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 |
|---|---|---|---|---|
| ESSA Pharma Inc. | 7,879,583 | reported | 27 Oct 2022 | tx 5+2,838,869 |
| Black Diamond Therapeutics, Inc. | 7,217,839 | reported | 19 Mar 2025 | tx 16+3,198,068−5,784,292 |
| MPM ACQUISITION CORP | 6,881,685 | reported | 06 Nov 2019 | tx 39+4,730,494−357,042 |
| EYETECH PHARMACEUTICALS INC | 3,476,362 | reported | 04 Feb 2004 | tx 4+3,431,362−3,431,362 |
| Monogram Biosciences, Inc. | 2,001,074 | reported | 29 Dec 2003 | tx 2+2,001,074−242.13 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Mar 2025 | SALE | Black Diamond Therapeutics, Inc. | 400,000 | 2.09 USD | |
| 19 Mar 2025 | SALE | Black Diamond Therapeutics, Inc. | 500,000 | 2.12 USD | |
| 19 Mar 2025 | SALE | Black Diamond Therapeutics, Inc. | 1,000,000 | 2.07 USD | |
| 19 Mar 2025 | SALE | Black Diamond Therapeutics, Inc. | 2,000,000 | 2.00 USD | |
| 19 Mar 2025 | SALE | Black Diamond Therapeutics, Inc. | 1,000,000 | 2.31 USD | |
| 19 Mar 2025 | SALE | Black Diamond Therapeutics, Inc. | 300,000 | 1.94 USD | |
| 19 Mar 2025 | SALE | Black Diamond Therapeutics, Inc. | 584,292 | 1.95 USD | |
| 17 Oct 2023 | PURCHASE | Black Diamond Therapeutics, Inc. | 400,000 | 2.34 USD | |
| 27 Jun 2023 | PURCHASE | Black Diamond Therapeutics, Inc. | 1,740,000 | 5.49 USD | |
| 31 Oct 2022 | PURCHASE | Black Diamond Therapeutics, Inc. | 99,801 | 2.25 USD | |
| 27 Oct 2022 | PURCHASE | ESSA Pharma Inc. | 500,000 | 4.50 USD | |
| 26 Oct 2022 | PURCHASE | ESSA Pharma Inc. | 1,500,000 | 3.98 USD | |
| 15 Jul 2022 | PURCHASE | ESSA Pharma Inc. | 241,665 | 3.13 USD | |
| 14 Jul 2022 | PURCHASE | ESSA Pharma Inc. | 347,204 | 2.79 USD | |
| 28 Apr 2022 | PURCHASE | Black Diamond Therapeutics, Inc. | 255,711 | 2.57 USD | |
| 27 Apr 2022 | PURCHASE | Black Diamond Therapeutics, Inc. | 150,000 | 2.66 USD | |
| 18 Apr 2022 | PURCHASE | Black Diamond Therapeutics, Inc. | 150,000 | 3.29 USD | |
| 19 Apr 2022 | PURCHASE | Black Diamond Therapeutics, Inc. | 150,000 | 3.24 USD | |
| 13 Apr 2022 | PURCHASE | Black Diamond Therapeutics, Inc. | 102,556 | 3.57 USD | |
| 12 Apr 2022 | PURCHASE | Black Diamond Therapeutics, Inc. | 150,000 | 3.42 USD | |
| 18 Aug 2021 | PURCHASE | ESSA Pharma Inc. | 250,000 | 8.88 USD | first after silence |
| 06 Nov 2019 | PURCHASE | MPM ACQUISITION CORP | 100,000 | 23.00 USD | |
| 14 Feb 2019 | EXERCISE | MPM ACQUISITION CORP | 71,409 | 14.00 USD | |
| 14 Feb 2019 | EXERCISE | MPM ACQUISITION CORP | 71,409 | 0.00 USD | deriv |
| 20 Dec 2018 | PURCHASE | MPM ACQUISITION CORP | 60,000 | 14.48 USD |
3 purchases reported after at least 12 months of silence — most recent on 18 Aug 2021.