13F HOLDINGS REPORT
Sarissa Capital Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000899140-26-000256
Total Value
$222.9M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INNOVIVA INC | INVA | 2,816,022 | $56.3M | 25.25% |
| 2 | IRONWOOD PHARMACEUTICALS INC | IRWD | 15,919,435 | $53.6M | 24.07% |
| 3 | NEUROCRINE BIOSCIENCES INC | NBIX | 303,151 | $43.0M | 19.29% |
| 4 | CYTOKINETICS INC | CYTK | 396,357 | $25.2M | 11.30% |
| 5 | AMARIN CORP PLC | AMRN | 1,673,395 | $23.4M | 10.48% |
| 6 | LANTHEUS HLDGS INC | LNTH | 181,450 | $12.1M | 5.42% |
| 7 | BIOHAVEN LTD | BHVN | 513,184 | $5.8M | 2.60% |
| 8 | REGENERON PHARMACEUTICALS | REGN | 4,190 | $3.2M | 1.45% |
| 9 | VOR BIOPHARMA INC | VOR | 25,399 | $332,219 | 0.15% |