Boxer Capital as of Dec. 31, 2022
Portfolio Holdings for Boxer Capital
Boxer Capital holds 71 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Prometheus Biosciences | 11.0 | $209M | 1.9M | 110.00 | |
| BeiGene Sponsored Adr | 5.8 | $110M | 500k | 219.94 | |
| Cytokinetics Com New (CYTK) | 5.1 | $96M | 2.1M | 45.82 | |
| Revolution Medicines (RVMD) | 5.0 | $95M | 4.0M | 23.82 | |
| Mirati Therapeutics | 4.8 | $91M | 2.0M | 45.31 | |
| Springworks Therapeutics (SWTX) | 4.7 | $89M | 3.4M | 26.01 | |
| Apellis Pharmaceuticals (APLS) | 4.3 | $82M | 1.6M | 51.71 | |
| Amylyx Pharmaceuticals (AMLX) | 4.1 | $77M | 2.1M | 36.95 | |
| Tango Therapeutics (TNGX) | 2.7 | $52M | 7.1M | 7.25 | |
| Tyra Biosciences (TYRA) | 2.6 | $49M | 6.4M | 7.60 | |
| Reata Pharmaceuticals Cl A | 2.5 | $47M | 1.2M | 37.99 | |
| Akero Therapeutics (AKRO) | 2.4 | $46M | 832k | 54.80 | |
| Iteos Therapeutics (ITOS) | 2.2 | $42M | 2.2M | 19.53 | |
| Sage Therapeutics (SAGE) | 2.2 | $42M | 1.1M | 38.14 | |
| Anaptysbio Inc Common (ANAB) | 2.1 | $40M | 1.3M | 30.99 | |
| Ideaya Biosciences (IDYA) | 2.1 | $40M | 2.2M | 18.17 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 2.0 | $39M | 1.3M | 31.00 | |
| Nuvalent Inc-a (NUVL) | 1.9 | $36M | 1.2M | 29.78 | |
| Relay Therapeutics (RLAY) | 1.7 | $32M | 2.2M | 14.94 | |
| Axsome Therapeutics (AXSM) | 1.6 | $31M | 400k | 77.13 | |
| Arcus Biosciences Incorporated (RCUS) | 1.6 | $30M | 1.4M | 20.68 | |
| Merus N V (MRUS) | 1.5 | $29M | 1.9M | 15.47 | |
| Rocket Pharmaceuticals (RCKT) | 1.5 | $29M | 1.5M | 19.57 | |
| Amicus Therapeutics (FOLD) | 1.5 | $28M | 2.3M | 12.21 | |
| Ventyx Biosciences (VTYX) | 1.5 | $28M | 850k | 32.79 | |
| Pmv Pharmaceuticals (PMVP) | 1.5 | $28M | 3.2M | 8.70 | |
| Bellus Health Com New | 1.4 | $26M | 3.2M | 8.22 | |
| Day One Biopharmaceuticals I (DAWN) | 1.3 | $26M | 1.2M | 21.52 | |
| Avidity Biosciences Ord (RNA) | 1.3 | $25M | 1.1M | 22.19 | |
| Xenon Pharmaceuticals (XENE) | 1.2 | $24M | 600k | 39.43 | |
| Geron Corporation (GERN) | 1.0 | $20M | 8.1M | 2.42 | |
| Exelixis (EXEL) | 1.0 | $18M | 1.2M | 16.04 | |
| Point Biopharma Global | 1.0 | $18M | 2.5M | 7.29 | |
| Prothena Corp SHS (PRTA) | 1.0 | $18M | 300k | 60.25 | |
| 89bio (ETNB) | 0.9 | $18M | 1.4M | 12.73 | |
| Iveric Bio | 0.9 | $18M | 825k | 21.41 | |
| Rain Therapeutics | 0.9 | $17M | 2.1M | 8.00 | |
| Viking Therapeutics (VKTX) | 0.7 | $14M | 1.5M | 9.40 | |
| Nurix Therapeutics (NRIX) | 0.7 | $13M | 1.2M | 10.98 | |
| Fate Therapeutics (FATE) | 0.7 | $13M | 1.3M | 10.09 | |
| Ascendis Pharma A/S Sponsored Adr (ASND) | 0.6 | $12M | 95k | 122.13 | |
| Cullinan Oncology (CGEM) | 0.6 | $11M | 1.1M | 10.55 | |
| Iovance Biotherapeutics (IOVA) | 0.5 | $9.6M | 1.5M | 6.39 | |
| Oric Pharmaceuticals (ORIC) | 0.4 | $7.4M | 1.1M | 6.99 | |
| Gossamer Bio (GOSS) | 0.4 | $7.2M | 3.3M | 2.17 | |
| Panacea Acquisition Corp II Cl A Shs | 0.3 | $6.2M | 500k | 12.42 | |
| Cogent Biosciences (COGT) | 0.3 | $6.1M | 525k | 11.56 | |
| Bioatla (BCAB) | 0.3 | $5.7M | 686k | 8.25 | |
| Arvinas Ord (ARVN) | 0.3 | $5.1M | 150k | 34.21 | |
| Cabaletta Bio (CABA) | 0.3 | $5.0M | 540k | 9.25 | |
| 2Seventy Bio Common Stock (TSVT) | 0.2 | $4.3M | 460k | 9.37 | |
| Selecta Biosciences | 0.2 | $3.7M | 3.3M | 1.13 | |
| Black Diamond Therapeutics (BDTX) | 0.2 | $3.6M | 2.0M | 1.80 | |
| Kinnate Biopharma | 0.2 | $3.1M | 510k | 6.10 | |
| Milestone Pharmaceuticals (MIST) | 0.1 | $2.8M | 699k | 3.96 | |
| Ngm Biopharmaceuticals | 0.1 | $2.5M | 500k | 5.02 | |
| Health Sciences Acq Corp 2 Ord Shs | 0.1 | $2.5M | 250k | 9.98 | |
| Eqrx | 0.1 | $2.5M | 1.0M | 2.46 | |
| Third Harmonic Bio (THRD) | 0.1 | $2.5M | 570k | 4.30 | |
| DBV Technologies S A Sponsored Adr | 0.1 | $2.2M | 1.5M | 1.53 | |
| Theseus Pharmaceuticals | 0.1 | $2.1M | 415k | 4.98 | |
| Female Health (VERU) | 0.1 | $1.8M | 347k | 5.28 | |
| Atreca Cl A Com (BCEL) | 0.1 | $1.8M | 2.2M | 0.80 | |
| Mereo Biopharma Group Spon Ads (MREO) | 0.1 | $1.7M | 2.3M | 0.75 | |
| ZIOPHARM Oncology | 0.1 | $974k | 1.5M | 0.65 | |
| MEI Pharma Com New | 0.0 | $710k | 2.9M | 0.24 | |
| Protara Therapeutics Com Stk (TARA) | 0.0 | $561k | 209k | 2.68 | |
| Disc Medicine (IRON) | 0.0 | $176k | 130k | 1.35 | |
| Bellicum Pharmaceuticals Com New | 0.0 | $41k | 57k | 0.72 | |
| Nuvation Bio *w Exp 07/07/202 (NUVB.WS) | 0.0 | $39k | 267k | 0.14 | |
| Surrozen *w Exp 08/01/203 (SRZNW) | 0.0 | $4.4k | 67k | 0.07 |
