Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 37 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 |
|---|---|---|---|---|
| BICYCLE THERAPEUTICS PLC | 20,027,289 | reported | 29 May 2024 | tx 2+17,114,846 |
| Kodiak Sciences Inc. | 10,998,764 | reported | 08 Sept 2020 | tx 55+707,334 |
| AUXILIUM PHARMACEUTICALS INC | 5,416,304 | reported | 02 Aug 2011 | tx 17+127,143−704,705 |
| HERON THERAPEUTICS, INC. /DE/ | 5,266,568 | reported | 30 Jun 2011 | tx 5+885,586 |
| IDERA PHARMACEUTICALS, INC. | 4,290,995 | reported | 01 Jul 2019 | tx 65+213,698−791,120 |
| SEATTLE GENETICS INC /WA | 4,088,765 | reported | 13 May 2022 | tx 180+8,528,019−2,653,645 |
| ACADIA PHARMACEUTICALS INC | 3,623,747 | reported | 01 Jun 2023 | tx 12+5,294,898−63,409 |
| Denali Therapeutics Inc. | 2,335,469 | reported | 11 Dec 2025 | tx 2+2,285,714 |
| VIROPHARMA INC | 1,966,090 | reported | 14 Dec 2011 | tx 99+2,751,018−2,090,664 |
| Mirati Therapeutics, Inc. | 1,618,684 | reported | 16 Nov 2017 | tx 14+1,923,076−999,358 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Jan 2026 | EXERCISE | DBV Technologies S.A. | 25,005,240 | 0.00 USD | deriv |
| 12 Jan 2026 | EXERCISE | DBV Technologies S.A. | 25,005,240 | 0.00 USD | deriv |
| 12 Jan 2026 | EXERCISE | DBV Technologies S.A. | 2,299,656 | 0.00 USD | deriv |
| 12 Jan 2026 | EXERCISE | DBV Technologies S.A. | 2,299,656 | 0.00 USD | deriv |
| 11 Dec 2025 | PURCHASE | Denali Therapeutics Inc. | 2,095,191 | 17.49 USD | deriv |
| 11 Dec 2025 | PURCHASE | Denali Therapeutics Inc. | 190,523 | 17.49 USD | derivfirst after silence |
| 30 Sept 2025 | SALE | KALA BIO, Inc. | 21,376 | 1.60 USD | |
| 01 Oct 2025 | SALE | KALA BIO, Inc. | 462,967 | 1.38 USD | |
| 01 Oct 2025 | SALE | KALA BIO, Inc. | 50,640 | 1.38 USD | |
| 30 Sept 2025 | SALE | KALA BIO, Inc. | 195,425 | 1.60 USD | |
| 03 Sept 2025 | GRANT_AWARD | vTv Therapeutics Inc. | 46,692 | — | |
| 03 Sept 2025 | GRANT_AWARD | vTv Therapeutics Inc. | 4,308 | — | |
| 03 Sept 2025 | GRANT_AWARD | vTv Therapeutics Inc. | 2,400,605 | — | deriv |
| 03 Sept 2025 | GRANT_AWARD | vTv Therapeutics Inc. | 221,452 | — | deriv |
| 03 Sept 2025 | GRANT_AWARD | vTv Therapeutics Inc. | 2,353,913 | — | deriv |
| 03 Sept 2025 | GRANT_AWARD | vTv Therapeutics Inc. | 217,144 | — | deriv |
| 03 Jun 2025 | GRANT_AWARD | Kiniksa Pharmaceuticals International, plc | 8,397 | 0.00 USD | |
| 03 Jun 2025 | GRANT_AWARD | Kiniksa Pharmaceuticals International, plc | 8,397 | 0.00 USD | |
| 03 Jun 2025 | GRANT_AWARD | Kiniksa Pharmaceuticals International, plc | 50,394 | 0.00 USD | deriv |
| 03 Jun 2025 | GRANT_AWARD | Kiniksa Pharmaceuticals International, plc | 50,394 | 0.00 USD | deriv |
| 05 Jun 2024 | GRANT_AWARD | Kiniksa Pharmaceuticals International, plc | 6,346 | 0.00 USD | |
| 05 Jun 2024 | GRANT_AWARD | Kiniksa Pharmaceuticals International, plc | 6,346 | 0.00 USD | |
| 05 Jun 2024 | GRANT_AWARD | Kiniksa Pharmaceuticals International, plc | 38,080 | 0.00 USD | deriv |
| 05 Jun 2024 | GRANT_AWARD | Kiniksa Pharmaceuticals International, plc | 38,080 | 0.00 USD | deriv |
| 29 May 2024 | GRANT_AWARD | BICYCLE THERAPEUTICS PLC | 15,684,860 | 21.42 USD | deriv |
5 purchases reported after at least 12 months of silence — most recent on 11 Dec 2025.