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Sarissa Capital Management LP

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13F filer, CIK 1577524, GREENWICH, CT

Sarissa Capital Management LP reported $222,909,132 across 9 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-26-000256

Period
2025-12-31
Reported value
$223M
Holdings
9
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMRNadded+430,868$6.01M
BHVNnew+513,184$5.79M

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
CYTKreduced-192,000-$12.2M

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, Q4 2025

Share positions as resolved from 13F-HR 0000899140-26-000256, largest first. % of portfolio is the value over $222,909,132, 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; 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; 2025Q4: 2,816,022 shares 2,816,022$56.3M25.25%0Timeline
IRWDIRONWOOD PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 15,919,435 shares 15,919,435$53.6M24.07%0Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,483 shares; 2024Q4: 309,116 shares; 2025Q1: 309,116 shares; 2025Q2: 303,151 shares; 2025Q3: 303,151 shares; 2025Q4: 303,151 shares 303,151$43M19.29%0Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 396,357 shares 396,357$25.2M11.3%-192,000Timeline
AMRNAMARIN CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242,527 shares; 2025Q3: 1,242,527 shares; 2025Q4: 1,673,395 shares 1,673,395$23.4M10.48%+430,868Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 63,000 shares; 2025Q1: 100,000 shares; 2025Q2: 96,251 shares; 2025Q3: 181,450 shares; 2025Q4: 181,450 shares 181,450$12.1M5.42%0Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 513,184 shares 513,184$5.79M2.6%newTimeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,190 shares; 2025Q4: 4,190 shares 4,190$3.23M1.45%0Timeline
VORVOR BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,399 shares; 2025Q4: 25,399 shares 25,399$332K0.15%0Timeline

How Q4 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 0000899140-26-000256 base2026-02-17acceptance time not in the bulk data set