Sarissa Capital Management LP Long-Term Concentrated

Location: Greenwich, CT

CIK: 0001577524 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

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

Holdings (9)

INVA INNOVIVA INC 31.5%

Value $49.65M Shares 2,130,950 Est. Cost $13.02 Unrealized +61.9%

IRWD IRONWOOD PHARMACEUTICALS INC 20.5%

Value $32.25M Shares 9,188,635 Est. Cost $11.52 Unrealized -60.6%

AMRN AMARIN CORP PLC 15.4%

Value $24.2M Shares 1,673,395 Est. Cost $15.64 Unrealized —

NBIX NEUROCRINE BIOSCIENCES INC 9.7%

Value $15.35M Shares 116,533 Est. Cost $108.95 Unrealized +23.3%

CYTK CYTOKINETICS INC 9.6%

Value $15.07M Shares 228,623 Est. Cost $64.95 Unrealized -0.8%

LNTH LANTHEUS HLDGS INC 8.0%

Value $12.66M Shares 166,919 Est. Cost $81.14 Unrealized -15.6%

BHVN BIOHAVEN LTD 3.0%

Value $4.765M Shares 563,184 Est. Cost $12.33 Unrealized -4.7%

REGN REGENERON PHARMACEUTICALS 2.1%

Value $3.237M Shares 4,190 Est. Cost $564.28 Unrealized +36.3%

VOR VOR BIOPHARMA INC 0.3%

Value $453K Shares 25,399 Est. Cost $40.21 Unrealized -65.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
INVA	INNOVIVA INC	2,130,950	$49.65M	31.5%	$13.02	+61.9%	COM	45781M101
IRWD	IRONWOOD PHARMACEUTICALS INC	9,188,635	$32.25M	20.5%	$11.52	-60.6%	COM CL A	46333X108
AMRN	AMARIN CORP PLC	1,673,395	$24.2M	15.4%	$15.64	—	SPONSORED ADR	023111404
NBIX	NEUROCRINE BIOSCIENCES INC	116,533	$15.35M	9.7%	$108.95	+23.3%	COM	64125C109
CYTK	CYTOKINETICS INC	228,623	$15.07M	9.6%	$64.95	-0.8%	COM NEW	23282W605
LNTH	LANTHEUS HLDGS INC	166,919	$12.66M	8.0%	$81.14	-15.6%	COM	516544103
BHVN	BIOHAVEN LTD	563,184	$4.765M	3.0%	$12.33	-4.7%	COM	G1110E107
REGN	REGENERON PHARMACEUTICALS	4,190	$3.237M	2.1%	$564.28	+36.3%	COM	75886F107
VOR	VOR BIOPHARMA INC	25,399	$453K	0.3%	$40.21	-65.2%	COM NEW	929033207