13F HOLDINGS REPORT
Sarissa Capital Management LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000899140-23-000651
Total Value
$781.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALKERMES PLC | ALKS | 8,964,640 | $252.7M | 32.32% |
| 2 | BIOGEN INC | BIIB | 643,000 | $178.8M | 22.86% |
| 3 | IRONWOOD PHARMACEUTICALS INC | IRWD | 16,390,000 | $172.4M | 22.05% |
| 4 | INNOVIVA INC | INVA | 6,614,000 | $74.4M | 9.52% |
| 5 | GILEAD SCIENCES INC | GILD | 850,000 | $70.5M | 9.02% |
| 6 | MERSANA THERAPEUTICS INC | 59045L106 | 3,800,000 | $15.6M | 2.00% |
| 7 | AMARIN CORP PLC | AMRN | 4,910,000 | $7.4M | 0.94% |
| 8 | BIOCRYST PHARMACEUTICALS INC | BCRX | 775,000 | $6.5M | 0.83% |
| 9 | VOR BIOPHARMA INC | VOR | 618,000 | $3.3M | 0.43% |
| 10 | REGULUS THERAPEUTICS INC | 75915K309 | 185,183 | $156,943 | 0.02% |
| 11 | PEAR THERAPEUTICS INC | 704723105 | 500,356 | $127,591 | 0.02% |