13F HOLDINGS REPORT
Boxer Capital, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000895345-23-000135
Total Value
$1.90B
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Prometheus Biosciences Inc | 74349U108 | 1,897,500 | $208.7M | 11.00% |
| 2 | BeiGene Ltd | BEIGF | 500,000 | $110.0M | 5.80% |
| 3 | Cytokinetics Inc | CYTK | 2,100,000 | $96.2M | 5.07% |
| 4 | Revolution Medicines Inc | RVMDW | 3,984,264 | $94.9M | 5.00% |
| 5 | Mirati Therapeutics Inc | 60468T105 | 2,000,000 | $90.6M | 4.78% |
| 6 | Springworks Therapeutics Inc | 85205L107 | 3,421,541 | $89.0M | 4.69% |
| 7 | Apellis Pharmaceuticals Inc | APLS | 1,576,000 | $81.5M | 4.30% |
| 8 | Amylyx Pharmaceuticals Inc | AMLX | 2,084,000 | $77.0M | 4.06% |
| 9 | Tango Therapeutics Inc | TNGX | 7,123,642 | $51.6M | 2.72% |
| 10 | Tyra Biosciences Inc | TYRA | 6,448,359 | $49.0M | 2.58% |
| 11 | Reata Pharmaceuticals Inc | 75615P103 | 1,230,004 | $46.7M | 2.46% |
| 12 | Akero Therapeutics Inc | 00973Y108 | 831,495 | $45.6M | 2.40% |
| 13 | iTeos Therapeutics Inc | 46565G104 | 2,154,058 | $42.1M | 2.22% |
| 14 | Sage Therapeutics Inc | 78667J108 | 1,094,000 | $41.7M | 2.20% |
| 15 | AnaptysBio Inc | ANABV | 1,300,000 | $40.3M | 2.12% |
| 16 | Ideaya Biosciences Inc | IDYA | 2,202,812 | $40.0M | 2.11% |
| 17 | Centessa Pharmaceuticals PLC | CNTA | 1,251,137 | $38.8M | 2.04% |
| 18 | Nuvalent Inc | NUVL | 1,210,192 | $36.0M | 1.90% |
| 19 | Relay Therapeutics Inc | RLAY | 2,169,132 | $32.4M | 1.71% |
| 20 | Axsome Therapeutics Inc | AXSM | 400,000 | $30.9M | 1.63% |
| 21 | Arcus Biosciences Inc | RCUS | 1,432,200 | $29.6M | 1.56% |
| 22 | Merus N V | N5749R100 | 1,900,000 | $29.4M | 1.55% |
| 23 | Rocket Pharmaceuticals Inc | RCKTW | 1,466,051 | $28.7M | 1.51% |
| 24 | Amicus Therapeutics Inc | FOLD | 2,325,000 | $28.4M | 1.50% |
| 25 | Ventyx Biosciences Inc | 92332V107 | 850,000 | $27.9M | 1.47% |
| 26 | PMV Pharmaceuticals Inc | PMVP | 3,163,795 | $27.5M | 1.45% |
| 27 | Bellus Health Inc New | 07987C204 | 3,200,000 | $26.3M | 1.39% |
| 28 | Day One Biopharmaceuticals I | DAWN | 1,189,943 | $25.6M | 1.35% |
| 29 | Avidity Biosciences Inc | 05370A108 | 1,121,327 | $24.9M | 1.31% |
| 30 | Xenon Pharmaceuticals Inc | XENE | 600,000 | $23.7M | 1.25% |
| 31 | Geron Corp | GERN | 8,100,000 | $19.6M | 1.03% |
| 32 | Exelixis Inc | EXEL | 1,150,000 | $18.4M | 0.97% |
| 33 | Point Biopharma Global Inc | 730541109 | 2,500,000 | $18.2M | 0.96% |
| 34 | Prothena Corp PLC | PRTA | 300,000 | $18.1M | 0.95% |
| 35 | 89Bio Inc | 282559103 | 1,400,000 | $17.8M | 0.94% |
| 36 | Iveric Bio Inc | 46583P102 | 825,000 | $17.7M | 0.93% |
| 37 | Rain Oncology Inc | 75082Q105 | 2,147,212 | $17.2M | 0.91% |
| 38 | Viking Therapeutics Inc | VKTX | 1,500,000 | $14.1M | 0.74% |
| 39 | Nurix Therapeutics Inc | NRIX | 1,224,892 | $13.4M | 0.71% |
| 40 | Fate Therapeutics Inc | FATE | 1,250,000 | $12.6M | 0.66% |
| 41 | Ascendis Pharma A/S | ASND | 95,000 | $11.6M | 0.61% |
| 42 | Cullinan Oncology Inc | CGEM | 1,074,082 | $11.3M | 0.60% |
| 43 | Iovance Biotherapeutics Inc | IOVA | 1,505,133 | $9.6M | 0.51% |
| 44 | Oric Pharmaceuticals Inc | ORIC | 1,054,000 | $7.4M | 0.39% |
| 45 | Gossamer Bio Inc | GOSS | 3,336,928 | $7.2M | 0.38% |
| 46 | Panacea Acquisition Corp II | G6882C106 | 500,000 | $6.2M | 0.33% |
| 47 | Cogent Biosciences Inc | COGT | 525,000 | $6.1M | 0.32% |
| 48 | BioAtla Inc | BCAB | 686,347 | $5.7M | 0.30% |
| 49 | Arvinas Inc | ARVN | 150,000 | $5.1M | 0.27% |
| 50 | Cabaletta Bio Inc | CABA | 540,000 | $5.0M | 0.26% |
| 51 | 2Seventy Bio Inc | 901384107 | 459,836 | $4.3M | 0.23% |
| 52 | Selecta Biosciences Inc | 816212104 | 3,284,072 | $3.7M | 0.20% |
| 53 | Black Diamond Therapeutics I | BDTX | 2,014,858 | $3.6M | 0.19% |
| 54 | Kinnate Biopharma Inc | 49705R105 | 510,000 | $3.1M | 0.16% |
| 55 | Milestone Pharmaceuticals In | MIST | 698,861 | $2.8M | 0.15% |
| 56 | NGM Biopharmaceuticals Inc | 62921N105 | 500,000 | $2.5M | 0.13% |
| 57 | Health Sciences Acq Corp 2 | G4411D109 | 250,000 | $2.5M | 0.13% |
| 58 | EQRx Inc | 26886C107 | 1,000,000 | $2.5M | 0.13% |
| 59 | Third Harmonic Bio Inc | 88427A107 | 570,417 | $2.5M | 0.13% |
| 60 | DBV Technologies S A | DBVTF | 1,450,000 | $2.2M | 0.12% |
| 61 | Theseus Pharmaceuticals Inc | 88369M101 | 415,000 | $2.1M | 0.11% |
| 62 | Veru Inc | VERU | 347,300 | $1.8M | 0.10% |
| 63 | Atreca Inc | 04965G109 | 2,202,333 | $1.8M | 0.09% |
| 64 | Mereo Biopharma Group PLC | MREO | 2,250,000 | $1.7M | 0.09% |
| 65 | Alaunos Therapeutics Inc | TCRT | 1,500,000 | $973,650 | 0.05% |
| 66 | MEI Pharma Inc | 55279B202 | 2,913,091 | $709,629 | 0.04% |
| 67 | Protara Therapeutics Inc | TARA | 209,227 | $560,728 | 0.03% |
| 68 | Disc Medicine Inc | IRON | 130,000 | $175,500 | 0.01% |
| 69 | Bellicum Pharmaceuticals Inc | 079481404 | 56,950 | $41,004 | 0.00% |
| 70 | Nuvation Bio Inc | NUVB | 266,666 | $38,533 | 0.00% |
| 71 | Surrozen Inc | SRZNW | 66,666 | $4,393 | 0.00% |