Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 17 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 |
|---|---|---|---|---|
| CELL THERAPEUTICS INC | 4,085,933 | reported | 01 Apr 2021 | tx 6+2,000,600 |
| Repare Therapeutics Inc. | 3,231,579 | reported | 06 Jun 2022 | tx 9+1,836,958 |
| Rain Therapeutics Inc. | 2,870,985 | reported | 08 Nov 2022 | tx 3+1,710,358 |
| Kymera Therapeutics, Inc. | 2,656,191 | reported | 03 Nov 2023 | tx 6+414,105 |
| FIVE PRIME THERAPEUTICS INC | 583,912 | reported | 06 Nov 2020 | tx 6+446,562 |
| Merus N.V. | 435,121 | reported | 22 Mar 2021 | tx 2+79,500 |
| Cullinan Therapeutics, Inc. | 260,000 | reported | 19 Jan 2023 | tx 8+916,000−6,400,000 |
| Olema Pharmaceuticals, Inc. | 23,000 | reported | 14 Jun 2024 | tx 1+23,000 |
| XOMA Royalty Corp | 5,101 | reported | 19 May 2021 | tx 12+54,622 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Jun 2024 | GRANT_AWARD | Olema Pharmaceuticals, Inc. | 23,000 | 0.00 USD | deriv |
| 02 Nov 2023 | PURCHASE | Kymera Therapeutics, Inc. | 57,618 | 11.64 USD | |
| 02 Nov 2023 | PURCHASE | Kymera Therapeutics, Inc. | 132,016 | 11.64 USD | |
| 03 Nov 2023 | PURCHASE | Kymera Therapeutics, Inc. | 10,106 | 14.07 USD | |
| 03 Nov 2023 | PURCHASE | Kymera Therapeutics, Inc. | 103,885 | 14.07 USD | |
| 03 Nov 2023 | PURCHASE | Kymera Therapeutics, Inc. | 83,708 | 14.07 USD | |
| 02 Nov 2023 | PURCHASE | Kymera Therapeutics, Inc. | 26,772 | 11.64 USD | |
| 19 Jan 2023 | OTHER | Cullinan Therapeutics, Inc. | 300,000 | — | |
| 19 Jan 2023 | OTHER | Cullinan Therapeutics, Inc. | 2,600,000 | — | |
| 19 Jan 2023 | OTHER | Cullinan Therapeutics, Inc. | 3,500,000 | — | |
| 19 Jan 2023 | OTHER | Cullinan Therapeutics, Inc. | 30,000 | — | deriv |
| 19 Jan 2023 | OTHER | Cullinan Therapeutics, Inc. | 260,000 | — | deriv |
| 19 Jan 2023 | OTHER | Cullinan Therapeutics, Inc. | 350,000 | — | deriv |
| 08 Nov 2022 | PURCHASE | Rain Therapeutics Inc. | 685,330 | 5.83 USD | |
| 08 Nov 2022 | PURCHASE | Rain Therapeutics Inc. | 54,857 | 5.83 USD | |
| 08 Nov 2022 | PURCHASE | Rain Therapeutics Inc. | 970,171 | 5.83 USD | |
| 06 Jun 2022 | PURCHASE | Repare Therapeutics Inc. | 3,809 | 13.21 USD | |
| 03 Jun 2022 | PURCHASE | Repare Therapeutics Inc. | 31,903 | 12.29 USD | |
| 02 Jun 2022 | PURCHASE | Repare Therapeutics Inc. | 61,156 | 11.68 USD | |
| 02 Jun 2022 | PURCHASE | Repare Therapeutics Inc. | 660,654 | 11.68 USD | |
| 03 Jun 2022 | PURCHASE | Repare Therapeutics Inc. | 353,344 | 12.29 USD | |
| 06 Jun 2022 | PURCHASE | Repare Therapeutics Inc. | 20 | 13.21 USD | |
| 02 Jun 2022 | PURCHASE | Repare Therapeutics Inc. | 464,235 | 11.68 USD | |
| 03 Jun 2022 | PURCHASE | Repare Therapeutics Inc. | 258,797 | 12.29 USD | |
| 06 Jun 2022 | PURCHASE | Repare Therapeutics Inc. | 3,040 | 13.21 USD |