Institutions / Boxer Capital Management, LLC / Activity
Activity — Boxer Capital Management, LLC
102 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | New | UPB Upstream Bio, Inc. Common Stock | $4.07M | +150K | 150,000 0.89% of portfolio | low |
| Q2 2025 as of | Add | Replimune Group, Inc. Common stock | $3.86M | +415K +23.10% | 2,211,341 4.50% of portfolio | low |
| Q4 2025 as of | New | Vir Biotechnology, Inc. Common stock | $3.77M | +625K | 625,000 0.82% of portfolio | low |
| Q4 2025 as of | New | Invivyd, Inc. Common stock | $3.71M | +1.5M | 1,500,000 0.81% of portfolio | low |
| Q3 2025 as of | New | SLDB Solid Biosciences Inc. Common Stock | $3.70M | +600K | 600,000 0.81% of portfolio | low |
| Q3 2025 as of | New | Denali Therapeutics Inc. Common stock | $3.63M | +250K | 250,000 0.79% of portfolio | low |
| Q4 2025 as of | Exit | Denali Therapeutics Inc. Common stock | $-3.63M | -250K -100.00% | 0 | low |
| Q2 2025 as of | Exit | Denali Therapeutics Inc. Common stock | $-3.40M | -250K -100.00% | 0 | low |
| Q2 2025 as of | Trim | Amylyx Pharmaceuticals, Inc. Common stock | $-3.37M | -525K -30.00% | 1,225,000 1.72% of portfolio | low |
| Q3 2025 as of | Add | Protagonist Therapeutics Inc Common stock | $3.32M | +50K +83.33% | 110,000 1.60% of portfolio | low |
| Q2 2025 as of | New | Protagonist Therapeutics Inc Common stock | $3.32M | +60K | 60,000 0.73% of portfolio | low |
| Q2 2025 as of | New | Nektar Therapeutics Common stock | $3.23M | +125K | 125,000 0.71% of portfolio | low |
| Q2 2025 as of | Trim | Tango Therapeutics, Inc. Common stock | $-3.12M | -610K -5.87% | 9,771,485 10.95% of portfolio | low |
| Q4 2025 as of | Trim | Replimune Group, Inc. Common stock | $-2.92M | -300K -28.57% | 750,000 1.60% of portfolio | low |
| Q3 2025 as of | New | Precigen, Inc. Common stock | $2.80M | +850K | 850,000 0.61% of portfolio | low |
| Q4 2025 as of | Add | Avalo Therapeutics, Inc. Common stock | $2.72M | +150K +120.00% | 275,000 1.09% of portfolio | low |
| Q2 2025 as of | New | 171757206 Common stock | $2.68M | +55K | 55,000 0.59% of portfolio | low |
| Q4 2025 as of | Add | Precigen, Inc. Common stock | $2.19M | +525K +61.76% | 1,375,000 1.26% of portfolio | low |
| Q4 2025 as of | Trim | Sarepta Therapeutics, Inc. Common stock | $-2.15M | -100K -40.00% | 150,000 0.71% of portfolio | low |
| Q2 2025 as of | Add | N90064101 Common stock | $2.08M | +150K +19.93% | 899,500 2.74% of portfolio | low |
| Q3 2025 as of | New | Apogee Therapeutics, Inc. Common stock | $1.99M | +50K | 50,000 0.43% of portfolio | low |
| Q3 2025 as of | New | 60255C885 Common stock | $1.93M | +164K | 163,500 0.42% of portfolio | low |
| Q4 2025 as of | New | Karyopharm Therapeutics Inc. Common stock | $1.86M | +253K | 252,536 0.41% of portfolio | low |
| Q3 2025 as of | New | MLTX MoonLake Immunotherapeutics Common Stock | $1.79M | +250K | 250,000 0.39% of portfolio | low |
| Q4 2025 as of | Trim | M96088105 Common stock | $-1.76M | -75K -13.04% | 500,000 2.56% of portfolio | low |
| Q4 2025 as of | Trim | SLDB Solid Biosciences Inc. Common Stock | $-1.69M | -300K -50.00% | 300,000 0.37% of portfolio | low |
| Q2 2025 as of | Exit | Prelude Therapeutics Incorporated Common stock | $-1.62M | -2.1M -100.00% | 0 | low |
| Q3 2025 as of | New | Avalo Therapeutics, Inc. Common stock | $1.59M | +125K | 125,000 0.35% of portfolio | low |
| Q4 2025 as of | Add | Apogee Therapeutics, Inc. Common stock | $1.51M | +20K +40.00% | 70,000 1.16% of portfolio | low |
| Q4 2025 as of | Trim | Nurix Therapeutics, Inc. Common stock | $-1.42M | -75K -42.86% | 100,000 0.42% of portfolio | low |
| Q3 2025 as of | New | Milestone Pharmaceuticals Inc. Common stock | $1.33M | +667K | 666,666 0.29% of portfolio | low |
| Q4 2025 as of | Trim | Amylyx Pharmaceuticals, Inc. Common stock | $-1.21M | -100K -11.11% | 800,000 2.12% of portfolio | low |
| Q4 2025 as of | New | CLNN Clene Inc. Common Stock | $1.17M | +200K | 199,737 0.26% of portfolio | low |
| Q3 2025 as of | New | PepGen Inc. Common stock | $1.16M | +250K | 250,000 0.25% of portfolio | low |
| Q3 2025 as of | New | LBRX Lb Pharmaceuticals Inc Common Stock | $1.11M | +70K | 70,000 0.24% of portfolio | low |
| Q4 2025 as of | Add | 171757206 Common stock | $1.10M | +5K +10.42% | 53,000 2.56% of portfolio | low |
| Q4 2025 as of | Exit | 45783C200 Common stock | $-1.08M | -61K -100.00% | 0 | low |
| Q2 2025 as of | Trim | KOD Kodiak Sciences Inc. Common Stock | $-1.06M | -285K -27.54% | 750,000 0.61% of portfolio | low |
| Q2 2025 as of | New | KalVista Pharmaceuticals Inc Common stock | $1.06M | +93K | 93,400 0.23% of portfolio | low |
| Q3 2025 as of | Trim | KalVista Pharmaceuticals Inc Common stock | $-889.1K | -73K -78.16% | 20,400 0.05% of portfolio | low |
| Q4 2025 as of | Add | PepGen Inc. Common stock | $806.5K | +124K +49.56% | 373,892 0.53% of portfolio | low |
| Q4 2025 as of | Add | Kymera Therapeutics, Inc. Common stock | $778.1K | +10K +3.13% | 329,100 5.60% of portfolio | low |
| Q4 2025 as of | Add | 00370M103 Common stock | $674.3K | +5K +4.17% | 125,000 3.69% of portfolio | low |
| Q3 2025 as of | Trim | 171757206 Common stock | $-670.3K | -7K -12.73% | 48,000 1.01% of portfolio | low |
| Q2 2025 as of | New | Sarepta Therapeutics, Inc. Common stock | $427.5K | +25K | 25,000 0.09% of portfolio | low |
| Q2 2025 as of | Exit | Boundless Bio, Inc. Common stock | $-377.5K | -250K -100.00% | 0 | low |
| Q4 2025 as of | Add | MLTX MoonLake Immunotherapeutics Common Stock | $329.5K | +25K +10.00% | 275,000 0.79% of portfolio | low |
| Q4 2025 as of | New | Zura Bio Limited Common stock | $262.0K | +50K | 50,000 0.06% of portfolio | low |
| Q4 2025 as of | Add | Inovio Pharmaceuticals, Inc. Common stock | $209.0K | +120K +5.22% | 2,420,122 0.92% of portfolio | low |
| Q2 2025 as of | Trim | 45783C200 Common stock | $-196.3K | -9K -11.76% | 70,700 0.32% of portfolio | low |