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 |
|---|---|---|---|---|---|---|
| $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 | |
| $17.37 | 88 | $1,528.71 | 57,010 | 2026-01-30 | Filing | |
| $16.58 | 4,333 | $71,852.41 | 57,098 | 2026-01-30 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,875,194 | $168,362,430 | 0% | |
| 2. | 5,949,512 | $112,862,243 | 0% | |
| 3. | 4,897,159 | $92,899,106 | 3.23% | |
| 4. | 4,881,069 | $92,593,901 | 0.01% | |
| 5. | 4,234,158 | $80,321,977 | 0% |