Sarissa Capital Management LP

GREENWICH, CT · CIK 1577524 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$177.9m reported value +12.8% vs Q1 2026

10positions

100.0%in top 10

1 new 1 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INNOVIVA INC COM INVA	INVA	1,890,604	$42.9m24.14%	24.14%	Reduced -240.3k	-240,346 -11.3%
2	IRONWOOD PHARMACEUTICALS INC COM CL A IRWD	IRWD	9,188,635	$38.7m21.75%	21.75%	Unchanged
3	AMARIN CORP PLC SPONSORED ADR AMRN	AMRN	1,673,395	$26.7m15.00%	15.00%	Unchanged
4	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	116,533	$19.6m11.04%	11.04%	Unchanged
5	CYTOKINETICS INC COM NEW CYTK	CYTK	228,623	$19.5m10.95%	10.95%	Unchanged
6	LANTHEUS HLDGS INC COM LNTH	LNTH	166,919	$18.5m10.41%	10.41%	Unchanged
7	BIOHAVEN LTD COM BHVN	BHVN	582,312	$8.7m4.87%	4.87%	Added +19.1k	+19,128 3.4%
8	REGENERON PHARMACEUTICALS COM REGN	REGN	4,190	$2.6m1.47%	1.47%	Unchanged
9	VOR BIOPHARMA INC COM NEW VOR	VOR	25,399	$467.6k0.26%	0.26%	Unchanged
10	BIOGEN INC COM BIIB	BIIB	950	$205.3k0.12%	0.12%	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
AMARIN CORP PLC 13D · filed 2026-08-27		6.1%	-2.0 pts	13D	2026-08-27
IRONWOOD PHARMACEUTICALS INC IRWD · 13D · filed 2026-03-19	IRWD	5.8%≈ $39.8m		13D	2026-03-19