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 | 8,402,399 | reported | 25 Nov 2008 | tx 21+3,840,000 |
| AVIGEN INC \DE | 8,287,015 | reported | 19 Nov 2008 | tx 6+158,300 |
| ARQULE INC | 6,435,197 | reported | 04 Apr 2018 | tx 15+416,127−2,301,581 |
| ADOLOR CORP | 6,209,051 | reported | 19 Jun 2009 | tx 9+69,900−21,500 |
| NEUROCRINE BIOSCIENCES INC | 5,830,447 | reported | 15 Jan 2009 | tx 21+439,300 |
| NEUROBIOLOGICAL TECHNOLOGIES INC /CA/ | 4,902,393 | reported | 06 Nov 2007 | tx 3+47,000 |
| NPS PHARMACEUTICALS INC | 4,677,715 | reported | 12 Mar 2008 | tx 6+92,500 |
| ChemoCentryx, Inc. | 3,750,277 | reported | 06 Nov 2012 | tx 1+40,000 |
| REPLIGEN CORP | 2,765,050 | reported | 07 Jul 2009 | tx 4−451,800 |
| GENAERA CORP | 1,668,000 | reported | 03 Sept 2003 | tx 9+1,428,000−1,988,000 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | CONVERSION | XOMA Royalty Corp | 2,313,000 | 4.03 USD | |
| 14 May 2026 | CONVERSION | XOMA Royalty Corp | 1,506,000 | 4.03 USD | |
| 14 May 2026 | CONVERSION | XOMA Royalty Corp | 412,000 | 4.03 USD | |
| 14 May 2026 | CONVERSION | XOMA Royalty Corp | 772,000 | 4.03 USD | |
| 14 May 2026 | CONVERSION | XOMA Royalty Corp | 2,313 | 0.00 USD | deriv |
| 14 May 2026 | CONVERSION | XOMA Royalty Corp | 1,506 | 0.00 USD | deriv |
| 14 May 2026 | CONVERSION | XOMA Royalty Corp | 412 | 0.00 USD | deriv |
| 14 May 2026 | CONVERSION | XOMA Royalty Corp | 772 | 0.00 USD | deriv |
| 28 Jan 2026 | TENDER | Repare Therapeutics Inc. | 4,308,573 | — | |
| 28 Jan 2026 | TENDER | Repare Therapeutics Inc. | 5,309,432 | — | |
| 28 Jan 2026 | TENDER | Repare Therapeutics Inc. | 548,938 | — | |
| 17 May 2023 | GRANT_AWARD | XOMA Royalty Corp | 10,967 | 0.00 USD | deriv |
| 05 Apr 2023 | GRANT_AWARD | CELL THERAPEUTICS INC | 80,000 | 0.00 USD | deriv |
| 26 May 2022 | PURCHASE | Kymera Therapeutics, Inc. | 123,043 | 14.21 USD | |
| 27 May 2022 | PURCHASE | Kymera Therapeutics, Inc. | 35,793 | 14.78 USD | |
| 27 May 2022 | PURCHASE | Kymera Therapeutics, Inc. | 3,223 | 14.78 USD | |
| 26 May 2022 | PURCHASE | Kymera Therapeutics, Inc. | 10,642 | 14.21 USD | |
| 27 May 2022 | PURCHASE | Kymera Therapeutics, Inc. | 26,353 | 14.78 USD | |
| 26 May 2022 | PURCHASE | Kymera Therapeutics, Inc. | 90,372 | 14.21 USD | first after silence |
| 09 Mar 2022 | GRANT_AWARD | CELL THERAPEUTICS INC | 80,000 | 0.00 USD | deriv |
| 16 Jun 2021 | GRANT_AWARD | Kymera Therapeutics, Inc. | 20,063 | 0.00 USD | deriv |
| 02 Feb 2021 | SALE | IDEAYA Biosciences, Inc. | 4,325 | 18.00 USD | |
| 02 Feb 2021 | SALE | IDEAYA Biosciences, Inc. | 25,234 | 18.00 USD | |
| 02 Feb 2021 | SALE | IDEAYA Biosciences, Inc. | 16,850 | 18.00 USD | |
| 18 Aug 2020 | PURCHASE | Principia Biopharma Inc. | 905 | 35.79 USD | deriv |
4 purchases reported after at least 12 months of silence — most recent on 26 May 2022.