Sarissa Capital Management LP Long-Term Concentrated

CIK: 0001577524 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 15, 2021

Total Value ($000): $1,273,975 (100.0% shares, 0.0% debt)

Holdings (10)

ALKS ALKERMES PLC 32.0%
Value ($000) $407,489 Shares 13,213,000 Est. Cost $20.72 Unrealized +36.3%
IRWD IRONWOOD PHARMACEUTICALS INC 16.8%
Value ($000) $214,053 Shares 16,390,000 Est. Cost $11.52 Unrealized +12.2%
GILD GILEAD SCIENCES INC 16.3%
Value ($000) $207,266 Shares 2,967,300 Est. Cost $53.90 Unrealized +10.2%
BIIB BIOGEN INC 14.3%
Value ($000) $181,963 Shares 643,000 Est. Cost $278.12 Unrealized +17.8%
INVA INNOVIVA INC 8.7%
Value ($000) $110,520 Shares 6,614,000 Est. Cost $13.07 Unrealized +14.5%
BCRX BIOCRYST PHARMACEUTICALS INC 4.4%
Value ($000) $56,427 Shares 3,926,700 Est. Cost $4.60 Unrealized +242.9%
— AMARIN CORP PLC 3.4%
Value ($000) $43,350 Shares 8,500,000 Est. Cost $5.10 Unrealized —
— MERSANA THERAPEUTICS INC 3.2%
Value ($000) $40,542 Shares 4,299,297 Est. Cost $9.56 Unrealized —
— VOR BIOPHARMA INC 0.9%
Value ($000) $11,086 Shares 707,010 Est. Cost $43.10 Unrealized —
— REGULUS THERAPEUTICS INC 0.1%
Value ($000) $1,279 Shares 1,851,851 Est. Cost $1.25 Unrealized —