Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| Tango Therapeutics, Inc. | 7,123,642 | reported | 13 Oct 2022 | tx 3+237,000 |
| Odonate Therapeutics, Inc. | 4,207,086 | reported | 24 Nov 2021 | tx 10+1,913,124−1,400,000 |
| Solid Biosciences Inc. | 3,473,272 | reported | 28 Mar 2019 | tx 3−450,000 |
| Mirati Therapeutics, Inc. | 3,201,440 | reported | 11 Aug 2023 | tx 35+4,304,002−4,965,357 |
| iTeos Therapeutics, Inc. | 3,142,058 | reported | 17 Mar 2022 | tx 1−575,201 |
| Rain Therapeutics Inc. | 1,152,212 | reported | 22 May 2023 | tx 1−995,000 |
| Tyra Biosciences, Inc. | 85,939 | reported | 06 Feb 2024 | tx 9+7,380,146−2,304,788 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Feb 2024 | GRANT_AWARD | Tyra Biosciences, Inc. | 63,412 | 13.01 USD | |
| 06 Feb 2024 | GRANT_AWARD | Tyra Biosciences, Inc. | 705,280 | 13.01 USD | deriv |
| 11 Aug 2023 | PURCHASE | Mirati Therapeutics, Inc. | 57,533 | 27.80 USD | |
| 11 Aug 2023 | PURCHASE | Mirati Therapeutics, Inc. | 1,201,440 | 27.80 USD | |
| 22 May 2023 | SALE | Rain Therapeutics Inc. | 995,000 | 1.25 USD | |
| 11 Oct 2022 | PURCHASE | Tango Therapeutics, Inc. | 117,000 | 4.25 USD | first after silence |
| 13 Oct 2022 | PURCHASE | Tango Therapeutics, Inc. | 70,000 | 4.65 USD | |
| 12 Oct 2022 | PURCHASE | Tango Therapeutics, Inc. | 50,000 | 4.43 USD | |
| 17 Mar 2022 | SALE | iTeos Therapeutics, Inc. | 575,201 | 35.25 USD | |
| 22 Nov 2021 | SALE | Odonate Therapeutics, Inc. | 200,000 | 1.55 USD | |
| 24 Nov 2021 | SALE | Odonate Therapeutics, Inc. | 200,000 | 1.57 USD | |
| 19 Nov 2021 | SALE | Odonate Therapeutics, Inc. | 150,000 | 1.84 USD | |
| 17 Nov 2021 | SALE | Odonate Therapeutics, Inc. | 600,000 | 2.17 USD | |
| 18 Nov 2021 | SALE | Odonate Therapeutics, Inc. | 250,000 | 1.95 USD | |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 5,698,359 | — | |
| 17 Sept 2021 | PURCHASE | Tyra Biosciences, Inc. | 625,000 | 16.00 USD | first after silence |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 288,095 | — | |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 95,516 | 0.00 USD | deriv |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 713,629 | 0.00 USD | deriv |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 15,401 | 0.00 USD | deriv |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 1,480,242 | 0.00 USD | deriv |
| 28 Aug 2020 | PURCHASE | Odonate Therapeutics, Inc. | 1,403,509 | 14.25 USD | |
| 10 Jan 2020 | PURCHASE | Mirati Therapeutics, Inc. | 50,000 | 97.50 USD | |
| 17 Jul 2019 | SALE | Mirati Therapeutics, Inc. | 725,000 | 98.30 USD | |
| 17 Jul 2019 | EXERCISE | Mirati Therapeutics, Inc. | 725,008 | 0.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 11 Oct 2022.