$300 Million is the total value of Sarissa Capital Management LP's 8 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 50.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BIIB | Buy | BIOGEN INC | $104,163,000 | +22.9% | 383,858 | +23.8% | 34.77% | +3.8% |
New | BIOVERATIV INC | $70,098,000 | – | 1,165,000 | +100.0% | 23.40% | – | |
INVA | Buy | INNOVIVA INC | $44,681,000 | -5.7% | 3,490,705 | +1.9% | 14.92% | -20.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BIOGEN INC. | 32 | Q3 2023 | 37.1% |
INNOVIVA INC. | 29 | Q3 2023 | 19.5% |
IRONWOOD PHARMACEUTICALS INC. | 24 | Q3 2023 | 24.2% |
ABBVIE INC. | 23 | Q2 2020 | 24.4% |
MEDICINES CO. | 20 | Q4 2019 | 33.9% |
MERSANA THERAPEUTICS INC. | 19 | Q3 2023 | 7.9% |
ALKERMES PLC | 16 | Q3 2023 | 43.7% |
INTERCEPT PHARMACEUTICALS INC. | 15 | Q2 2021 | 10.7% |
BIOCRYST PHARMACEUTICALS INC | 14 | Q3 2023 | 7.4% |
VIVUS INC | 14 | Q1 2017 | 8.8% |
View Sarissa Capital Management LP's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
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% |
APRICUS BIOSCIENCES, INC. | September 05, 2018 | 1,152,455 | 4.8% |
View Sarissa Capital Management LP's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
4 | 2024-03-19 |
13F-HR | 2024-02-14 |
4 | 2023-12-19 |
SC 13D/A | 2023-12-05 |
13F-HR | 2023-11-14 |
4 | 2023-09-19 |
SC 13D/A | 2023-09-05 |
SC 13D/A | 2023-08-24 |
13F-HR | 2023-08-14 |
DFAN14A | 2023-06-28 |
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.