Boxer Capital DAWN Position
Exited6-Fund ConvergenceBoxer Capital exited their position in Day One Biopharmaceuticals Inc. (DAWN) in Q4 2024, after holding the stock for 12 quarters.
The position was first reported in Q1 2022 and has been tracked across 12 quarterly 13F filings.
DAWN is a convergence signal: 6 specialist biotech funds hold this stock, suggesting high institutional conviction.
There is an upcoming Phase 2 readout for Tovorafenib in 410 days (May 31, 2027), making the timing of Boxer's position particularly relevant.
Short interest stands at 11.6% of float with 1.1 days to cover, indicating significant bearish positioning against the stock.
About Day One Biopharmaceuticals Inc.
Day One Biopharmaceuticals, Inc., a clinical-stage biopharmaceutical company, develops and commercializes targeted therapies for patients with genetically defined cancers. Its lead product candidate is DAY101, an oral brain-penetrant type II pan-rapidly accelerated fibrosarcoma kinase inhibitor that is in Phase II clinical trial for pediatric patients with relapsed/progressive low-grade glioma. The company is also developing Pimasertib, an oral small molecule inhibitor of mitogen-activated protein kinase kinases 1 and 2. Day One Biopharmaceuticals, Inc. was incorporated in 2018 and is headquartered in South San Francisco, California.
Full company profile →Short Interest
11.6%
1.1 days to cover
Boxer Capital DAWN Position History
| Quarter | Action | Shares | Change | Value |
|---|---|---|---|---|
| Q4 2024 | Exited | 0 | -1,189,943 | $0 |
| Q3 2024 | Held | 1,189,943 | — | $16.6M |
| Q2 2024 | Held | 1,189,943 | — | $16.4M |
| Q1 2024 | Held | 1,189,943 | — | $19.7M |
| Q4 2023 | Held | 1,189,943 | — | $17.4M |
| Q3 2023 | Held | 1,189,943 | — | $14.6M |
| Q2 2023 | Held | 1,189,943 | — | $14.2M |
| Q1 2023 | Held | 1,189,943 | — | $15.9M |
| Q4 2022 | Held | 1,189,943 | — | $25.6M |
| Q3 2022 | Held | 1,189,943 | — | $23.8M |
| Q2 2022 | Held | 1,189,943 | — | $21.3M |
| Q1 2022 | New | 1,189,943 | +1,189,943 | $11.8M |
Frequently Asked Questions
Does Boxer Capital own DAWN?
No. Boxer Capital exited their position in Day One Biopharmaceuticals Inc. (DAWN) in Q4 2024. They previously held the stock for 12 quarters.
How many hedge funds own DAWN?
6 specialist biotech hedge funds currently hold DAWN, including RA Capital Management, Deerfield Management, Baker Bros. Advisors and 3 more. When 3 or more specialist funds hold the same stock, BiotechEdge flags it as a convergence signal.
When did Boxer Capital first buy DAWN?
Boxer Capital's position in DAWN was first reported in Q1 2022. 13F filings are reported with a 45-day delay, so the actual purchase may have occurred earlier in the quarter.
Is Boxer Capital's DAWN position increasing or decreasing?
Boxer Capital completely exited their DAWN position in the most recent quarter.
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