Q2 2025 · 13F-HR
Sarissa Capital Management LPholdings as filed
Filed 2025-08-14 · accession 0000899140-25-000986
$154.4M
Reported value
7
Positions
2025-06-30
Period end
The Brief · Sarissa Capital Management LP · Q2 2025
AI · grounded in 13F
Sarissa Capital Management LP established a new position in INVA valued at $56.6M. The fund also initiated new stakes in NBIX for $38.1M and AMRN for $20.2M. Additional new positions include CYTK, IRWD, and LNTH.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45781M101 | INVA | INNOVIVA INC | $56.6M | 36.6% | 2,816,022 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $38.1M | 24.7% | 303,151 | Common | SOLE |
| 023111404 | AMRN | AMARIN CORP PLC | $20.2M | 13.1% | 1,242,527 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $19.4M | 12.6% | 588,357 | Common | SOLE |
| 46333X108 | IRWD | IRONWOOD PHARMACEUTICALS INC | $11.4M | 7.40% | 15,919,435 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $7.9M | 5.10% | 96,251 | Common | SOLE |
| 929033108 | VOR | VOR BIOPHARMA INC | $822,986 | 0.53% | 508,016 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.