Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 28 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 |
|---|---|---|---|---|
| VBI Vaccines Inc/BC | 52,334,993 | reported | 01 Dec 2021 | tx 1−2,707,463 |
| AMICUS THERAPEUTICS, INC. | 20,724,424 | reported | 03 Oct 2018 | tx 5+750,000 |
| XTL BIOPHARMACEUTICALS LTD | 20,580,260 | reported | 19 Nov 2008 | tx 32+4,623,000−40,050,370 |
| Kadmon Holdings, LLC | 14,636,334 | reported | 18 Nov 2019 | tx 1+1,470,588 |
| Quotient Ltd | 13,289,054 | reported | 07 Nov 2019 | tx 1+2,500,000 |
| ADMA BIOLOGICS, INC. | 13,262,375 | reported | 30 Sept 2021 | tx 7+5,610,000−1,040,603 |
| ARYA Sciences Acquisition Corp II | 10,794,876 | reported | 16 Oct 2023 | tx 2+944,855 |
| Athenex, Inc. | 10,705,245 | reported | 13 Sept 2019 | tx 4+275,710 |
| Aldeyra Therapeutics, Inc. | 9,275,851 | reported | 05 Apr 2024 | tx 6+1,788,514 |
| Verrica Pharmaceuticals Inc. | 7,099,182 | reported | 29 Dec 2023 | tx 3+321,616 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Nov 2025 | SALE | Lyra Therapeutics, Inc. | 1,869 | 4.54 USD | |
| 10 Nov 2025 | SALE | Lyra Therapeutics, Inc. | 16,633 | 4.54 USD | |
| 06 Nov 2025 | SALE | Lyra Therapeutics, Inc. | 28,902 | 5.18 USD | |
| 07 Nov 2025 | SALE | Lyra Therapeutics, Inc. | 1,993 | 4.75 USD | |
| 07 Nov 2025 | SALE | Lyra Therapeutics, Inc. | 17,746 | 4.75 USD | |
| 06 Nov 2025 | SALE | Lyra Therapeutics, Inc. | 3,247 | 5.18 USD | |
| 20 Oct 2025 | PURCHASE | Adagio Medical Holdings, Inc. | 1,344,999 | 0.18 USD | deriv |
| 20 Oct 2025 | PURCHASE | Adagio Medical Holdings, Inc. | 2,190,496 | 1.60 USD | deriv |
| 20 Oct 2025 | PURCHASE | Adagio Medical Holdings, Inc. | 1,344,999 | 0.18 USD | deriv |
| 20 Oct 2025 | PURCHASE | Adagio Medical Holdings, Inc. | 1,344,999 | 0.18 USD | deriv |
| 12 Jun 2025 | GRANT_AWARD | MeiraGTx Holdings plc | 45,000 | 0.00 USD | deriv |
| 12 Jun 2025 | GRANT_AWARD | Solid Biosciences Inc. | 77,500 | 0.00 USD | deriv |
| 30 May 2025 | GRANT_AWARD | LeonaBio, Inc. | 20,900 | 0.00 USD | deriv |
| 19 Feb 2025 | PURCHASE | Solid Biosciences Inc. | 5,000,000 | 4.03 USD | |
| 11 Jun 2024 | GRANT_AWARD | Solid Biosciences Inc. | 34,400 | 0.00 USD | deriv |
| 12 Aug 2024 | PURCHASE | MeiraGTx Holdings plc | 1,250,000 | 4.00 USD | |
| 06 Jun 2024 | GRANT_AWARD | MeiraGTx Holdings plc | 45,000 | 0.00 USD | deriv |
| 24 May 2024 | GRANT_AWARD | LeonaBio, Inc. | 20,900 | 0.00 USD | deriv |
| 04 Apr 2024 | PURCHASE | Aldeyra Therapeutics, Inc. | 140,281 | 4.67 USD | |
| 05 Apr 2024 | PURCHASE | Aldeyra Therapeutics, Inc. | 37,712 | 4.74 USD | |
| 27 Dec 2023 | PURCHASE | LeonaBio, Inc. | 32,134 | 2.28 USD | |
| 29 Dec 2023 | PURCHASE | LeonaBio, Inc. | 163,954 | 2.38 USD | |
| 28 Dec 2023 | PURCHASE | LeonaBio, Inc. | 409,598 | 2.44 USD | |
| 27 Dec 2023 | PURCHASE | Verrica Pharmaceuticals Inc. | 79,726 | 7.20 USD | |
| 29 Dec 2023 | PURCHASE | Verrica Pharmaceuticals Inc. | 115,774 | 7.24 USD |
3 purchases reported after at least 12 months of silence — most recent on 26 Oct 2015.