Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 70 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Kiniksa Pharmaceuticals International, plc | 10,302,952 | reported | 18 May 2020 | tx 2+1,600,000 |
| TRIMERIS INC | 9,184,771 | reported | 07 Jan 2015 | tx 3+1,375,000 |
| GENOMIC HEALTH INC | 9,062,207 | reported | 27 Feb 2019 | tx 61+139,908−268,559 |
| ALEXION PHARMACEUTICALS INC | 7,597,261 | reported | 15 Jun 2017 | tx 33+14,335,888 |
| Talis Biomedical Corp | 7,053,176 | reported | 18 Nov 2021 | tx 1+50,000 |
| Atreca, Inc. | 6,173,327 | reported | 20 Jul 2020 | tx 14+10,248,201−7,466,951 |
| BELLICUM PHARMACEUTICALS, INC | 4,527,089 | reported | 24 Mar 2017 | tx 2+166,666 |
| Entrada Therapeutics, Inc. | 3,081,303 | reported | 25 Jun 2024 | tx 20+3,487,456 |
| INCYTE CORP | 2,833,039 | reported | 08 May 2026 | tx 22+173,560−70,000 |
| XOMA Royalty Corp | 2,114,104 | reported | 30 Dec 2014 | tx 30+2,757,791−4,721,306 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 May 2026 | SALE | BeOne Medicines Ltd. | 2,743 | 23.85 USD | |
| 22 May 2026 | SALE | BeOne Medicines Ltd. | 2,743 | 23.85 USD | |
| 22 May 2026 | SALE | BeOne Medicines Ltd. | 2,756 | 23.79 USD | |
| 22 May 2026 | SALE | BeOne Medicines Ltd. | 2,756 | 23.79 USD | |
| 20 May 2026 | GRANT_AWARD | TScan Therapeutics, Inc. | 67,000 | 0.00 USD | deriv |
| 20 May 2026 | GRANT_AWARD | TScan Therapeutics, Inc. | 67,000 | 0.00 USD | deriv |
| 08 May 2026 | EXERCISE | INCYTE CORP | 15,000 | 84.53 USD | |
| 08 May 2026 | EXERCISE | INCYTE CORP | 15,000 | 84.53 USD | |
| 08 May 2026 | EXERCISE | INCYTE CORP | 15,000 | 0.00 USD | deriv |
| 08 May 2026 | EXERCISE | INCYTE CORP | 15,000 | 0.00 USD | deriv |
| 21 Apr 2026 | PURCHASE | Prelude Therapeutics Inc | 114,601 | 4.44 USD | derivfirst after silence |
| 21 Apr 2026 | PURCHASE | Prelude Therapeutics Inc | 2,137,651 | 4.44 USD | deriv |
| 14 Aug 2025 | TENDER | IGM Biosciences, Inc. | 357,048 | — | |
| 14 Aug 2025 | TENDER | IGM Biosciences, Inc. | 3,763,362 | — | |
| 14 Aug 2025 | TENDER | IGM Biosciences, Inc. | 9,886,217 | 0.00 USD | deriv |
| 14 Aug 2025 | TENDER | IGM Biosciences, Inc. | 834,707 | 0.00 USD | deriv |
| 25 Jun 2025 | GRANT_AWARD | Kymera Therapeutics, Inc. | 16,000 | 0.00 USD | deriv |
| 25 Jun 2025 | GRANT_AWARD | Kymera Therapeutics, Inc. | 16,000 | 0.00 USD | deriv |
| 03 Jun 2025 | GRANT_AWARD | Denali Therapeutics Inc. | 10,565 | 0.00 USD | |
| 03 Jun 2025 | GRANT_AWARD | Denali Therapeutics Inc. | 10,565 | 0.00 USD | |
| 03 Jun 2025 | GRANT_AWARD | Denali Therapeutics Inc. | 31,695 | 0.00 USD | deriv |
| 03 Jun 2025 | GRANT_AWARD | Denali Therapeutics Inc. | 31,695 | 0.00 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | BICYCLE THERAPEUTICS PLC | 4,400 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | BICYCLE THERAPEUTICS PLC | 4,400 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | BICYCLE THERAPEUTICS PLC | 8,801 | 0.00 USD | deriv |
4 purchases reported after at least 12 months of silence — most recent on 21 Apr 2026.