Boxer Capital Amends Tyra Biosciences Stake

TL;DR

Boxer Capital updated their Tyra Biosciences stake filing - watch for changes.

AI Summary

Boxer Capital Management, LLC, along with Aaron I. Davis and MVA Investors, LLC, filed an amendment (No. 5) to their Schedule 13D on November 19, 2024, concerning their holdings in Tyra Biosciences, Inc. The filing indicates a change in the group's beneficial ownership of the company's common stock.

Why It Matters

This filing signals a potential shift in significant shareholder activity or strategy for Tyra Biosciences, which could influence stock price and corporate governance.

Risk Assessment

Risk Level: medium — Amendments to Schedule 13D often indicate changes in significant investor positions, which can lead to increased volatility.

Key Players & Entities

• Boxer Capital Management, LLC (company) — Filing entity
• Aaron I. Davis (person) — Group member
• MVA Investors, LLC (company) — Group member
• Tyra Biosciences, Inc. (company) — Subject company
• Josh La Grange (person) — Authorized to receive service

FAQ

Key Financial Figures

• $0.0001 — , Inc. (Name of Issuer) Common Stock, $0.0001 par value per share (Title of Class of
• $16.25 — itutional buyer at a price per share of $16.25 pursuant to an agreement on customary t
• $16.00 — itutional buyer at a price per share of $16.00 pursuant to an agreement on customary t

Filing Documents

• ff4142386_13da5-tyra.htm (SC 13D/A) — 191KB
• ff4142386_ex7-tyra.htm (EX-7) — 47KB
• ff4142386_ex8-tyra.htm (EX-8) — 49KB
• 0000895345-24-000595.txt ( ) — 288KB

is hereby amended by the addition of the following

Item 4 is hereby amended by the addition of the following: On November 8, 2024, Boxer Capital sold, for cash, 1,220,681 shares of Common Stock in a private sale transaction to an institutional buyer at a price per share of $16.25 pursuant to an agreement on customary terms (the " Stock Purchase Agreement "). On November 15, 2024, Boxer Capital sold, for cash, 1,200,000 shares of Common Stock in a private sale transaction to an institutional buyer at a price per share of $16.00 pursuant to an agreement on customary terms (together with the Stock Purchase Agreement, the " Purchase Agreements "). Item 5. Interest in Securities of the Issuer. Items 5(a) and (b) are hereby amended and restated to read as follows: (a) (b) For information regarding beneficial ownership, see the information presented on the cover pages.

(c) is hereby amended by the addition of the following

Item 5(c) is hereby amended by the addition of the following: (c) Except as set forth in Item 4 and in Schedule B with respect to BCM and MVA Investors, no transactions in the Issuer's Common Stock were effected by the Reporting Persons since Amendment No. 4.

(e) is hereby amended by the addition of the following

Item 5(e) is hereby amended by the addition of the following: On October 24, 2024, Siddarth Subramony resigned from the board of directors of Tyra Biosciences, Inc. and ceased to be a member of a group that beneficially owns more than 5% of the outstanding shares of Common Stock. Item 6. Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer.

is hereby amended by the addition of the following

Item 6 is hereby amended by the addition of the following: The disclosure set forth above in Item 4 regarding the Purchase Agreements is incorporated herein and is qualified by reference to the text thereof. Item 7. Material to be Filed as Exhibits.

is hereby amended by the addition of the following

Item 7 is hereby amended by the addition of the following: Exhibit No. Description Exhibit 6 Joint Filing Agreement, dated November 19, 2024 by and among Mr. Davis, MVA Investors and BCM. Exhibit 7 Stock Purchase Agreement, dated November 8, 2024, among Boxer Capital, LLC and RA Capital Healthcare Fund, LP. Exhibit 8 Stock Purchase Agreement, dated November 15, 2024, among Boxer Capital, LLC and certain entities associated with Kyman Capital Management, LP.

SIGNATURES

SIGNATURES After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated: November 19, 2024. AARON I. DAVIS /s/ Aaron I. Davis Aaron I. Davis, Individually MVA INVESTORS, LLC By: /s/ Aaron I. Davis Name: Aaron I. Davis Title: Authorized Signatory BOXER CAPITAL MANAGEMENT, LLC By: /s/ Aaron I. Davis Name: Aaron I. Davis Title: Managing Member JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k) In accordance with Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended, the persons named below agree to the joint filing on behalf of each of them of a Statement on Schedule 13D and any amendments to it with respect to Common Stock, $0.0001 par value per share, of Tyra Biosciences, Inc. and further agree that this Joint Filing Agreement be included as an Exhibit to those joint filings. Each of the undersigned agrees to be responsible for the timely filing of the Schedule 13D and any amendments thereto, and for the completeness and accuracy of the information concerning itself contained therein. This agreement may be executed in any number of counterparts, all of which taken together shall constitute one and the same instrument. Dated: November 19, 2024. AARON I. DAVIS /s/ Aaron I. Davis Aaron I. Davis, Individually MVA INVESTORS, LLC By: /s/ Aaron I. Davis Name: Aaron I. Davis Title: Authorized Signatory BOXER CAPITAL MANAGEMENT, LLC By: /s/ Aaron I. Davis Name: Aaron I. Davis Title: Managing Member SCHEDULE B Table I: Boxer Capital Management, LLC Date Shares Price per Share Transaction Type 10/28/2024 175,000 $ 20.55 * Open Market Sale 10/29/2024 125,000 $ 17.52 * Open Market Sale 10/30/2024 25,000 $ 15.78 * Open Market Sale 10/31/2024 200,000 $ 16.55 * Open Market Sale 11/01/2024 65,000 $ 16.43 * Open Market Sale 11/04/2024 20,000 $ 16.39 * Open Market Sal

View Full Filing

View this SC 13D/A filing on SEC EDGAR