Sarissa Capital Management LP

**Sarissa Capital Management LP** A $223M-AUM fund maintaining a focused portfolio of 9 positions. The strategy is anchored by significant allocations to INVA ($56.3M) and IRWD ($53.6M), representing the core of the current deployment. Further concentration is evident in NBIX ($43.0M), while the remaining holdings include CYTK ($25.2M) and EH3 ($23.4M). This structure suggests a conviction-driven approach across select, high-conviction names.

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