Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 24 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 |
|---|---|---|---|---|
| MACROGENICS INC | 9,929,963 | reported | 02 Oct 2023 | tx 14+2,979,399 |
| Black Diamond Therapeutics, Inc. | 8,117,839 | reported | 30 Jun 2023 | tx 6+1,583,925 |
| Esperion Therapeutics, Inc. | 4,477,964 | reported | 24 May 2021 | tx 13+1,055,000 |
| ESSA Pharma Inc. | 3,879,583 | reported | 01 Nov 2024 | tx 6+300,000−7,904,683 |
| MPM ACQUISITION CORP | 0 | reported | 11 Aug 2022 | tx 36+2,573,641−8,840,652 |
| THRESHOLD PHARMACEUTICALS INC | 0 | reported | 14 Nov 2024 | tx 22+9,506,945−1,279,820 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Nov 2024 | SALE | THRESHOLD PHARMACEUTICALS INC | 1,279,820 | 0.66 USD | |
| 02 Apr 2024 | PURCHASE | THRESHOLD PHARMACEUTICALS INC | 134,667 | 2.35 USD | deriv |
| 02 Apr 2024 | PURCHASE | THRESHOLD PHARMACEUTICALS INC | 769,334 | 0.13 USD | derivanomaly |
| 01 Nov 2024 | SALE | ESSA Pharma Inc. | 2,000,000 | 1.53 USD | |
| 01 Nov 2024 | SALE | ESSA Pharma Inc. | 2,000,000 | 1.53 USD | |
| 01 Nov 2024 | SALE | ESSA Pharma Inc. | 1,879,583 | 1.51 USD | |
| 01 Nov 2024 | SALE | ESSA Pharma Inc. | 2,000,000 | 1.53 USD | |
| 02 Oct 2023 | PURCHASE | MACROGENICS INC | 150,000 | 4.46 USD | |
| 17 Jul 2023 | PURCHASE | THRESHOLD PHARMACEUTICALS INC | 4,255,319 | 0.47 USD | |
| 30 Jun 2023 | PURCHASE | Black Diamond Therapeutics, Inc. | 1,000,000 | 5.00 USD | |
| 14 Feb 2023 | PURCHASE | MACROGENICS INC | 500,000 | 5.07 USD | |
| 23 Dec 2022 | PURCHASE | MACROGENICS INC | 200,000 | 5.88 USD | |
| 27 Dec 2022 | PURCHASE | MACROGENICS INC | 200,000 | 5.61 USD | |
| 27 Oct 2022 | PURCHASE | Black Diamond Therapeutics, Inc. | 191,678 | 1.87 USD | |
| 28 Oct 2022 | PURCHASE | Black Diamond Therapeutics, Inc. | 172,974 | 2.18 USD | |
| 21 Oct 2022 | PURCHASE | Black Diamond Therapeutics, Inc. | 87,850 | 1.51 USD | |
| 24 Oct 2022 | PURCHASE | MACROGENICS INC | 250,000 | 4.36 USD | |
| 21 Oct 2022 | PURCHASE | MACROGENICS INC | 250,000 | 4.63 USD | |
| 19 Oct 2022 | PURCHASE | Black Diamond Therapeutics, Inc. | 77,689 | 1.32 USD | anomaly |
| 20 Oct 2022 | PURCHASE | Black Diamond Therapeutics, Inc. | 53,734 | 1.42 USD | anomaly |
| 20 Oct 2022 | PURCHASE | MACROGENICS INC | 285,977 | 4.00 USD | |
| 19 Oct 2022 | PURCHASE | MACROGENICS INC | 168,422 | 3.70 USD | |
| 11 Aug 2022 | TENDER | MPM ACQUISITION CORP | 8,733,538 | 10.00 USD | |
| 18 Jul 2022 | PURCHASE | ESSA Pharma Inc. | 300,000 | 3.16 USD | |
| 18 May 2022 | PURCHASE | MPM ACQUISITION CORP | 477,824 | 5.57 USD |
2 purchases reported after at least 12 months of silence — most recent on 10 Mar 2017.