Sarissa Capital Management LP Long-Term Concentrated

Location: Greenwich, CT

CIK: 0001577524 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $178M (100.0% shares, 0.0% debt)

Holdings (10)

New Positions (1)

BIIB BIOGEN INC 0.1%

Value $205K Shares 950 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BIIB	BIOGEN INC	950	$205K	0.1%	—	—	COM	09062X103

Increased Positions (1)

BHVN BIOHAVEN LTD 4.9%

Value $8.665M (+81.9%) Shares 582,312 (+3.4%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BHVN	BIOHAVEN LTD	582,312 (+3.4%)	$8.665M (+81.9%)	4.9%	—	—	COM	G1110E107

Decreased Positions (1)

INVA INNOVIVA INC 24.1%

Value $42.94M (-13.5%) Shares 1,890,604 (-11.3%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
INVA	INNOVIVA INC	1,890,604 (-11.3%)	$42.94M (-13.5%)	24.1%	—	—	COM	45781M101

Unchanged Positions (7)

IRWD IRONWOOD PHARMACEUTICALS INC 21.7%

Value $38.68M Shares 9,188,635 Est. Cost — Unrealized —

LNTH LANTHEUS HLDGS INC 10.4%

Value $18.52M Shares 166,919 Est. Cost — Unrealized —

CYTK CYTOKINETICS INC 10.9%

Value $19.48M Shares 228,623 Est. Cost — Unrealized —

NBIX NEUROCRINE BIOSCIENCES INC 11.0%

Value $19.64M Shares 116,533 Est. Cost — Unrealized —

AMRN AMARIN CORP PLC 15.0%

Value $26.67M Shares 1,673,395 Est. Cost — Unrealized —

REGN REGENERON PHARMACEUTICALS 1.5%

Value $2.613M Shares 4,190 Est. Cost — Unrealized —

VOR VOR BIOPHARMA INC 0.3%

Value $468K Shares 25,399 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IRWD	IRONWOOD PHARMACEUTICALS INC	9,188,635	$38.68M	21.7%	—	—	COM CL A	46333X108
LNTH	LANTHEUS HLDGS INC	166,919	$18.52M	10.4%	—	—	COM	516544103
CYTK	CYTOKINETICS INC	228,623	$19.48M	10.9%	—	—	COM NEW	23282W605
NBIX	NEUROCRINE BIOSCIENCES INC	116,533	$19.64M	11.0%	—	—	COM	64125C109
AMRN	AMARIN CORP PLC	1,673,395	$26.67M	15.0%	—	—	SPONSORED ADR	023111404
REGN	REGENERON PHARMACEUTICALS	4,190	$2.613M	1.5%	—	—	COM	75886F107
VOR	VOR BIOPHARMA INC	25,399	$468K	0.3%	—	—	COM NEW	929033207