$267 Million is the total value of Sarissa Capital Management LP's 12 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARIA | New | ARIAD PHARMACEUTICALS INC | $81,840,000 | – | 12,000,000 | +100.0% | 30.65% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $37,478,000 | – | 700,000 | +100.0% | 14.04% | – |
| IDIX | New | IDENIX PHARMACEUTICALS INC | $30,200,000 | – | 5,050,100 | +100.0% | 11.31% | – |
| VVUS | New | VIVUS INC | $23,371,000 | – | 2,573,943 | +100.0% | 8.75% | – |
| MRK | New | MERCK & CO INC NEW | $20,020,000 | – | 400,000 | +100.0% | 7.50% | – |
| MNKKQ | New | MALLINCKRODT PUB LTD CO | $14,633,000 | – | 280,000 | +100.0% | 5.48% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $13,288,000 | – | 250,000 | +100.0% | 4.98% | – |
| ABBV | New | ABBVIE INC | $13,203,000 | – | 250,000 | +100.0% | 4.94% | – |
| PFE | New | PFIZER INC | $12,558,000 | – | 410,000 | +100.0% | 4.70% | – |
| RPRX | New | REPROS THERAPEUTICS INC | $8,409,000 | – | 459,508 | +100.0% | 3.15% | – |
| BRLI | New | BIO-REFERENCE LABS INC | $7,287,000 | – | 285,300 | +100.0% | 2.73% | – |
| AVEO | New | AVEO PHARMACEUTICALS | $4,730,000 | – | 2,570,759 | +100.0% | 1.77% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BIOGEN INC. | 35 | Q2 2024 | 37.1% |
| INNOVIVA INC. | 32 | Q2 2024 | 20.1% |
| IRONWOOD PHARMACEUTICALS INC. | 27 | Q2 2024 | 28.9% |
| ABBVIE INC. | 23 | Q2 2020 | 24.4% |
| MEDICINES CO. | 20 | Q4 2019 | 33.9% |
| MERSANA THERAPEUTICS INC. | 19 | Q3 2023 | 7.9% |
| BIOCRYST PHARMACEUTICALS INC | 17 | Q2 2024 | 7.4% |
| ALKERMES PLC | 16 | Q3 2023 | 43.7% |
| INTERCEPT PHARMACEUTICALS INC. | 15 | Q2 2021 | 10.7% |
| GILEAD SCIENCES INC | 14 | Q2 2024 | 18.2% |
View Sarissa Capital Management LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| AMARIN CORP PLC\UK | December 05, 2023 | 33,470,000 | 8.2% |
| Alkermes plc. | August 24, 2023 | 8,323,400 | 5.0% |
| Innoviva, Inc. | May 15, 2023 | 6,904,000 | 10.5% |
| IRONWOOD PHARMACEUTICALS INC | March 01, 2021 | 14,890,000 | 9.3% |
| Iterum Therapeutics plcSold out | February 12, 2021 | 0 | 0.0% |
| BIOCRYST PHARMACEUTICALS INC | January 25, 2021 | 8,844,000 | 5.0% |
| Mersana Therapeutics, Inc. | January 25, 2021 | 3,770,000 | 5.5% |
| MEDICINES CO /DESold out | January 07, 2020 | 0 | 0.0% |
| Regulus Therapeutics Inc. | January 03, 2020 | 7,935,322 | 29.4% |
| NOVELION THERAPEUTICS INC. | November 09, 2018 | 909,296 | 4.6% |
View Sarissa Capital Management LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2024-09-18 |
| 13F-HR | 2024-08-14 |
| 4 | 2024-06-21 |
| 4 | 2024-06-18 |
| 13F-HR | 2024-05-15 |
| 4 | 2024-03-19 |
| 13F-HR | 2024-02-14 |
| 4 | 2023-12-19 |
| SC 13D/A | 2023-12-05 |
| 13F-HR | 2023-11-14 |
View Sarissa Capital Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.