Institutions / Boxer Capital Management, LLC / Activity
Activity — Boxer Capital Management, LLC
102 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2025 as of | Exit | Nuvalent, Inc. Common stock | $-31.91M | -450K -100.00% | 0 | medium |
| Q2 2025 as of | Exit | Avidity Biosciences, Inc. Common stock | $-25.53M | -865K -100.00% | 0 | medium |
| Q2 2025 as of | Exit | AnaptysBio, Inc. Common stock | $-24.17M | -1.3M -100.00% | 0 | medium |
| Q3 2025 as of | Trim | N5749R100 Common stock | $-23.07M | -245K -67.12% | 120,000 2.47% of portfolio | medium |
| Q2 2025 as of | Exit | Xenon Pharmaceuticals Inc. Common stock | $-20.13M | -600K -100.00% | 0 | medium |
| Q2 2025 as of | Trim | Revolution Medicines, Inc. Common stock | $-19.31M | -525K -39.83% | 792,977 6.39% of portfolio | medium |
| Q3 2025 as of | Trim | Revolution Medicines, Inc. Common stock | $-18.35M | -393K -49.56% | 400,000 4.09% of portfolio | medium |
| Q2 2025 as of | Trim | N5749R100 Common stock | $-17.62M | -335K -47.86% | 365,000 4.20% of portfolio | medium |
| Q2 2025 as of | Exit | Apellis Pharmaceuticals, Inc. Common stock | $-15.59M | -713K -100.00% | 0 | medium |
| Q2 2025 as of | Exit | 16934W106 Common stock | $-15.40M | -1.8M -100.00% | 0 | medium |
| Q4 2025 as of | New | Terns Pharmaceuticals, Inc. Common stock | $15.15M | +375K | 375,000 3.32% of portfolio | medium |
| Q4 2025 as of | New | Praxis Precision Medicines, Inc. Common stock | $13.69M | +46K | 46,457 3.00% of portfolio | medium |
| Q4 2025 as of | Add | CELC Celcuity Inc. Common Stock | $13.46M | +135K +150.00% | 225,000 4.91% of portfolio | medium |
| Q2 2025 as of | Exit | ELVN Enliven Therapeutics, Inc. Common Stock | $-13.21M | -671K -100.00% | 0 | medium |
| Q3 2025 as of | New | PTC Therapeutics Inc Common stock | $12.27M | +200K | 200,000 2.69% of portfolio | medium |
| Q4 2025 as of | Trim | N90064101 Common stock | $-12.20M | -510K -63.75% | 290,000 1.52% of portfolio | medium |
| Q4 2025 as of | Exit | N5749R100 Common stock | $-11.30M | -120K -100.00% | 0 | medium |
| Q4 2025 as of | New | Palisade Bio, Inc. Common stock | $11.28M | +4.8M | 4,799,875 2.47% of portfolio | medium |
| Q3 2025 as of | New | Cytokinetics Inc Common stock | $10.99M | +200K | 200,000 2.41% of portfolio | medium |
| Q4 2025 as of | Add | KOD Kodiak Sciences Inc. Common Stock | $10.79M | +386K +51.47% | 1,136,000 6.95% of portfolio | medium |
| Q3 2025 as of | New | 00370M103 Common stock | $10.19M | +120K | 120,000 2.23% of portfolio | medium |
| Q4 2025 as of | Add | Tango Therapeutics, Inc. Common stock | $9.79M | +1.1M +11.31% | 10,876,219 21.09% of portfolio | medium |
| Q2 2025 as of | Exit | Oric Pharmaceuticals, Inc. Common stock | $-9.67M | -1.7M -100.00% | 0 | medium |
| Q2 2025 as of | Exit | Day One Biopharmaceuticals, Inc. Common stock | $-9.44M | -1.2M -100.00% | 0 | medium |
| Q4 2025 as of | New | SRZN Surrozen, Inc./DE Common Stock | $9.40M | +416K | 416,150 2.06% of portfolio | medium |
| Q4 2025 as of | New | Capricor Therapeutics, Inc. Common stock | $9.38M | +325K | 325,000 2.05% of portfolio | medium |
| Q2 2025 as of | Exit | Prothena Corp Public Ltd Co Common stock | $-8.54M | -690K -100.00% | 0 | medium |
| Q2 2025 as of | New | 46565G104 Common stock | $8.23M | +825K | 825,000 1.80% of portfolio | medium |
| Q3 2025 as of | Exit | 46565G104 Common stock | $-8.23M | -825K -100.00% | 0 | medium |
| Q4 2025 as of | New | Cogent Biosciences, Inc. Common stock | $7.99M | +225K | 225,000 1.75% of portfolio | medium |
| Q2 2025 as of | New | M96088105 Common stock | $7.88M | +575K | 575,000 1.72% of portfolio | medium |
| Q2 2025 as of | New | Crescent Biopharma, Inc. Common stock | $7.32M | +454K | 453,686 1.60% of portfolio | medium |
| Q4 2025 as of | Exit | Nektar Therapeutics Common stock | $-7.11M | -125K -100.00% | 0 | medium |
| Q2 2025 as of | Exit | LEGN Legend Biotech Corp ADR | $-6.79M | -200K -100.00% | 0 | medium |
| Q3 2025 as of | Trim | Kymera Therapeutics, Inc. Common stock | $-6.39M | -113K -26.14% | 319,100 3.95% of portfolio | medium |
| Q4 2025 as of | Trim | Cytokinetics Inc Common stock | $-6.35M | -100K -50.00% | 100,000 1.39% of portfolio | medium |
| Q4 2025 as of | New | Cybin Inc. Common stock | $5.85M | +715K | 715,000 1.28% of portfolio | medium |
| Q4 2025 as of | Add | 60255C885 Common stock | $5.82M | +435K +266.06% | 598,500 1.75% of portfolio | medium |
| Q3 2025 as of | Trim | N90064101 Common stock | $-5.81M | -100K -11.06% | 800,000 10.22% of portfolio | medium |
| Q4 2025 as of | New | Contineum Therapeutics, Inc. Common stock | $5.65M | +494K | 494,000 1.24% of portfolio | medium |
| Q3 2025 as of | New | Inovio Pharmaceuticals, Inc. Common stock | $5.38M | +2.3M | 2,300,000 1.18% of portfolio | medium |
| Q4 2025 as of | Add | Protagonist Therapeutics Inc Common stock | $5.24M | +60K +54.55% | 170,000 3.25% of portfolio | medium |
| Q4 2025 as of | New | GPCR Structure Therapeutics Inc. ADR | $5.22M | +75K | 75,000 1.14% of portfolio | medium |
| Q3 2025 as of | Trim | Replimune Group, Inc. Common stock | $-4.87M | -1.2M -52.52% | 1,050,000 0.96% of portfolio | low |
| Q2 2025 as of | Add | Kymera Therapeutics, Inc. Common stock | $4.67M | +107K +32.93% | 432,010 4.13% of portfolio | low |
| Q2 2025 as of | Exit | SLDB Solid Biosciences Inc. Common Stock | $-4.59M | -1.2M -100.00% | 0 | low |
| Q3 2025 as of | New | CELC Celcuity Inc. Common Stock | $4.45M | +90K | 90,000 0.97% of portfolio | low |
| Q2 2025 as of | Trim | Nurix Therapeutics, Inc. Common stock | $-4.42M | -388K -68.92% | 175,000 0.44% of portfolio | low |
| Q3 2025 as of | Trim | Amylyx Pharmaceuticals, Inc. Common stock | $-4.42M | -325K -26.53% | 900,000 2.68% of portfolio | low |
| Q3 2025 as of | Add | Sarepta Therapeutics, Inc. Common stock | $4.34M | +225K +900.00% | 250,000 1.05% of portfolio | low |