Boxer Capital as of March 31, 2023
Portfolio Holdings for Boxer Capital
Boxer Capital holds 75 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Prometheus Biosciences | 10.0 | $204M | 1.9M | 107.32 | |
Reata Pharmaceuticals Cl A | 5.5 | $112M | 1.2M | 90.92 | |
BeiGene Sponsored Adr | 5.3 | $108M | 500k | 215.53 | |
Sarepta Therapeutics (SRPT) | 5.2 | $107M | 775k | 137.83 | |
Apellis Pharmaceuticals (APLS) | 5.1 | $104M | 1.6M | 65.96 | |
Tyra Biosciences (TYRA) | 5.1 | $104M | 6.4M | 16.07 | |
Revolution Medicines (RVMD) | 5.0 | $102M | 4.7M | 21.66 | |
Springworks Therapeutics (SWTX) | 4.3 | $88M | 3.4M | 25.74 | |
Mirati Therapeutics | 3.7 | $74M | 2.0M | 37.18 | |
Cytokinetics Com New (CYTK) | 3.6 | $74M | 2.1M | 35.19 | |
Amylyx Pharmaceuticals (AMLX) | 3.0 | $61M | 2.1M | 29.34 | |
Sage Therapeutics (SAGE) | 2.3 | $46M | 1.1M | 41.96 | |
Seagen | 2.0 | $41M | 200k | 202.47 | |
Relay Therapeutics (RLAY) | 1.8 | $36M | 2.2M | 16.47 | |
Merus N V (MRUS) | 1.7 | $35M | 1.9M | 18.40 | |
Viking Therapeutics (VKTX) | 1.6 | $33M | 2.0M | 16.65 | |
89bio (ETNB) | 1.6 | $32M | 2.1M | 15.23 | |
Akero Therapeutics (AKRO) | 1.6 | $32M | 832k | 38.26 | |
Nuvalent Inc-a (NUVL) | 1.6 | $32M | 1.2M | 26.09 | |
Ideaya Biosciences (IDYA) | 1.5 | $30M | 2.2M | 13.73 | |
Iteos Therapeutics (ITOS) | 1.4 | $29M | 2.2M | 13.61 | |
Ventyx Biosciences (VTYX) | 1.4 | $29M | 850k | 33.50 | |
Anaptysbio Inc Common (ANAB) | 1.4 | $28M | 1.3M | 21.76 | |
Tango Therapeutics (TNGX) | 1.4 | $28M | 7.1M | 3.95 | |
Arcus Biosciences Incorporated (RCUS) | 1.3 | $26M | 1.4M | 18.24 | |
Amicus Therapeutics (FOLD) | 1.3 | $26M | 2.3M | 11.09 | |
Rocket Pharmaceuticals (RCKT) | 1.2 | $25M | 1.5M | 17.13 | |
Axsome Therapeutics (AXSM) | 1.2 | $25M | 400k | 61.68 | |
Bellus Health Com New | 1.1 | $23M | 3.2M | 7.20 | |
Iovance Biotherapeutics (IOVA) | 1.1 | $23M | 3.7M | 6.11 | |
Exelixis (EXEL) | 1.1 | $22M | 1.2M | 19.41 | |
Xenon Pharmaceuticals (XENE) | 1.1 | $22M | 600k | 35.79 | |
Iveric Bio | 1.0 | $20M | 825k | 24.33 | |
Rain Therapeutics | 0.9 | $19M | 2.1M | 8.74 | |
Point Biopharma Global | 0.9 | $18M | 2.5M | 7.27 | |
Avidity Biosciences Ord (RNA) | 0.8 | $17M | 1.1M | 15.35 | |
Day One Biopharmaceuticals I (DAWN) | 0.8 | $16M | 1.2M | 13.37 | |
Enliven Therapeutics (ELVN) | 0.8 | $16M | 711k | 21.90 | |
Pmv Pharmaceuticals (PMVP) | 0.7 | $15M | 3.2M | 4.77 | |
Prothena Corp SHS (PRTA) | 0.7 | $15M | 300k | 48.47 | |
Kalvista Pharmaceuticals (KALV) | 0.6 | $13M | 1.7M | 7.86 | |
Cullinan Oncology (CGEM) | 0.5 | $11M | 1.1M | 10.23 | |
Nurix Therapeutics (NRIX) | 0.5 | $11M | 1.2M | 8.88 | |
Ascendis Pharma A/S Sponsored Adr (ASND) | 0.5 | $10M | 95k | 107.22 | |
Morphic Hldg (MORF) | 0.4 | $7.5M | 200k | 37.64 | |
Oric Pharmaceuticals (ORIC) | 0.3 | $6.0M | 1.1M | 5.70 | |
Cogent Biosciences (COGT) | 0.3 | $5.7M | 525k | 10.79 | |
Rapt Therapeutics (RAPT) | 0.3 | $5.5M | 300k | 18.35 | |
Panacea Acquisition Corp II Cl A Shs | 0.3 | $5.1M | 500k | 10.22 | |
Health Sciences Acq Corp 2 (OBIO) | 0.2 | $4.9M | 250k | 19.57 | |
Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.2 | $4.8M | 1.3M | 3.85 | |
2Seventy Bio Common Stock (TSVT) | 0.2 | $4.7M | 460k | 10.20 | |
Selecta Biosciences | 0.2 | $4.6M | 3.3M | 1.39 | |
Cabaletta Bio (CABA) | 0.2 | $4.5M | 540k | 8.27 | |
Gossamer Bio (GOSS) | 0.2 | $4.2M | 3.3M | 1.26 | |
Prelude Therapeutics (PRLD) | 0.2 | $4.0M | 699k | 5.70 | |
Black Diamond Therapeutics (BDTX) | 0.2 | $3.8M | 2.0M | 1.89 | |
Kinnate Biopharma | 0.2 | $3.2M | 510k | 6.25 | |
Theseus Pharmaceuticals | 0.2 | $3.1M | 350k | 8.88 | |
Fate Therapeutics (FATE) | 0.1 | $2.9M | 500k | 5.70 | |
Disc Medicine (IRON) | 0.1 | $2.8M | 130k | 21.19 | |
Milestone Pharmaceuticals (MIST) | 0.1 | $2.8M | 699k | 3.94 | |
Atreca Cl A Com (BCEL) | 0.1 | $2.5M | 2.2M | 1.14 | |
DBV Technologies S A Sponsored Adr | 0.1 | $2.5M | 1.5M | 1.69 | |
Third Harmonic Bio (THRD) | 0.1 | $2.4M | 570k | 4.12 | |
Ngm Biopharmaceuticals | 0.1 | $2.0M | 500k | 4.08 | |
Eqrx | 0.1 | $1.9M | 1.0M | 1.94 | |
Bioatla (BCAB) | 0.1 | $1.8M | 686k | 2.68 | |
Mereo Biopharma Group Spon Ads (MREO) | 0.1 | $1.6M | 2.3M | 0.71 | |
ZIOPHARM Oncology | 0.0 | $945k | 1.5M | 0.63 | |
MEI Pharma Com New | 0.0 | $667k | 2.9M | 0.23 | |
Protara Therapeutics Com Stk (TARA) | 0.0 | $655k | 209k | 3.13 | |
Female Health (VERU) | 0.0 | $403k | 347k | 1.16 | |
Nuvation Bio *w Exp 07/07/202 (NUVB.WS) | 0.0 | $32k | 267k | 0.12 | |
Surrozen *w Exp 08/01/203 (SRZNW) | 0.0 | $4.0k | 67k | 0.06 |