Nurix Therapeutics, Inc. (NRIX): A Bull Case Theory
We came across a bullish thesis on Nurix Therapeutics, Inc. on Clinical Catalysts’s Substack. In this article, we will summarize the bulls’ thesis on NRIX.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Redmile Group Jeremy Green | 8,093,908 | $153,541,435 | +121% | 11.31% |
| 2. | Deep Track Capital David Kroin | 7,036,455 | $133,481,551 | +17% | 2.38% |
| 3. | Vestal Point Capital Ryan Wilder | 4,690,000 | $88,969,300 | +35% | 3.02% |
| 4. | Baker Bros. Advisors Julian Baker And Felix Baker | 4,658,556 | $88,372,807 | +21% | 0.52% |
| 5. | Perceptive Advisors Joseph Edelman | 3,555,877 | $67,454,987 | +152% | 1.2% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.24 | 8,148 | $124,148.63 | 26,453 | 2026-04-02 | Filing | |
| $15.44 | 8,148 | $125,792.90 | 34,601 | 2026-03-02 | Filing | |
| $16.66 | 14,261 | $237,618.21 | 42,749 | 2026-02-09 | Filing | |
| $17.37 | 73 | $1,268.13 | 45,427 | 2026-01-30 | Filing | |
| $16.58 | 3,588 | $59,498.37 | 45,500 | 2026-01-30 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 228,333 | $3,539,162 | 0.68% | |
| 2. | 576 | $8,928 | 0% | |
| 3. | 553 | $8,572 | 0% | |
| 4. | 359 | $5,557 | 0% |