13F HOLDINGS REPORT
Sarissa Capital Management LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000899140-23-000886
Total Value
$1.00B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALKERMES PLC | ALKS | 14,040,000 | $439.5M | 43.75% |
| 2 | BIOGEN INC | BIIB | 643,000 | $183.2M | 18.23% |
| 3 | IRONWOOD PHARMACEUTICALS INC | IRWD | 16,390,000 | $174.4M | 17.36% |
| 4 | INNOVIVA INC | INVA | 7,277,000 | $92.6M | 9.22% |
| 5 | GILEAD SCIENCES INC | GILD | 920,400 | $70.9M | 7.06% |
| 6 | NEUROCRINE BIOSCIENCES INC | NBIX | 231,300 | $21.8M | 2.17% |
| 7 | MERSANA THERAPEUTICS INC | 59045L106 | 2,632,900 | $8.7M | 0.86% |
| 8 | AMARIN CORP PLC | AMRN | 4,910,000 | $5.8M | 0.58% |
| 9 | BIOCRYST PHARMACEUTICALS INC | BCRX | 775,000 | $5.5M | 0.54% |
| 10 | VOR BIOPHARMA INC | VOR | 618,000 | $1.9M | 0.19% |
| 11 | REGULUS THERAPEUTICS INC | 75915K309 | 185,183 | $272,219 | 0.03% |