13F HOLDINGS REPORT
Sarissa Capital Management LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000899140-23-001108
Total Value
$742.4M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALKERMES PLC | ALKS | 7,042,200 | $197.3M | 26.57% |
| 2 | BIOGEN INC | BIIB | 643,000 | $165.3M | 22.26% |
| 3 | IRONWOOD PHARMACEUTICALS INC | IRWD | 16,390,000 | $157.8M | 21.26% |
| 4 | INNOVIVA INC | INVA | 7,277,000 | $94.5M | 12.73% |
| 5 | GILEAD SCIENCES INC | GILD | 920,400 | $69.0M | 9.29% |
| 6 | NEUROCRINE BIOSCIENCES INC | NBIX | 366,000 | $41.2M | 5.55% |
| 7 | AMARIN CORP PLC | AMRN | 10,442,453 | $9.6M | 1.29% |
| 8 | BIOCRYST PHARMACEUTICALS INC | BCRX | 775,000 | $5.5M | 0.74% |
| 9 | VOR BIOPHARMA INC | VOR | 618,000 | $1.3M | 0.18% |
| 10 | MERSANA THERAPEUTICS INC | 59045L106 | 550,000 | $698,500 | 0.09% |
| 11 | REGULUS THERAPEUTICS INC | 75915K309 | 185,183 | $253,701 | 0.03% |