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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.
Latest 13F Filing Activity
Sarissa Capital Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 7 equity positions with a total 13F market value of $154M. The fund increased holdings in Amarin Corp. PLC, Innoviva Inc., Neurocrine Biosciences Inc. among other positions. Sarissa Capital Management LP reduced exposure to Ironwood Pharmaceuticals Inc., Amarin Corp. PLC, Cytokinetics Inc. among others.
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 (5)
| Name | Role | Location | |
|---|---|---|---|
| Managing Partner | Boston, MA , United States | ||
| Senior Managing Director | Greenwich, CT , United States | ||
| Senior Analyst | New York, NY , United States | ||
M Mark DiPaolo | Senior Partner | Greenwich, CT , United States | |
| President | Stamford, CT , United States |
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