Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 15 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 |
|---|---|---|---|---|
| Ambrx Biopharma Inc. | 69,465,823 | reported | 18 Sept 2023 | tx 2+2,152,738 |
| Ambrx Biopharma, Inc. | 11,231,000 | reported | 23 Oct 2023 | tx 1+1,307,311 |
| Erasca, Inc. | 10,813,246 | reported | 13 Dec 2022 | tx 7+20,676,490 |
| EyePoint, Inc. | 8,265,000 | reported | 04 Dec 2025 | tx 6+2,293,235−60,000 |
| Turning Point Therapeutics, Inc. | 3,122,367 | reported | 14 May 2019 | tx 3+423,268−23,268 |
| Immuneering Corp | 1,702,628 | reported | 03 Aug 2021 | tx 3+2,252,628−1,702,628 |
| Corbus Pharmaceuticals Holdings, Inc. | 1,475,000 | reported | 02 Feb 2024 | tx 1+750,000 |
| BRIGHT MINDS BIOSCIENCES INC. | 950,000 | reported | 28 Apr 2026 | tx 2+184,331−109,331 |
| Kiniksa Pharmaceuticals International, plc | 830,999 | reported | 29 May 2018 | tx 3+900,443−830,999 |
| Biomea Fusion, Inc. | 23,867 | reported | 22 Jun 2022 | tx 4+5,465,611 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | SALE | BRIGHT MINDS BIOSCIENCES INC. | 109,331 | 89.50 USD | |
| 04 Dec 2025 | SALE | EyePoint, Inc. | 60,000 | 15.70 USD | |
| 04 Nov 2024 | PURCHASE | BRIGHT MINDS BIOSCIENCES INC. | 184,331 | 21.70 USD | |
| 06 May 2024 | PURCHASE | EyePoint, Inc. | 207,153 | 12.36 USD | |
| 06 May 2024 | PURCHASE | EyePoint, Inc. | 642,847 | 11.70 USD | |
| 02 Feb 2024 | PURCHASE | Corbus Pharmaceuticals Holdings, Inc. | 750,000 | 19.00 USD | |
| 09 Jan 2024 | PURCHASE | EyePoint, Inc. | 105,000 | 21.32 USD | |
| 11 Jan 2024 | PURCHASE | EyePoint, Inc. | 750,000 | 19.75 USD | |
| 08 Dec 2023 | PURCHASE | EyePoint, Inc. | 588,235 | 17.00 USD | |
| 23 Oct 2023 | PURCHASE | Ambrx Biopharma, Inc. | 1,307,311 | 6.99 USD | |
| 15 Sept 2023 | PURCHASE | Ambrx Biopharma Inc. | 1,401,505 | 9.05 USD | |
| 18 Sept 2023 | PURCHASE | Ambrx Biopharma Inc. | 751,233 | 9.24 USD | |
| 13 Dec 2022 | PURCHASE | Erasca, Inc. | 307,692 | 6.50 USD | |
| 22 Jun 2022 | GRANT_AWARD | Biomea Fusion, Inc. | 23,867 | 0.00 USD | deriv |
| 13 Oct 2021 | PURCHASE | Pyxis Oncology, Inc. | 450,000 | 16.00 USD | |
| 13 Oct 2021 | CONVERSION | Pyxis Oncology, Inc. | 668,854 | — | |
| 13 Oct 2021 | CONVERSION | Pyxis Oncology, Inc. | 668,854 | — | deriv |
| 03 Aug 2021 | CONVERSION | Immuneering Corp | 1,702,628 | — | |
| 03 Aug 2021 | PURCHASE | Immuneering Corp | 550,000 | 15.00 USD | |
| 03 Aug 2021 | CONVERSION | Immuneering Corp | 1,702,628 | — | deriv |
| 20 Jul 2021 | CONVERSION | Erasca, Inc. | 9,555,553 | — | |
| 20 Jul 2021 | PURCHASE | Erasca, Inc. | 950,000 | 16.00 USD | |
| 20 Jul 2021 | CONVERSION | Erasca, Inc. | 4,166,666 | — | deriv |
| 20 Jul 2021 | CONVERSION | Erasca, Inc. | 1,388,887 | — | deriv |
| 20 Jul 2021 | CONVERSION | Erasca, Inc. | 4,000,000 | — | deriv |
1 purchase reported after at least 12 months of silence — most recent on 30 Mar 2021.