Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 32 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 |
|---|---|---|---|---|
| 89bio, Inc. | 19,554,319 | reported | 30 Jan 2025 | tx 8+8,845,285−2,816,900 |
| Wave Life Sciences Ltd. | 19,202,009 | reported | 11 Dec 2023 | tx 12+6,237,145−1,172,060 |
| TG THERAPEUTICS, INC. | 12,629,868 | reported | 09 Sept 2020 | tx 1−158,589 |
| ACHILLION PHARMACEUTICALS INC | 10,722,429 | reported | 23 Sept 2014 | tx 48+3,262,000−6,552,740 |
| Tyra Biosciences, Inc. | 9,909,154 | reported | 05 Jun 2025 | tx 4+3,569,655−1,000,000 |
| Fulcrum Therapeutics, Inc. | 9,505,925 | reported | 27 Dec 2022 | tx 2+102,876 |
| Janux Therapeutics, Inc. | 9,317,246 | reported | 18 Oct 2024 | tx 2+1,212,500 |
| KALA BIO, Inc. | 7,039,613 | reported | 26 May 2022 | tx 6+8,450,371−9,234,300 |
| DICE Therapeutics, Inc. | 6,848,911 | reported | 17 Oct 2022 | tx 10+6,870,161−3,808,911 |
| iTeos Therapeutics, Inc. | 6,614,285 | reported | 12 May 2024 | tx 3+6,614,285−900,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Dec 2025 | PURCHASE | Climb Bio, Inc. | 101,462 | 2.86 USD | |
| 11 Dec 2025 | PURCHASE | Climb Bio, Inc. | 213,099 | 2.18 USD | |
| 11 Dec 2025 | OTHER | Climb Bio, Inc. | 20,440,000 | 0.00 USD | |
| 11 Dec 2025 | GRANT_AWARD | Climb Bio, Inc. | 20,440,000 | — | deriv |
| 20 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 150 | 39.89 USD | |
| 20 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 1,235 | 39.89 USD | |
| 20 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 801 | 39.89 USD | |
| 20 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 947 | 39.89 USD | |
| 20 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 96 | 40.50 USD | |
| 21 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 7,609 | 39.50 USD | |
| 20 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 512 | 40.50 USD | |
| 20 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 604 | 40.50 USD | |
| 21 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 1,210 | 39.50 USD | |
| 21 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 9,924 | 39.50 USD | |
| 21 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 6,440 | 39.50 USD | |
| 20 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 788 | 40.50 USD | |
| 29 Oct 2025 | SALE | Vor Biopharma Inc. | 251,518 | 25.22 USD | |
| 30 Oct 2025 | SALE | Vor Biopharma Inc. | 24,579 | 25.12 USD | |
| 28 Oct 2025 | SALE | Vor Biopharma Inc. | 36,483 | 28.18 USD | |
| 28 Oct 2025 | SALE | Vor Biopharma Inc. | 87,828 | 27.10 USD | |
| 08 Sept 2025 | GRANT_AWARD | Vor Biopharma Inc. | 60,000 | 0.00 USD | deriv |
| 26 Jun 2025 | PURCHASE | Cidara Therapeutics, Inc. | 2,272,727 | 44.00 USD | |
| 25 Jun 2025 | GRANT_AWARD | ARS Pharmaceuticals, Inc. | 30,000 | 0.00 USD | deriv |
| 18 Jun 2025 | GRANT_AWARD | Cidara Therapeutics, Inc. | 5,079 | 0.00 USD | deriv |
| 12 Jun 2025 | GRANT_AWARD | Sionna Therapeutics, Inc. | 19,959 | 0.00 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 22 May 2017.