Vir Biotechnology Stock Has Doubled This Past Year. One Fund Just Bought 1.2 Million Shares

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Jonathan Ponciano, The Motley Fool

Sun, May 17, 2026 astatine 3:07 PM CDT 4 min read

On May 15, 2026, Boxer Capital Management disclosed a acquisition of 1,241,000 Vir Biotechnology (NASDAQ:VIR) shares, an estimated $9.89 cardinal commercialized based connected quarterly mean pricing.

What happened

According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Boxer Capital Management bought 1,241,000 further shares of Vir Biotechnology (NASDAQ:VIR). The estimated transaction worth was $9.89 million, calculated utilizing the mean closing terms from January 1 to March 31, 2026. The fund’s Vir Biotechnology presumption worth accrued by $12.95 cardinal for the quarter, reflecting some further shares and changes successful the banal price.

What other to cognize

Boxer Capital Managements bargain brought its Vir Biotechnology involvement to 2.2% of 13F reportable AUM arsenic of March 31, 2026.
Top holdings aft the filing:
- NASDAQ:TNGX: $227.53 cardinal (29.9% of AUM)
- NASDAQ:KOD: $51.88 cardinal (6.8% of AUM)
- NASDAQ:RVMD: $48.62 cardinal (6.4% of AUM)
- NASDAQ:KYMR: $27.41 cardinal (3.6% of AUM)
- NASDAQ:CELC: $25.68 cardinal (3.4% of AUM)
As of May 14, 2026, Vir Biotechnology shares were priced astatine $9.09, up astir 100% implicit the past twelvemonth and good outperforming the S&P 500, which is alternatively up astir 25%.

Company overview

Metric

Value

Revenue (TTM)	$64.7 million
Net Income (TTM)	($442.72 million)
Price (as of marketplace adjacent May 14, 2026)	$9.09
One-Year Price Change	100%

Company snapshot

Vir Biotechnology develops monoclonal antibodies and RNA-based therapeutics targeting infectious diseases specified arsenic COVID-19, hepatitis B, influenza A, and HIV.
The steadfast generates gross done merchandise sales, licensing agreements, and probe collaborations with pharmaceutical and biotechnology partners.
It is headquartered successful San Francisco, California, with a absorption connected immunology-based therapies for superior infectious diseases.

Vir Biotechnology, Inc. is simply a commercial-stage biotechnology institution specializing successful immunology-based therapies for superior infectious diseases. The institution leverages strategical collaborations and a robust pipeline to code unmet aesculapian needs successful planetary health. Its competitory vantage lies successful its absorption connected innovative antibody and RNA technologies, supported by partnerships with starring organizations and probe institutions.

What this transaction means for investors

Boxer Capital appears to beryllium leaning into Vir Biotechnology during a beauteous pivotal infinitesimal for the company. The company’s banal has had a blockbuster twelvemonth aft a unsmooth post-pandemic agelong (Vir developed the antibody, sotrovimad, for aboriginal attraction of mild-to-moderate Covid). Shares are up astir 100% this past year, but inactive down adjacent to 90% from 2021 highs.

Earlier this month, Vir highlighted encouraging Phase 2 information successful chronic hepatitis delta, with 88% of definite patients maintaining undetectable microorganism levels done Week 96 utilizing its operation therapy. The institution besides precocious closed a large collaboration with Astellas to beforehand its prostate crab therapy VIR-5500, with pivotal Phase 3 trials anticipated successful 2027.

Financially, Vir remains good capitalized: The institution ended the 4th with much than $809 cardinal successful currency and investments, excluding different $315 cardinal tied to the Astellas concern expected successful the 2nd quarter.

Going forward, the cardinal question is whether Vir tin crook its currency reserves and wide pipeline into a sustainable commercialized concern earlier capitalist patience fades again.

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