Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 14 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 |
|---|---|---|---|---|
| BIOMARIN PHARMACEUTICAL INC | 473,792 | reported | 20 May 2024 | tx 1385+11,217,911−9,838,717 |
| NeurogesX Inc | 50,000 | reported | 07 Feb 2012 | tx 77+153,464−80,239 |
| Immunome Inc. | 43,415 | reported | 15 May 2026 | tx 11+106,693 |
| AEROGEN INC | 20,000 | reported | 27 Jul 2004 | tx 3+21,800 |
| IMMUNIC, INC. |
| 18,500 |
| reported |
| 24 Sept 2018 |
| tx 16+166,882−59,119 |
| Keros Therapeutics, Inc. | 9,450 | reported | 15 May 2026 | tx 5+36,350 |
| Ascendis Pharma A/S | 800 | reported | 29 May 2026 | tx 5+900 |
| PORTOLA PHARMACEUTICALS INC | 706 | reported | 16 May 2014 | tx 6+16,807−2,706 |
| INTERMUNE INC | 0 | reported | 29 Sept 2014 | tx 19+47,225−47,225 |
| INCYTE CORP | 0 | reported | 26 May 2026 | tx 56+201,510−30,581 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2026 | PURCHASE | Ascendis Pharma A/S | 200 | 223.76 USD | |
| 29 May 2026 | PURCHASE | Ascendis Pharma A/S | 200 | 222.30 USD | |
| 29 May 2026 | PURCHASE | Ascendis Pharma A/S | 100 | 223.50 USD | |
| 26 May 2026 | EXERCISE | INCYTE CORP | 15,000 | 84.53 USD | 10b5-1 |
| 26 May 2026 | TAX_WITHHOLDING | INCYTE CORP | 13,059 | 97.10 USD | 10b5-1 |
| 26 May 2026 | EXERCISE | INCYTE CORP | 15,000 | 0.00 USD | 10b5-1deriv |
| 26 May 2026 | PURCHASE | Ascendis Pharma A/S | 200 | 236.24 USD | |
| 26 May 2026 | PURCHASE | Ascendis Pharma A/S | 200 | 239.37 USD | |
| 15 May 2026 | PURCHASE | Immunome Inc. | 5,000 | 20.70 USD | |
| 15 May 2026 | PURCHASE | Keros Therapeutics, Inc. | 1,000 | 10.58 USD | 10b5-1 |
| 10 Mar 2026 | PURCHASE | Immunome Inc. | 1,000 | 22.12 USD | |
| 11 Mar 2026 | PURCHASE | Immunome Inc. | 1,000 | 21.55 USD | |
| 09 Mar 2026 | PURCHASE | Keros Therapeutics, Inc. | 2,000 | 11.21 USD | |
| 10 Jun 2025 | GRANT_AWARD | Immunome Inc. | 18,864 | 0.00 USD | deriv |
| 10 Jun 2025 | GRANT_AWARD | INCYTE CORP | 2,518 | 0.00 USD | |
| 10 Jun 2025 | GRANT_AWARD | INCYTE CORP | 9,216 | 0.00 USD | deriv |
| 04 Jun 2025 | GRANT_AWARD | Keros Therapeutics, Inc. | 5,250 | 0.00 USD | |
| 04 Jun 2025 | GRANT_AWARD | Keros Therapeutics, Inc. | 10,500 | 0.00 USD | deriv |
| 03 Jun 2025 | PURCHASE | Immunome Inc. | 5,000 | 9.38 USD | |
| 25 Mar 2025 | PURCHASE | Immunome Inc. | 7,800 | 7.78 USD | |
| 24 Mar 2025 | PURCHASE | Immunome Inc. | 7,000 | 8.21 USD | |
| 16 Aug 2024 | PURCHASE | Immunome Inc. | 7,000 | 13.94 USD | |
| 13 Jun 2024 | GRANT_AWARD | Immunome Inc. | 11,333 | 0.00 USD | deriv |
| 12 Jun 2024 | GRANT_AWARD | INCYTE CORP | 2,830 | 0.00 USD | |
| 12 Jun 2024 | GRANT_AWARD | INCYTE CORP | 12,517 | 0.00 USD | deriv |
8 purchases reported after at least 12 months of silence — most recent on 04 Mar 2021.