RMB, keep in mind, Sarissa sold off over $600M worth of holdings the past few years (primarily ALKS, BIIB, and GILD), and it does not appear they have made any significant purchases with those proceeds (unless they are not reported for some reason). They did buy some CYTK and NBIX, but that was about $80M worth.
There is a TON of cash sitting on the sidelines for him (I assume).
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