Boxer Capital as of Sept. 30, 2019
Portfolio Holdings for Boxer Capital
Boxer Capital holds 49 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spark Therapeutics | 11.6 | $160M | 1.7M | 96.98 | |
| Mirati Therapeutics | 9.7 | $134M | 1.7M | 77.91 | |
| Beigene (BGNE) | 8.2 | $113M | 925k | 122.46 | |
| Immunomedics | 6.7 | $92M | 7.0M | 13.26 | |
| Odonate Therapeutics Ord | 6.3 | $88M | 3.4M | 26.03 | |
| Amarin Corporation (AMRN) | 3.9 | $53M | 3.5M | 15.16 | |
| Allakos (ALLK) | 3.9 | $53M | 675k | 78.63 | |
| Dbv Technologies S A (DBVT) | 3.3 | $46M | 5.3M | 8.60 | |
| Springworks Therapeutics (SWTX) | 3.3 | $45M | 2.1M | 21.68 | |
| Sarepta Therapeutics (SRPT) | 3.0 | $41M | 550k | 75.32 | |
| Solid Biosciences | 2.9 | $40M | 3.9M | 10.34 | |
| Medicines Company | 2.7 | $38M | 750k | 50.00 | |
| Esperion Therapeutics (ESPR) | 2.6 | $36M | 975k | 36.66 | |
| Gossamer Bio (GOSS) | 2.5 | $35M | 2.1M | 16.79 | |
| Uniqure Nv (QURE) | 2.5 | $34M | 865k | 39.36 | |
| Ptc Therapeutics I (PTCT) | 2.5 | $34M | 1.0M | 33.82 | |
| BioMarin Pharmaceutical (BMRN) | 2.2 | $30M | 450k | 67.40 | |
| Argenx Se (ARGX) | 1.6 | $23M | 200k | 113.96 | |
| Atreca Inc Cl A (BCEL) | 1.5 | $21M | 1.7M | 12.24 | |
| Wave Life Sciences (WVE) | 1.5 | $21M | 1.0M | 20.53 | |
| Milestone Pharmaceuticals (MIST) | 1.5 | $21M | 1.1M | 18.65 | |
| Amicus Therapeutics (FOLD) | 1.4 | $19M | 2.3M | 8.02 | |
| Rocket Pharmaceuticals (RCKT) | 1.2 | $17M | 1.5M | 11.65 | |
| Apellis Pharmaceuticals (APLS) | 1.2 | $17M | 700k | 24.09 | |
| Prevail Therapeutics Ord | 1.0 | $14M | 1.1M | 12.28 | |
| Kura Oncology (KURA) | 0.9 | $13M | 845k | 15.17 | |
| Global Blood Therapeutics In | 0.9 | $12M | 250k | 48.52 | |
| Zogenix | 0.9 | $12M | 300k | 40.04 | |
| Bellus Health | 0.8 | $11M | 1.8M | 6.39 | |
| Akero Therapeutics (AKRO) | 0.8 | $11M | 483k | 22.75 | |
| Kadmon Hldgs | 0.7 | $10M | 4.0M | 2.52 | |
| Voyager Therapeutics (VYGR) | 0.6 | $8.6M | 500k | 17.21 | |
| Avrobio Ord (AVRO) | 0.6 | $8.5M | 600k | 14.12 | |
| Immunomedics Inc Cmn Stk cmn | 0.6 | $8.0M | 600k | 13.26 | |
| Lexicon Pharmaceuticals (LXRX) | 0.6 | $7.5M | 2.5M | 3.01 | |
| Achillion Pharmaceuticals | 0.5 | $7.2M | 2.0M | 3.60 | |
| Ideaya Biosciences (IDYA) | 0.5 | $6.9M | 764k | 9.00 | |
| La Jolla Pharmaceuticl Com Par | 0.5 | $6.8M | 775k | 8.80 | |
| Matinas Biopharma Holdings, In (MTNB) | 0.5 | $6.4M | 10M | 0.63 | |
| Cymabay Therapeutics | 0.5 | $6.4M | 1.3M | 5.12 | |
| Mei Pharma | 0.3 | $4.9M | 2.9M | 1.68 | |
| Syndax Pharmaceuticals (SNDX) | 0.2 | $3.0M | 400k | 7.47 | |
| Arcus Biosciences Incorporated (RCUS) | 0.2 | $2.7M | 300k | 9.10 | |
| Mersana Therapeutics (MRSN) | 0.2 | $2.7M | 1.7M | 1.58 | |
| Kiniksa Pharmaceuticals (KNSA) | 0.2 | $2.5M | 291k | 8.51 | |
| Kalvista Pharmaceuticals (KALV) | 0.2 | $2.3M | 200k | 11.60 | |
| Cellectar Biosciences | 0.1 | $1.8M | 920k | 2.00 | |
| Prothena (PRTA) | 0.1 | $624k | 80k | 7.84 | |
| Novus Therapeutics | 0.0 | $201k | 324k | 0.62 |
