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Sarissa Capital Management LP

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13F filer, CIK 1577524, GREENWICH, CT

Sarissa Capital Management LP reported $180,391,813 across 8 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-25-001320

Period
2025-09-30
Reported value
$180M
Holdings
8
Top 10 weight
100%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LNTHadded+85,199$4.37M
REGNnew+4,190$2.36M
VORnew+25,399$1.24M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOR BIOPHARMA INCexited-508,016-$823K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0000899140-25-001320, largest first. % of portfolio is the value over $180,391,813, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
INVAINNOVIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,277,000 shares; 2024Q4: 7,277,000 shares; 2025Q1: 2,816,022 shares; 2025Q2: 2,816,022 shares; 2025Q3: 2,816,022 shares 2,816,022$51.4M28.49%0Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,483 shares; 2024Q4: 309,116 shares; 2025Q1: 309,116 shares; 2025Q2: 303,151 shares; 2025Q3: 303,151 shares 303,151$42.6M23.59%0Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110,000 shares; 2024Q4: 833,799 shares; 2025Q1: 600,000 shares; 2025Q2: 588,357 shares; 2025Q3: 588,357 shares 588,357$32.3M17.93%0Timeline
IRWDIRONWOOD PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,390,000 shares; 2024Q4: 16,390,000 shares; 2025Q1: 16,390,000 shares; 2025Q2: 15,919,435 shares; 2025Q3: 15,919,435 shares 15,919,435$20.9M11.56%0Timeline
AMRNAMARIN CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242,527 shares; 2025Q3: 1,242,527 shares 1,242,527$20.4M11.28%0Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 63,000 shares; 2025Q1: 100,000 shares; 2025Q2: 96,251 shares; 2025Q3: 181,450 shares 181,450$9.31M5.16%+85,199Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,190 shares 4,190$2.36M1.31%newTimeline
VORVOR BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,399 shares 25,399$1.24M0.69%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VOR BIOPHARMA INCVOR BIOPHARMA INC508,016$823Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000899140-25-001320 base2025-11-14acceptance time not in the bulk data set