Sarissa Capital Management LP Long-Term Concentrated

Location: GREENWICH, CT

CIK: 0001577524 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $158M (100.0% shares, 0.0% debt)

Holdings (9)

Increased Positions (1)

BHVN BIOHAVEN LTD 3.0%

Value $4.765M (-17.8%) Shares 563,184 (+9.7%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BHVN	BIOHAVEN LTD	563,184 (+9.7%)	$4.765M (-17.8%)	3.0%	—	—	COM	G1110E107

Decreased Positions (5)

NBIX NEUROCRINE BIOSCIENCES INC 9.7%

Value $15.35M (-64.3%) Shares 116,533 (-61.6%) Est. Cost — Unrealized —

IRWD IRONWOOD PHARMACEUTICALS INC 20.5%

Value $32.25M (-39.9%) Shares 9,188,635 (-42.3%) Est. Cost — Unrealized —

CYTK CYTOKINETICS INC 9.6%

Value $15.07M (-40.2%) Shares 228,623 (-42.3%) Est. Cost — Unrealized —

INVA INNOVIVA INC 31.5%

Value $49.65M (-11.8%) Shares 2,130,950 (-24.3%) Est. Cost — Unrealized —

LNTH LANTHEUS HLDGS INC 8.0%

Value $12.66M (+4.8%) Shares 166,919 (-8.0%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NBIX	NEUROCRINE BIOSCIENCES INC	116,533 (-61.6%)	$15.35M (-64.3%)	9.7%	—	—	COM	64125C109
IRWD	IRONWOOD PHARMACEUTICALS INC	9,188,635 (-42.3%)	$32.25M (-39.9%)	20.5%	—	—	COM CL A	46333X108
CYTK	CYTOKINETICS INC	228,623 (-42.3%)	$15.07M (-40.2%)	9.6%	—	—	COM NEW	23282W605
INVA	INNOVIVA INC	2,130,950 (-24.3%)	$49.65M (-11.8%)	31.5%	—	—	COM	45781M101
LNTH	LANTHEUS HLDGS INC	166,919 (-8.0%)	$12.66M (+4.8%)	8.0%	—	—	COM	516544103

Unchanged Positions (3)

AMRN AMARIN CORP PLC 15.4%

Value $24.2M Shares 1,673,395 Est. Cost — Unrealized —

VOR VOR BIOPHARMA INC 0.3%

Value $453K Shares 25,399 Est. Cost — Unrealized —

REGN REGENERON PHARMACEUTICALS 2.1%

Value $3.237M Shares 4,190 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMRN	AMARIN CORP PLC	1,673,395	$24.2M	15.4%	—	—	SPONSORED ADR	023111404
VOR	VOR BIOPHARMA INC	25,399	$453K	0.3%	—	—	COM NEW	929033207
REGN	REGENERON PHARMACEUTICALS	4,190	$3.237M	2.1%	—	—	COM	75886F107