13F HOLDINGS REPORT
Sarissa Capital Management LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000899140-24-000887
Total Value
$592.4M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BIOGEN INC | BIIB | 643,000 | $149.1M | 25.16% |
| 2 | INNOVIVA INC | INVA | 7,277,000 | $119.3M | 20.14% |
| 3 | IRONWOOD PHARMACEUTICALS INC | IRWD | 16,390,000 | $106.9M | 18.04% |
| 4 | GILEAD SCIENCES INC | GILD | 1,103,282 | $75.7M | 12.78% |
| 5 | CYTOKINETICS INC | CYTK | 1,110,000 | $60.1M | 10.15% |
| 6 | NEUROCRINE BIOSCIENCES INC | NBIX | 410,483 | $56.5M | 9.54% |
| 7 | AMARIN CORP PLC | AMRN | 24,850,623 | $17.1M | 2.89% |
| 8 | BIOCRYST PHARMACEUTICALS INC | BCRX | 1,094,168 | $6.8M | 1.14% |
| 9 | VOR BIOPHARMA INC | VOR | 618,000 | $618,000 | 0.10% |
| 10 | REGULUS THERAPEUTICS INC | 75915K309 | 185,183 | $330,552 | 0.06% |