Q3 2025 · 13F-HR
Sarissa Capital Management LPholdings as filed
Filed 2025-11-14 · accession 0000899140-25-001320
$180.4M
Reported value
8
Positions
2025-09-30
Period end
The Brief · Sarissa Capital Management LP · Q3 2025
AI · grounded in 13F
Sarissa Capital Management LP established a new position in INVA valued at $51.4M. The fund also initiated new stakes in NBIX for $42.6M and CYTK for $32.3M. Additional new positions include IRWD at $20.9M, AMRN at $20.4M, and LNTH at $9.3M. The fund ended the period with 8 positions and total AUM of $180.4M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45781M101 | INVA | INNOVIVA INC | $51.4M | 28.5% | 2,816,022 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $42.6M | 23.6% | 303,151 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $32.3M | 17.9% | 588,357 | Common | SOLE |
| 46333X108 | IRWD | IRONWOOD PHARMACEUTICALS INC | $20.9M | 11.6% | 15,919,435 | Common | SOLE |
| 023111404 | AMRN | AMARIN CORP PLC | $20.4M | 11.3% | 1,242,527 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $9.3M | 5.16% | 181,450 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $2.4M | 1.31% | 4,190 | Common | SOLE |
| 929033207 | VOR | VOR BIOPHARMA INC | $1.2M | 0.69% | 25,399 | 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.