Sarissa Capital Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMARIN CORP PLC | 1,673,395 | 1,673,395 | 0 | 23,352,227 | 24,197,292 | 15.35% | +845,065 |
| LANTHEUS HLDGS INC(LNTH) | 181,450 | 166,919 | -14,531 | 12,075,498 | 12,660,806 | 8.03% | +585,308 |
| VOR BIOPHARMA INC | 25,399 | 25,399 | 0 | 332,219 | 453,118 | 0.29% | +120,899 |
| REGENERON PHARMACEUTICALS(REGN) | 4,190 | 4,190 | 0 | 3,234,135 | 3,237,362 | 2.05% | +3,227 |
| BIOHAVEN LTD(BHVN) | 513,184 | 563,184 | +50,000 | 5,793,847 | 4,764,537 | 3.02% | -1,029,310 |
| INNOVIVA INC(INVA) | 2,816,022 | 2,130,950 | -685,072 | 56,292,280 | 49,651,135 | 31.50% | -6,641,145 |
| CYTOKINETICS INC(CYTK) | 396,357 | 228,623 | -167,734 | 25,184,524 | 15,068,542 | 9.56% | -10,115,982 |
| IRONWOOD PHARMACEUTICALS INC | 15,919,435 | 9,188,635 | -6,730,800 | 53,648,496 | 32,252,109 | 20.46% | -21,396,387 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 303,151 | 116,533 | -186,618 | 42,995,906 | 15,352,057 | 9.74% | -27,643,849 |