223M (100.0% shares, 0.0% debt)

Holdings (9)

INVA INNOVIVA INC 25.3%

Value $56.29M Shares 2,816,022 Est. Cost $13.02 Unrealized +50.0%

IRWD IRONWOOD PHARMACEUTICALS INC 24.1%

Value $53.65M Shares 15,919,435 Est. Cost $11.52 Unrealized -77.5%

NBIX NEUROCRINE BIOSCIENCES INC 19.3%

Value $43M Shares 303,151 Est. Cost $108.95 Unrealized +33.0%

CYTK CYTOKINETICS INC 11.3%

Value $25.18M Shares 396,357 Est. Cost $64.95 Unrealized -4.2%

AMRN AMARIN CORP PLC 10.5%

Value $23.35M Shares 1,673,395 Est. Cost $15.64 Unrealized —

LNTH LANTHEUS HLDGS INC 5.4%

Value $12.08M Shares 181,450 Est. Cost $81.14 Unrealized -28.3%

BHVN BIOHAVEN LTD 2.6%

Value $5.794M Shares 513,184 Est. Cost $12.39 Unrealized 0.0%

REGN REGENERON PHARMACEUTICALS 1.5%

Value $3.234M Shares 4,190 Est. Cost $564.28 Unrealized +20.3%

VOR VOR BIOPHARMA INC 0.1%

Value $332K Shares 25,399 Est. Cost $40.21 Unrealized -53.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
INVA	INNOVIVA INC	2,816,022	$56.29M	25.3%	$13.02	+50.0%	COM	45781M101
IRWD	IRONWOOD PHARMACEUTICALS INC	15,919,435	$53.65M	24.1%	$11.52	-77.5%	COM CL A	46333X108
NBIX	NEUROCRINE BIOSCIENCES INC	303,151	$43M	19.3%	$108.95	+33.0%	COM	64125C109
CYTK	CYTOKINETICS INC	396,357	$25.18M	11.3%	$64.95	-4.2%	COM NEW	23282W605
AMRN	AMARIN CORP PLC	1,673,395	$23.35M	10.5%	$15.64	—	SPONSORED ADR	023111404
LNTH	LANTHEUS HLDGS INC	181,450	$12.08M	5.4%	$81.14	-28.3%	COM	516544103
BHVN	BIOHAVEN LTD	513,184	$5.794M	2.6%	$12.39	0.0%	COM	G1110E107
REGN	REGENERON PHARMACEUTICALS	4,190	$3.234M	1.5%	$564.28	+20.3%	COM	75886F107
VOR	VOR BIOPHARMA INC	25,399	$332K	0.1%	$40.21	-53.7%	COM NEW	929033207