Sarissa Capital Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CYTOKINETICS INC(CYTK) | 588,357 | 588,357 | 0 | 19,439,315 | 32,336,101 | 17.93% | +12,896,786 |
| IRONWOOD PHARMACEUTICALS INC | 15,919,435 | 15,919,435 | 0 | 11,417,419 | 20,854,460 | 11.56% | +9,437,041 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 303,151 | 303,151 | 0 | 38,103,049 | 42,556,337 | 23.59% | +4,453,288 |
| REGENERON PHARMACEUTICALS(REGN) | 0 | 4,190 | +4,190 | 0 | 2,355,911 | 1.31% | +2,355,911 |
| LANTHEUS HLDGS INC(LNTH) | 96,251 | 181,450 | +85,199 | 7,879,107 | 9,306,571 | 5.16% | +1,427,464 |
| VOR BIOPHARMA INC(VOR) | 0 | 25,399 | +25,399 | 0 | 1,237,439 | 0.69% | +1,237,439 |
| AMARIN CORP PLC | 1,242,527 | 1,242,527 | 0 | 20,153,788 | 20,352,592 | 11.28% | +198,804 |
| VOR BIOPHARMA INC(VOR) | 508,016 | 0 | -508,016 | 822,986 | 0 | — | -822,986 |
| INNOVIVA INC(INVA) | 2,816,022 | 2,816,022 | 0 | 56,573,882 | 51,392,402 | 28.49% | -5,181,480 |