Alex Denner, CEO and CIO of Sarissa Capital Management, has made a name in the biotech and healthcare investment sectors, managing a hedge fund with $927 million in assets. Founded in 2013, Sarissa is notable for its concentrated approach to investing, with only eight stocks in its portfolio, three of which account for 75% of its total assets. The largest holding is Innoviva, a healthcare royalty company. Denner's background includes significant experience with Carl Icahn, enhancing his reputation as an influential activist investor within the healthcare space.
Denner's focused approach with just eight holdings allows Sarissa Capital to exert significant influence in the healthcare sector, making strategic investments that align with his expertise.
Despite its relatively small number of holdings compared to larger hedge funds, Sarissa Capital's concentrated positions mean that three stocks represent 75% of its portfolio value.
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