Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 25 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 |
|---|---|---|---|---|
| Celera CORP | 19,127,967 | reported | 17 May 2011 | tx 21+3,158,350 |
| DISCOVERY PARTNERS INTERNATIONAL INC | 8,485,575 | reported | 13 Dec 2018 | tx 13+1,118,795 |
| AVIGEN INC \DE | 8,194,815 | reported | 21 Oct 2009 | tx 6+26,500−472,200 |
| COMBINATORX, INC | 6,830,972 | reported | 22 Dec 2009 | tx 33+1,672,772−3,177,899 |
| DYNAVAX TECHNOLOGIES CORP | 5,992,057 | reported | 29 Jul 2009 | tx 15−2,204,600 |
| NEUROCRINE BIOSCIENCES INC | 5,389,447 | reported | 29 Mar 2010 | tx 21+23,900−602,100 |
| ADOLOR CORP | 4,983,551 | reported | 16 Sept 2009 | tx 30+1,676,219−588,000 |
| NPS PHARMACEUTICALS INC | 4,854,915 | reported | 19 Mar 2008 | tx 9+275,500 |
| ORTHOLOGIC CORP | 4,610,200 | reported | 06 Sept 2011 | tx 3+312,900 |
| Repare Therapeutics Inc. | 4,443,423 | reported | 13 Jun 2022 | tx 6+1,147,122 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2025 | OTHER | Allakos Inc. | 855,211 | — | |
| 15 May 2025 | OTHER | Allakos Inc. | 8,679,726 | — | |
| 15 May 2025 | OTHER | Allakos Inc. | 6,777,935 | — | |
| 29 Oct 2024 | PURCHASE | Eledon Pharmaceuticals, Inc. | 2,213,816 | 3.65 USD | deriv |
| 29 Oct 2024 | PURCHASE | Eledon Pharmaceuticals, Inc. | 2,100,244 | 3.65 USD | deriv |
| 29 Oct 2024 | PURCHASE | Eledon Pharmaceuticals, Inc. | 440,489 | 3.65 USD | deriv |
| 20 Aug 2024 | PURCHASE | Kymera Therapeutics, Inc. | 201,546 | 40.75 USD | derivfirst after silence |
| 20 Aug 2024 | PURCHASE | Kymera Therapeutics, Inc. | 156,742 | 40.75 USD | deriv |
| 06 Jun 2024 | GRANT_AWARD | MoonLake Immunotherapeutics | 7,688 | 0.00 USD | deriv |
| 25 Jan 2024 | TENDER | Rain Therapeutics Inc. | 1,367,838 | — | |
| 25 Jan 2024 | TENDER | Rain Therapeutics Inc. | 2,870,985 | — | |
| 25 Jan 2024 | TENDER | Rain Therapeutics Inc. | 2,076,085 | — | |
| 25 Jan 2024 | TENDER | Rain Therapeutics Inc. | 1,734,960 | — | |
| 25 Jan 2024 | TENDER | Rain Therapeutics Inc. | 341,547 | — | |
| 25 Jan 2024 | TENDER | Rain Therapeutics Inc. | 185,388 | — | |
| 26 Jan 2024 | OTHER | Rain Therapeutics Inc. | 35,000 | — | deriv |
| 26 Jan 2024 | OTHER | Rain Therapeutics Inc. | 20,000 | — | deriv |
| 11 Jan 2023 | PURCHASE | Kymera Therapeutics, Inc. | 10,961 | 29.89 USD | |
| 12 Jan 2023 | PURCHASE | Kymera Therapeutics, Inc. | 15,912 | 31.24 USD | |
| 11 Jan 2023 | PURCHASE | Kymera Therapeutics, Inc. | 11,149 | 29.89 USD | |
| 12 Jan 2023 | PURCHASE | Kymera Therapeutics, Inc. | 2,985 | 31.24 USD | |
| 06 Jan 2023 | PURCHASE | XOMA Royalty Corp | 1,573 | 21.98 USD | |
| 05 Jan 2023 | PURCHASE | XOMA Royalty Corp | 15,670 | 18.39 USD | |
| 06 Jan 2023 | PURCHASE | XOMA Royalty Corp | 1,676 | 21.98 USD | |
| 05 Jan 2023 | PURCHASE | XOMA Royalty Corp | 3,330 | 18.39 USD |
6 purchases reported after at least 12 months of silence — most recent on 20 Aug 2024.