- New Purchases: ALNY, ALXN, SBBP, SNSS, BLPH, RXDX,
- Added Positions: AVXS, BGNE, MDCO,
- Reduced Positions: SGEN, CLVS, ARDM,
- Sold Out: BMRN, RIGL, HRTX, EBIO, EPIX,
For the details of Boxer Capital, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Boxer+Capital%2C+LLC
These are the top 5 holdings of Boxer Capital, LLC- AveXis Inc (AVXS) - 1,028,763 shares, 20.71% of the total portfolio. Shares added by 243.20%
- Clovis Oncology Inc (CLVS) - 850,000 shares, 15.93% of the total portfolio. Shares reduced by 15%
- The Medicines Co (MDCO) - 828,198 shares, 11.86% of the total portfolio. Shares added by 18.31%
- BeiGene Ltd (BGNE) - 850,000 shares, 10.88% of the total portfolio. Shares added by 72.19%
- Blueprint Medicines Corp (BPMC) - 705,159 shares, 8.34% of the total portfolio.
Boxer Capital, LLC initiated holdings in Alnylam Pharmaceuticals Inc. The purchase prices were between $31.41 and $70.3, with an estimated average price of $41.87. The stock is now traded at around $47.02. The impact to the portfolio due to this purchase was 3.95%. The holdings were 250,000 shares as of 2016-12-31.
New Purchase: Alexion Pharmaceuticals Inc (ALXN)Boxer Capital, LLC initiated holdings in Alexion Pharmaceuticals Inc. The purchase prices were between $110.01 and $135.59, with an estimated average price of $122.36. The stock is now traded at around $130.39. The impact to the portfolio due to this purchase was 3.87%. The holdings were 75,000 shares as of 2016-12-31.
New Purchase: Strongbridge Biopharma PLC (SBBP)Boxer Capital, LLC initiated holdings in Strongbridge Biopharma PLC. The purchase prices were between $2.3 and $5.4, with an estimated average price of $4.08. The stock is now traded at around $2.45. The impact to the portfolio due to this purchase was 0.95%. The holdings were 940,000 shares as of 2016-12-31.
New Purchase: Sunesis Pharmaceuticals Inc (SNSS)Boxer Capital, LLC initiated holdings in Sunesis Pharmaceuticals Inc. The purchase prices were between $3.49 and $4.71, with an estimated average price of $3.98. The stock is now traded at around $4.10. The impact to the portfolio due to this purchase was 0.8%. The holdings were 525,000 shares as of 2016-12-31.
New Purchase: Bellerophon Therapeutics Inc (BLPH)Boxer Capital, LLC initiated holdings in Bellerophon Therapeutics Inc. The purchase prices were between $0.47 and $1.48, with an estimated average price of $0.93. The stock is now traded at around $0.91. The impact to the portfolio due to this purchase was 0.41%. The holdings were 1,857,143 shares as of 2016-12-31.
New Purchase: Ignyta Inc (RXDX)Boxer Capital, LLC initiated holdings in Ignyta Inc. The purchase prices were between $4.25 and $7.1, with an estimated average price of $5.83. The stock is now traded at around $9.55. The impact to the portfolio due to this purchase was 0.28%. The holdings were 125,000 shares as of 2016-12-31.
Added: AveXis Inc (AVXS)Boxer Capital, LLC added to the holdings in AveXis Inc by 243.20%. The purchase prices were between $42 and $71.36, with an estimated average price of $53.44. The stock is now traded at around $59.36. The impact to the portfolio due to this purchase was 14.68%. The holdings were 1,028,763 shares as of 2016-12-31.
Added: BeiGene Ltd (BGNE)Boxer Capital, LLC added to the holdings in BeiGene Ltd by 72.19%. The purchase prices were between $26.95 and $36.9, with an estimated average price of $31.43. The stock is now traded at around $40.78. The impact to the portfolio due to this purchase was 4.56%. The holdings were 850,000 shares as of 2016-12-31.
Sold Out: Biomarin Pharmaceutical Inc (BMRN)Boxer Capital, LLC sold out the holdings in Biomarin Pharmaceutical Inc. The sale prices were between $78.62 and $95.92, with an estimated average price of $86.
Sold Out: Rigel Pharmaceuticals Inc (RIGL)Boxer Capital, LLC sold out the holdings in Rigel Pharmaceuticals Inc. The sale prices were between $2.38 and $4.01, with an estimated average price of $2.86.
Sold Out: Heron Therapeutics Inc (HRTX)Boxer Capital, LLC sold out the holdings in Heron Therapeutics Inc. The sale prices were between $12.4 and $20.35, with an estimated average price of $15.69.
Sold Out: Eleven Biotherapeutics Inc (EBIO)Boxer Capital, LLC sold out the holdings in Eleven Biotherapeutics Inc. The sale prices were between $1.41 and $2.92, with an estimated average price of $2.2.
Sold Out: ESSA Pharma Inc (EPIX)Boxer Capital, LLC sold out the holdings in ESSA Pharma Inc. The sale prices were between $1.8 and $2.73, with an estimated average price of $2.18.
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