Sarissa Capital Management LP
Sarissa Capital Management LP is a hedge fund headquartered in Greenwich, Connecticut, United States. Founded in 2012 by Alex Denner, Sarissa specializes in healthcare and biotechnology investments, employing a team of approximately 10 professionals. The firm is known for its activist approach and focuses on delivering value to institutional and sophisticated investors through deep sector expertise and strategic engagement.
Investment Strategy
Sarissa Capital Management LP primarily targets healthcare and biotechnology companies, leveraging activist investment strategies. The firm seeks undervalued opportunities where it can engage with management and drive strategic or operational improvements. Its investment process is grounded in fundamental research and value creation through active governance initiatives, seeking to maximize shareholder returns in select life sciences sectors.
Top Holdings
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I INVA | INNOVIVA INC | 36.64% | $56.6M | 2,816,022 | $12.87 | $20.09 | +$5.5M |
N NBIX | NEUROCRINE BIOSCIENCES INC | 24.68% | $38.1M | 303,151 | $112.85 | $125.69 | +$3.9M |
A AMRN | AMARIN CORP PLC | 13.05% | $20.2M | 1,242,527 | $16.22 | $16.22 | +$20.2M |
C CYTK | CYTOKINETICS INC | 12.59% | $19.4M | 588,357 | $59.65 | $33.04 | -$4.7M |
I IRWD | IRONWOOD PHARMACEUTICALS INC | 7.40% | $11.4M | 15,919,435 | $11.97 | $0.72 | -$12.7M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
M Mark DiPaolo | Senior Partner | Greenwich, CT , United States | |
 | President | Stamford, CT , United States |