Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| Nuvation Bio Inc. | 12,674,775 | reported | 21 Feb 2023 | tx 4+5,358,329 |
| ANAPTYSBIO, INC | 7,520,424 | reported | 04 May 2021 | tx 6+368,800 |
| Aktis Oncology, Inc. | 2,270,879 | reported | 12 Jan 2026 | tx 12+5,875,881−13,900,000 |
| GENVEC INC | 962,055 | reported | 27 May 2014 | tx 6+24,140 |
| Kindred Biosciences, Inc. | 614,495 | reported | 29 Sept 2014 | tx 13+687,744 |
| Panacea Acquisition Corp. II | 0 | reported | 28 Apr 2023 | tx 1−545,000 |
| Zymeworks Inc. | 0 | reported | 26 Jun 2025 | tx 8+6,485,668−5,086,562 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Jan 2026 | PURCHASE | Aktis Oncology, Inc. | 2,077,779 | 18.00 USD | |
| 12 Jan 2026 | CONVERSION | Aktis Oncology, Inc. | 128,506 | — | |
| 12 Jan 2026 | CONVERSION | Aktis Oncology, Inc. | 202,862 | — | |
| 12 Jan 2026 | CONVERSION | Aktis Oncology, Inc. | 2,270,879 | — | |
| 12 Jan 2026 | PURCHASE | Aktis Oncology, Inc. | 144,443 | 18.00 USD | |
| 12 Jan 2026 | CONVERSION | Aktis Oncology, Inc. | 9,913,810 | — | deriv |
| 12 Jan 2026 | CONVERSION | Aktis Oncology, Inc. | 997,299 | — | deriv |
| 12 Jan 2026 | CONVERSION | Aktis Oncology, Inc. | 488,891 | — | deriv |
| 12 Jan 2026 | CONVERSION | Aktis Oncology, Inc. | 2,397,500 | — | deriv |
| 12 Jan 2026 | CONVERSION | Aktis Oncology, Inc. | 965,190 | — | deriv |
| 12 Jan 2026 | CONVERSION | Aktis Oncology, Inc. | 86,222 | — | deriv |
| 12 Jan 2026 | CONVERSION | Aktis Oncology, Inc. | 102,500 | — | deriv |
| 26 Jun 2025 | EXERCISE | Zymeworks Inc. | 5,086,480 | 0.00 USD | |
| 26 Jun 2025 | TAX_WITHHOLDING | Zymeworks Inc. | 41 | 12.71 USD | |
| 26 Jun 2025 | EXERCISE | Zymeworks Inc. | 5,086,521 | 0.00 USD | deriv |
| 03 Apr 2025 | PURCHASE | Zymeworks Inc. | 120,770 | 11.84 USD | |
| 04 Apr 2025 | PURCHASE | Zymeworks Inc. | 196,438 | 11.17 USD | |
| 13 Mar 2025 | PURCHASE | Zymeworks Inc. | 468,356 | 12.48 USD | |
| 12 Mar 2025 | PURCHASE | Zymeworks Inc. | 292,934 | 12.25 USD | |
| 11 Mar 2025 | PURCHASE | Zymeworks Inc. | 320,690 | 11.49 USD | first after silence |
| 21 Feb 2023 | PURCHASE | Nuvation Bio Inc. | 53,000 | 1.36 USD | |
| 20 Feb 2023 | PURCHASE | Nuvation Bio Inc. | 117,100 | 1.36 USD | |
| 19 Feb 2023 | PURCHASE | Nuvation Bio Inc. | 5,143,000 | 1.26 USD | first after silence |
| 28 Apr 2023 | OTHER | Panacea Acquisition Corp. II | 545,000 | — | |
| 29 Oct 2021 | GRANT_AWARD | Nuvation Bio Inc. | 45,229 | 0.00 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 11 Mar 2025.