Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| MoonLake Immunotherapeutics | 8,168,838 | reported | 04 Oct 2024 | tx 3−2,000,000 |
| Merus N.V. | 2,085,664 | reported | 08 Oct 2021 | tx 12+201,906−3,318,736 |
| XOMA Royalty Corp | 1,773,780 | reported | 16 Sept 2022 | tx 13+111,506 |
| IDEAYA Biosciences, Inc. | 1,204,981 | reported | 30 Jun 2020 | tx 3+2,531 |
| Rain Therapeutics Inc. | 637,707 | reported | 19 May 2021 | tx 6+208,465 |
| Kymera Therapeutics, Inc. | 375,856 | reported | 05 Jan 2024 | tx 3+979,014 |
| 4D Molecular Therapeutics, Inc. | 87,911 | reported | 08 Nov 2024 | tx 6+5,680,000−5,680,000 |
| PALVELLA THERAPEUTICS, INC. | 38,961 | reported | 13 Dec 2024 | tx 3+438,929 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Dec 2024 | OTHER | PALVELLA THERAPEUTICS, INC. | 234,323 | — | |
| 13 Dec 2024 | OTHER | PALVELLA THERAPEUTICS, INC. | 29,648 | — | |
| 13 Dec 2024 | OTHER | PALVELLA THERAPEUTICS, INC. | 174,958 | — | |
| 08 Nov 2024 | OTHER | 4D Molecular Therapeutics, Inc. | 3,062,000 | — | |
| 08 Nov 2024 | OTHER | 4D Molecular Therapeutics, Inc. | 240,000 | — | |
| 08 Nov 2024 | OTHER | 4D Molecular Therapeutics, Inc. | 2,378,000 | — | |
| 08 Nov 2024 | OTHER | 4D Molecular Therapeutics, Inc. | 2,378,000 | — | deriv |
| 08 Nov 2024 | OTHER | 4D Molecular Therapeutics, Inc. | 3,062,000 | — | deriv |
| 08 Nov 2024 | OTHER | 4D Molecular Therapeutics, Inc. | 240,000 | — | deriv |
| 04 Oct 2024 | SALE | MoonLake Immunotherapeutics | 836,862 | 50.00 USD | |
| 04 Oct 2024 | SALE | MoonLake Immunotherapeutics | 132,549 | 50.00 USD | |
| 04 Oct 2024 | SALE | MoonLake Immunotherapeutics | 1,030,589 | 50.00 USD | |
| 05 Jan 2024 | PURCHASE | Kymera Therapeutics, Inc. | 375,856 | 25.25 USD | derivfirst after silence |
| 05 Jan 2024 | PURCHASE | Kymera Therapeutics, Inc. | 52,733 | 25.25 USD | deriv |
| 05 Jan 2024 | PURCHASE | Kymera Therapeutics, Inc. | 550,425 | 25.25 USD | deriv |
| 16 Sept 2022 | PURCHASE | XOMA Royalty Corp | 13,396 | 17.89 USD | |
| 14 Sept 2022 | PURCHASE | XOMA Royalty Corp | 26,441 | 17.25 USD | first after silence |
| 15 Sept 2022 | PURCHASE | XOMA Royalty Corp | 5,575 | 17.96 USD | |
| 16 Sept 2022 | PURCHASE | XOMA Royalty Corp | 10,897 | 17.89 USD | |
| 07 Oct 2021 | SALE | Merus N.V. | 530,999 | 27.53 USD | |
| 08 Oct 2021 | SALE | Merus N.V. | 80,011 | 27.79 USD | |
| 08 Oct 2021 | SALE | Merus N.V. | 8,929 | 27.79 USD | |
| 07 Oct 2021 | SALE | Merus N.V. | 69,534 | 27.53 USD | |
| 08 Oct 2021 | SALE | Merus N.V. | 58,327 | 27.79 USD | |
| 07 Oct 2021 | SALE | Merus N.V. | 384,914 | 27.53 USD |
2 purchases reported after at least 12 months of silence — most recent on 05 Jan 2024.