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Sarissa Capital Management LP13F | |
| Sarissa Capital Management LP | |
| Last update 2025-02-16 | 8 Stocks (0 new) |
| Value $323.00 Mil | Turnover 1 % |
Sarissa Capital Management LP Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INVA | Innoviva Inc | 7,277,000 | 126,255.9 | 0% | 39.110 | 0% | 11.620 | -1.71% | +5.94% | 1,153.7 | Biotechnology | |
IRWD | Ironwood Pharmaceuticals Inc | 16,390,000 | 72,607.7 | 0% | 22.490 | 0% | 10.240 | -76.32% | -80.16% | 142.2 | Drug Manufacturers | |
NBIX | Neurocrine Biosciences Inc | 309,116 | 42,194.3 | -24.69% | 13.070 | -2.90% | 0.310 | -28.89% | -22.52% | 10,463.7 | Drug Manufacturers | |
CYTK | Cytokinetics Inc | 833,799 | 39,221.9 | -24.88% | 12.150 | -3.63% | 0.710 | -20.53% | -14.26% | 4,806.8 | Biotechnology | |
GILD | Gilead Sciences Inc | 262,080 | 24,208.3 | -65.67% | 7.500 | -10.45% | 0.020 | +14.85% | +15.72% | 132,330.2 | Drug Manufacturers | |
AMRN | Amarin Corp PLC | 1,242,531 | 12,052.5 | 0% | 3.730 | 0% | 6.040 | -10.83% | +15.26% | 231.5 | Drug Manufacturers | |
LNTH | Lantheus Holdings Inc | 63,000 | 5,636.0 | +142.31% | 1.750 | +1.03% | 0.090 | +6.30% | +15.85% | 7,110.9 | Drug Manufacturers | |
VOR | Vor Biopharma Inc | 618,000 | 686.0 | 0% | 0.210 | 0% | 0.500 | -50.35% | -34.48% | 90.8 | Biotechnology | |
BIIB | Biogen Inc | 0 | 0 | Sold Out | 0.000 | -1.30% | 0.000 | -18.26% | -21.85% | 17,493.3 | Drug Manufacturers | |
RGLS | Regulus Therapeutics Inc | 0 | 0 | Sold Out | 0.000 | -0.07% | 0.000 | +125.81% | +77.22% | 185.5 | Biotechnology |
Sarissa Capital Management LP's Historical Top Holdings Breakdowns
Sarissa Capital Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GILD | Gilead Sciences Inc | 2024-12-31 | Reduce | -10.45% | 84.17 ($90.13) 97.9 | $106.15 | 17.77% | Reduce -65.67% | 262,080 | -501,253 | |
CYTK | Cytokinetics Inc | 2024-12-31 | Reduce | -3.63% | 46.36 ($51.92) 58.62 | $40.33 | -22.32% | Reduce -24.88% | 833,799 | -276,201 | |
NBIX | Neurocrine Biosciences Inc | 2024-12-31 | Reduce | -2.90% | 111.62 ($123.84) 139.44 | $105.76 | -14.60% | Reduce -24.69% | 309,116 | -101,367 | |
BIIB | Biogen Inc | 2024-12-31 | Sold Out | -1.30% | 146.47 ($168.32) 191.56 | $119.51 | -29.00% | Sold Out | 0 | -26,950 | |
LNTH | Lantheus Holdings Inc | 2024-12-31 | Add | +1.03% | 76.22 ($97.27) 116.69 | $103.64 | 6.55% | Add 142.31% | 63,000 | 37,000 | |
RGLS | Regulus Therapeutics Inc | 2024-12-31 | Sold Out | -0.07% | 1.4 ($1.54) 1.71 | $2.80 | 81.82% | Sold Out | 0 | -185,183 | |
BIIB | Biogen Inc | 2024-09-30 | Reduce | -24.11% | 189.07 ($209.21) 236.8 | $119.51 | -42.88% | Reduce -95.81% | 26,950 | -616,050 | |
GILD | Gilead Sciences Inc | 2024-09-30 | Reduce | -3.94% | 66.59 ($76.3) 83.99 | $106.15 | 39.12% | Reduce -30.81% | 763,333 | -339,949 | |
BCRX | BioCryst Pharmaceuticals Inc | 2024-09-30 | Sold Out | -1.14% | 6.41 ($7.6) 8.69 | $8.22 | 8.16% | Sold Out | 0 | -1,094,168 | |
LNTH | Lantheus Holdings Inc | 2024-09-30 | New Buy | +0.71% | 77.7 ($103.88) 123.62 | $103.64 | -0.23% | New holding | 26,000 | 26,000 |
Sarissa Capital Management LP Total Holding History ($B)
Sarissa Capital Management LP's Asset Allocation
Sarissa Capital Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sarissa Capital Management LP's Hypothetical Growth since 2024-12-31
Sarissa Capital Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sarissa Capital Management LP's Holdings Heat Map
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Sarissa Capital Management LP's Holdings Bubble Chart
Sarissa Capital Management LP News
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