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Boxer Capital, LLC

Q1 2023 · 13F-HR

Boxer Capital, LLCholdings as filed

Filed 2023-05-15 · accession 0000895345-23-000296

$2.0M
Reported value
75
Positions
2023-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74349U108Prometheus Biosciences Inc$203,64010.0%1,897,500CommonSOLE
75615P103Reata Pharmaceuticals Inc$111,8325.49%1,230,004CommonSOLE
07725L102ONCBeiGene Ltd$107,7655.29%500,000CommonSOLE
803607100SRPTSarepta Therapeutics Inc$106,8185.25%775,000CommonSOLE
03753U106APLSUSDApellis Pharmaceuticals Inc$103,9535.11%1,576,000CommonSOLE
90240B106TYRATyra Biosciences Inc$103,6255.09%6,448,359CommonSOLE
76155X100RVMDRevolution Medicines Inc$101,4614.98%4,684,264CommonSOLE
85205L107SWTXUSDSpringworks Therapeutics Inc$88,0704.33%3,421,541CommonSOLE
60468T105MRTXEURMirati Therapeutics Inc$74,3603.65%2,000,000CommonSOLE
23282W605CYTKCytokinetics Inc$73,8993.63%2,100,000CommonSOLE
03237H101AMLXAmylyx Pharmaceuticals Inc$61,1453.00%2,084,000CommonSOLE
78667J108SG7Sage Therapeutics Inc$45,9042.26%1,094,000CommonSOLE
81181C104Seagen Inc$40,4941.99%200,000CommonSOLE
75943R102RLAYRelay Therapeutics Inc$35,7261.76%2,169,132CommonSOLE
N5749R1002GHMerus N V$34,9601.72%1,900,000CommonSOLE
92686J106VKTXViking Therapeutics Inc$33,3001.64%2,000,000CommonSOLE
282559103ETNBGBP89Bio Inc$31,9831.57%2,100,000CommonSOLE
00973Y108AKROAkero Therapeutics Inc$31,8131.56%831,495CommonSOLE
670703107NUVLNuvalent Inc$31,5741.55%1,210,192CommonSOLE
45166A102IDYAIdeaya Biosciences Inc$30,2451.49%2,202,812CommonSOLE
46565G1045E7iTeos Therapeutics Inc$29,3171.44%2,154,058CommonSOLE
92332V107VTYXUSDVentyx Biosciences Inc$28,4751.40%850,000CommonSOLE
032724106ANABAnaptysBio Inc$28,2881.39%1,300,000CommonSOLE
87583X109TNGXTango Therapeutics Inc$28,1381.38%7,123,642CommonSOLE
03969F109RCUSArcus Biosciences Inc$26,1231.28%1,432,200CommonSOLE
03152W109AM6Amicus Therapeutics Inc$25,7841.27%2,325,000CommonSOLE
77313F106RCKTRocket Pharmaceuticals Inc$25,1131.23%1,466,051CommonSOLE
05464T104AXSMAxsome Therapeutics Inc$24,6721.21%400,000CommonSOLE
07987C204BLUBellus Health Inc New$23,0401.13%3,200,000CommonSOLE
462260100IOVAIovance Biotherapeutics Inc$22,6381.11%3,705,133CommonSOLE
30161Q104EXELExelixis Inc$22,3221.10%1,150,000CommonSOLE
98420N105XENEXenon Pharmaceuticals Inc$21,4741.05%600,000CommonSOLE
46583P102Iveric Bio Inc$20,0720.99%825,000CommonSOLE
75082Q105Rain Oncology Inc$18,7670.92%2,147,212CommonSOLE
730541109Point Biopharma Global Inc$18,1750.89%2,500,000CommonSOLE
05370A108RNAGBPAvidity Biosciences Inc$17,2120.85%1,121,327CommonSOLE
23954D109DAWNGBXDay One Biopharmaceuticals I$15,9100.78%1,189,943CommonSOLE
29337E102ELVNEnliven Therapeutics Inc$15,5630.76%710,644CommonSOLE
69353Y103PMVPPMV Pharmaceuticals Inc$15,0910.74%3,163,795CommonSOLE
G72800108PRTAProthena Corp PLC$14,5410.71%300,000CommonSOLE
483497103KALVKalvista Pharmaceuticals Inc$12,9690.64%1,650,000CommonSOLE
230031106CGEMCullinan Oncology Inc$10,9880.54%1,074,082CommonSOLE
67080M103NRIXNurix Therapeutics Inc$10,8770.53%1,224,892CommonSOLE
04351P101ASNDUSDAscendis Pharma A/S$10,1860.50%95,000CommonSOLE
61775R105MORFUSDMorphic Hldg Inc$7,5280.37%200,000CommonSOLE
68622P109ORICOric Pharmaceuticals Inc$6,0080.30%1,054,000CommonSOLE
19240Q201COGTCogent Biosciences Inc$5,6650.28%525,000CommonSOLE
75382E109Rapt Therapeutics Inc$5,5050.27%300,000CommonSOLE
G6882C106Panacea Acquisition Corp II$5,1100.25%500,000CommonSOLE
68572M106OBIOOrchestra Biomed Hldgs Inc$4,8930.24%250,000CommonSOLE
152309100CNTACentessa Pharmaceuticals PLC$4,8170.24%1,251,137CommonSOLE
901384107TSVT*2Seventy Bio Inc$4,6900.23%459,836CommonSOLE
816212104SELBUSDSelecta Biosciences Inc$4,5650.22%3,284,072CommonSOLE
12674W109CABACabaletta Bio Inc$4,4660.22%540,000CommonSOLE
38341P102GOSSGossamer Bio Inc$4,2050.21%3,336,928CommonSOLE
74065P101PRLDPrelude Therapeutics Inc$3,9850.20%699,047CommonSOLE
09203E105BDTXBlack Diamond Therapeutics I$3,8080.19%2,014,858CommonSOLE
49705R105KNTEUSDKinnate Biopharma Inc$3,1880.16%510,000CommonSOLE
88369M101Theseus Pharmaceuticals Inc$3,1080.15%350,000CommonSOLE
31189P102FATEFate Therapeutics Inc$2,8500.14%500,000CommonSOLE
254604101IRONDisc Medicine Inc$2,7550.14%130,000CommonSOLE
59935V107MISTMilestone Pharmaceuticals In$2,7540.14%698,861CommonSOLE
04965G109BCELUSDAtreca Inc$2,5110.12%2,202,333CommonSOLE
23306J101DBV Technologies S A$2,4510.12%1,450,000CommonSOLE
88427A107Third Harmonic Bio Inc$2,3500.12%570,417CommonSOLE
62921N105NGMUSDNGM Biopharmaceuticals Inc$2,0400.10%500,000CommonSOLE
26886C107EQRx Inc$1,9400.10%1,000,000CommonSOLE
09077B104BCABGBPBioAtla Inc$1,8390.09%686,347CommonSOLE
589492107MREOMereo Biopharma Group PLC$1,5910.08%2,250,000CommonSOLE
98973P101Alaunos Therapeutics Inc$9450.05%1,500,000CommonSOLE
55279B202MEI Pharma Inc$6670.03%2,913,091CommonSOLE
74365U107TARAProtara Therapeutics Inc$6550.03%209,227CommonSOLE
92536C103VERUEURVeru Inc$4030.02%347,300CommonSOLE
67080N119NUVB/WSNuvation Bio Inc$320.00%266,666CommonSOLE
86889P117SRZNWSurrozen Inc$40.00%66,666CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.