ANAB · Medicine & biotech
AnaptysBio
Collects royalty payments on GSK’s cancer drug Jemperli.
What the manager says
In short: Now mostly collects royalties on a GSK drug; a lawsuit against GSK could add big upside.
The numbers
The fund’s letter names this company but doesn’t say how much of the fund is in it.
This fund doesn’t file the government report, so share counts aren’t public.