Boxer Capital as of Dec. 31, 2019
Portfolio Holdings for Boxer Capital
Boxer Capital holds 51 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mirati Therapeutics | 12.5 | $221M | 1.7M | 128.86 | |
| Immunomedics | 10.1 | $179M | 8.5M | 21.16 | |
| Beigene (ONC) | 8.7 | $153M | 925k | 165.76 | |
| Odonate Therapeutics Ord | 6.2 | $109M | 3.4M | 32.45 | |
| Medicines Company | 4.7 | $82M | 967k | 84.94 | |
| Springworks Therapeutics (SWTX) | 4.5 | $80M | 2.1M | 38.49 | |
| Dbv Technologies S A | 3.9 | $68M | 6.4M | 10.70 | |
| Allakos | 3.6 | $64M | 675k | 95.36 | |
| Esperion Therapeutics (ESPR) | 3.3 | $58M | 975k | 59.63 | |
| Seattle Genetics | 3.2 | $57M | 500k | 114.26 | |
| Uniqure Nv (QURE) | 3.1 | $55M | 765k | 71.66 | |
| Direxion Shs Etf Tr Daily S&p Biotec | 2.0 | $36M | 2.9M | 12.35 | |
| Gossamer Bio (GOSS) | 1.9 | $34M | 2.2M | 15.63 | |
| Rocket Pharmaceuticals (RCKT) | 1.9 | $33M | 1.5M | 22.76 | |
| Argenx Se (ARGX) | 1.8 | $32M | 200k | 160.52 | |
| Sarepta Therapeutics (SRPT) | 1.6 | $29M | 225k | 129.04 | |
| Kadmon Hldgs | 1.6 | $28M | 6.2M | 4.53 | |
| Atreca Inc Cl A (BCEL) | 1.5 | $27M | 1.7M | 15.47 | |
| Sage Therapeutics (SAGE) | 1.4 | $25M | 350k | 72.19 | |
| Apellis Pharmaceuticals (APLS) | 1.4 | $25M | 800k | 30.62 | |
| Matinas Biopharma Holdings, In | 1.3 | $23M | 10M | 2.27 | |
| Amicus Therapeutics (FOLD) | 1.3 | $23M | 2.3M | 9.74 | |
| Cabaletta Bio (CABA) | 1.2 | $22M | 1.6M | 13.97 | |
| BioMarin Pharmaceutical (BMRN) | 1.2 | $21M | 250k | 84.55 | |
| Anaptysbio Inc Common (ANAB) | 1.2 | $21M | 1.3M | 16.25 | |
| Global Blood Therapeutics In | 1.1 | $20M | 250k | 79.49 | |
| Achillion Pharmaceuticals | 1.0 | $18M | 3.0M | 6.07 | |
| Prevail Therapeutics Ord | 1.0 | $18M | 1.1M | 15.83 | |
| Milestone Pharmaceuticals (MIST) | 1.0 | $18M | 1.1M | 16.01 | |
| Arcus Biosciences Incorporated (RCUS) | 1.0 | $17M | 1.7M | 10.10 | |
| Barclays Bk Plc cmn | 0.9 | $15M | 1.0M | 15.12 | |
| Arvinas Ord (ARVN) | 0.8 | $15M | 366k | 41.09 | |
| Bellus Health | 0.8 | $14M | 1.8M | 7.60 | |
| Neoleukin Therapeutics | 0.7 | $12M | 1.0M | 12.32 | |
| Kura Oncology (KURA) | 0.7 | $12M | 845k | 13.75 | |
| Relmada Therapeutics (RLMD) | 0.7 | $12M | 300k | 39.00 | |
| Lexicon Pharmaceuticals (LXRX) | 0.7 | $12M | 2.8M | 4.15 | |
| Akero Therapeutics (AKRO) | 0.6 | $11M | 483k | 22.20 | |
| Marinus Pharmaceuticals | 0.6 | $10M | 4.8M | 2.16 | |
| Medicines | 0.5 | $8.5M | 100k | 84.94 | |
| Selecta Biosciences | 0.4 | $7.8M | 3.3M | 2.38 | |
| Mirum Pharmaceuticals (MIRM) | 0.4 | $7.8M | 317k | 24.52 | |
| Mei Pharma | 0.4 | $7.2M | 2.9M | 2.48 | |
| Ideaya Biosciences (IDYA) | 0.3 | $5.7M | 764k | 7.50 | |
| Solid Biosciences | 0.3 | $4.6M | 1.0M | 4.45 | |
| Cymabay Therapeutics | 0.2 | $3.9M | 2.0M | 1.96 | |
| Kalvista Pharmaceuticals (KALV) | 0.2 | $3.6M | 200k | 17.81 | |
| Kiniksa Pharmaceuticals | 0.2 | $3.2M | 291k | 11.06 | |
| La Jolla Pharmaceuticl Com Par | 0.2 | $3.0M | 775k | 3.93 | |
| Syndax Pharmaceuticals (SNDX) | 0.1 | $2.2M | 250k | 8.78 | |
| Cellectar Biosciences | 0.1 | $2.1M | 920k | 2.25 |
