Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 28 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 |
|---|---|---|---|---|
| ARQULE INC | 4,682,669 | reported | 30 May 2018 | tx 3−1,035,939 |
| CELL THERAPEUTICS INC | 3,090,744 | reported | 08 Jan 2016 | tx 8+1,001,327 |
| FIVE PRIME THERAPEUTICS INC | 2,877,893 | reported | 09 Dec 2019 | tx 15+736,482 |
| Kymera Therapeutics, Inc. | 2,219,858 | reported | 30 Jun 2025 | tx 6+605,934 |
| DISCOVERY PARTNERS INTERNATIONAL INC | 790,583 | reported | 04 Oct 2017 | tx 6+1,600,046 |
| Rain Therapeutics Inc. | 686,372 | reported | 24 May 2021 | tx 6+123,347 |
| Repare Therapeutics Inc. | 548,938 | reported | 16 Nov 2023 | tx 9+2,011,010 |
| CYTOKINETICS INC | 463,244 | reported | 09 Dec 2020 | tx 12+342,072−432,338 |
| Immune Design Corp. | 370,391 | reported | 04 Dec 2018 | tx 3−902,000 |
| Merus N.V. | 244,303 | reported | 16 Jan 2020 | tx 3+278,730 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Jun 2025 | PURCHASE | Kymera Therapeutics, Inc. | 58,780 | 44.00 USD | |
| 30 Jun 2025 | PURCHASE | Kymera Therapeutics, Inc. | 115,783 | 44.00 USD | first after silence |
| 30 Jun 2025 | PURCHASE | Kymera Therapeutics, Inc. | 142,604 | 44.00 USD | |
| 25 Jun 2025 | GRANT_AWARD | Kymera Therapeutics, Inc. | 16,000 | 0.00 USD | deriv |
| 15 Nov 2023 | PURCHASE | Repare Therapeutics Inc. | 390,507 | 5.00 USD | |
| 16 Nov 2023 | PURCHASE | Repare Therapeutics Inc. | 16,143 | 5.38 USD | |
| 16 Nov 2023 | PURCHASE | Repare Therapeutics Inc. | 125,909 | 5.38 USD | |
| 16 Nov 2023 | PURCHASE | Repare Therapeutics Inc. | 153,693 | 5.38 USD | |
| 15 Nov 2023 | PURCHASE | Repare Therapeutics Inc. | 493,337 | 5.00 USD | |
| 15 Nov 2023 | PURCHASE | Repare Therapeutics Inc. | 47,712 | 5.00 USD | |
| 02 Nov 2023 | PURCHASE | Repare Therapeutics Inc. | 492,251 | 3.60 USD | |
| 02 Nov 2023 | PURCHASE | Repare Therapeutics Inc. | 72,479 | 3.60 USD | |
| 02 Nov 2023 | PURCHASE | Repare Therapeutics Inc. | 218,979 | 3.60 USD | |
| 12 Sept 2023 | PURCHASE | Olema Pharmaceuticals, Inc. | 775,278 | 9.84 USD | |
| 14 Sept 2023 | OTHER | Olema Pharmaceuticals, Inc. | 99,556 | — | |
| 12 Sept 2023 | PURCHASE | Olema Pharmaceuticals, Inc. | 52,801 | 9.84 USD | |
| 12 Sept 2023 | PURCHASE | Olema Pharmaceuticals, Inc. | 677,853 | 9.84 USD | |
| 05 May 2023 | PURCHASE | Eledon Pharmaceuticals, Inc. | 837,146 | — | |
| 05 May 2023 | PURCHASE | Eledon Pharmaceuticals, Inc. | 86,341 | — | |
| 05 May 2023 | PURCHASE | Eledon Pharmaceuticals, Inc. | 1,055,445 | — | |
| 05 May 2023 | PURCHASE | Eledon Pharmaceuticals, Inc. | 252,291 | — | deriv |
| 05 May 2023 | PURCHASE | Eledon Pharmaceuticals, Inc. | 2,446,209 | — | deriv |
| 05 May 2023 | PURCHASE | Eledon Pharmaceuticals, Inc. | 1,609,063 | — | deriv |
| 05 May 2023 | PURCHASE | Eledon Pharmaceuticals, Inc. | 2,028,645 | — | deriv |
| 05 May 2023 | PURCHASE | Eledon Pharmaceuticals, Inc. | 165,950 | — | deriv |
3 purchases reported after at least 12 months of silence — most recent on 30 Jun 2025.