Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 21 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 |
|---|---|---|---|---|
| COMBINATORX, INC | 8,472,299 | reported | 04 Dec 2008 | tx 15+286,500 |
| CURIS INC | 8,194,716 | reported | 27 Apr 2009 | tx 3−2,970,000 |
| AVIGEN INC \DE | 8,149,515 | reported | 12 Nov 2008 | tx 9+302,600 |
| NEUROCRINE BIOSCIENCES INC | 5,911,647 | reported | 21 Jan 2009 | tx 21+475,300 |
| SUPERGEN INC | 5,583,399 | reported | 20 Apr 2010 | tx 6−170,000 |
| DYNAVAX TECHNOLOGIES CORP | 4,989,851 | reported | 10 Sept 2009 | tx 3−1,212,106 |
| ARQULE INC | 4,664,073 | reported | 05 Apr 2010 | tx 18+774,600−603,000 |
| ADOLOR CORP | 4,508,551 | reported | 21 Sept 2009 | tx 15−1,127,500 |
| FACET BIOTECH CORP | 3,940,070 | reported | 09 Feb 2010 | tx 18+310,800 |
| GLYCOMIMETICS INC | 3,712,350 | reported | 04 Nov 2020 | tx 6+2,199,349 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Oct 2025 | TENDER | ESSA Pharma Inc. | 6,194,145 | — | |
| 09 Oct 2025 | TENDER | ESSA Pharma Inc. | 560,797 | — | |
| 09 Oct 2025 | TENDER | ESSA Pharma Inc. | 4,726,743 | — | |
| 05 Aug 2025 | SALE | ESSA Pharma Inc. | 79 | 1.88 USD | |
| 05 Aug 2025 | SALE | ESSA Pharma Inc. | 11 | 1.88 USD | anomaly |
| 05 Aug 2025 | SALE | ESSA Pharma Inc. | 66 | 1.88 USD | |
| 05 Aug 2025 | EXERCISE | ESSA Pharma Inc. | 1,481,634 | 0.00 USD | |
| 05 Aug 2025 | EXERCISE | ESSA Pharma Inc. | 1,235,030 | 0.00 USD | |
| 05 Aug 2025 | EXERCISE | ESSA Pharma Inc. | 203,336 | 0.00 USD | |
| 05 Aug 2025 | EXERCISE | ESSA Pharma Inc. | 203,336 | 0.00 USD | deriv |
| 05 Aug 2025 | EXERCISE | ESSA Pharma Inc. | 1,235,030 | 0.00 USD | deriv |
| 05 Aug 2025 | EXERCISE | ESSA Pharma Inc. | 1,481,634 | 0.00 USD | deriv |
| 11 Jun 2025 | GRANT_AWARD | Olema Pharmaceuticals, Inc. | 24,150 | 0.00 USD | deriv |
| 05 Jun 2025 | GRANT_AWARD | MoonLake Immunotherapeutics | 6,682 | 0.00 USD | deriv |
| 04 Dec 2024 | OTHER | Olema Pharmaceuticals, Inc. | 1,418,736 | — | |
| 04 Dec 2024 | OTHER | Olema Pharmaceuticals, Inc. | 1,797,527 | — | |
| 04 Dec 2024 | OTHER | Olema Pharmaceuticals, Inc. | 153,441 | — | |
| 04 Dec 2024 | GRANT_AWARD | Olema Pharmaceuticals, Inc. | 1,418,736 | — | deriv |
| 04 Dec 2024 | GRANT_AWARD | Olema Pharmaceuticals, Inc. | 160,107 | 9.08 USD | deriv |
| 04 Dec 2024 | GRANT_AWARD | Olema Pharmaceuticals, Inc. | 1,047,044 | 9.08 USD | deriv |
| 04 Dec 2024 | GRANT_AWARD | Olema Pharmaceuticals, Inc. | 1,258,027 | 9.08 USD | deriv |
| 04 Dec 2024 | GRANT_AWARD | Olema Pharmaceuticals, Inc. | 153,441 | — | deriv |
| 04 Dec 2024 | GRANT_AWARD | Olema Pharmaceuticals, Inc. | 1,797,527 | — | deriv |
| 29 Oct 2024 | SALE | Third Harmonic Bio, Inc. | 396,963 | 14.30 USD | |
| 29 Oct 2024 | SALE | Third Harmonic Bio, Inc. | 64,617 | 14.30 USD |
8 purchases reported after at least 12 months of silence — most recent on 09 May 2024.