Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| Verona Pharma plc | 35,294,568 | reported | 23 Dec 2022 | tx 5−6,139,864 |
| Edgewise Therapeutics, Inc. | 14,436,497 | reported | 23 Jan 2024 | tx 2+592,545 |
| ARS Pharmaceuticals, Inc. | 8,019,187 | reported | 29 Aug 2023 | tx 1+500,000 |
| CELL THERAPEUTICS INC | 7,520,600 | reported | 07 Jan 2021 | tx 1−2,000,000 |
| SpringWorks Therapeutics, Inc. | 5,629,842 | reported | 12 Sept 2022 | tx 4−1,380,399 |
| Prelude Therapeutics Inc | 5,596,886 | reported | 11 Jan 2021 | tx 1+41,700 |
| Mirna Therapeutics, Inc. | 3,696,662 | reported | 20 Apr 2021 | tx 2+2,381,666 |
| AVEDRO INC | 3,523,204 | reported | 19 Feb 2019 | tx 6+4,087,710−4,087,710 |
| NeuroPace Inc | 3,501,975 | reported | 18 Apr 2024 | tx 11+4,012,281−4,287,587 |
| KALA BIO, Inc. | 3,385,000 | reported | 01 Feb 2018 | tx 7+619,525 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Apr 2025 | SALE | Compass Therapeutics, Inc. | 3,571,428 | 1.59 USD | |
| 21 Mar 2025 | SALE | Disc Medicine, Inc. | 3,412 | 54.00 USD | |
| 21 Mar 2025 | SALE | Disc Medicine, Inc. | 5,279 | 54.00 USD | |
| 21 Mar 2025 | SALE | Disc Medicine, Inc. | 1,320 | 54.00 USD | |
| 19 Mar 2025 | SALE | Disc Medicine, Inc. | 13,517 | 54.02 USD | |
| 19 Mar 2025 | SALE | Disc Medicine, Inc. | 20,911 | 54.02 USD | |
| 19 Mar 2025 | SALE | Disc Medicine, Inc. | 5,228 | 54.02 USD | |
| 20 Mar 2025 | SALE | Disc Medicine, Inc. | 941 | 54.01 USD | |
| 20 Mar 2025 | SALE | Disc Medicine, Inc. | 1,457 | 54.01 USD | |
| 20 Mar 2025 | SALE | Disc Medicine, Inc. | 364 | 54.01 USD | |
| 12 Mar 2025 | SALE | Disc Medicine, Inc. | 27,750 | 54.44 USD | |
| 12 Mar 2025 | SALE | Disc Medicine, Inc. | 42,930 | 54.44 USD | |
| 12 Mar 2025 | SALE | Disc Medicine, Inc. | 233 | 55.05 USD | |
| 12 Mar 2025 | SALE | Disc Medicine, Inc. | 933 | 55.05 USD | |
| 12 Mar 2025 | SALE | Disc Medicine, Inc. | 603 | 55.05 USD | |
| 11 Mar 2025 | SALE | Disc Medicine, Inc. | 3,567 | 54.01 USD | |
| 11 Mar 2025 | SALE | Disc Medicine, Inc. | 14,267 | 54.01 USD | |
| 11 Mar 2025 | SALE | Disc Medicine, Inc. | 9,222 | 54.01 USD | |
| 10 Mar 2025 | SALE | Disc Medicine, Inc. | 53 | 55.01 USD | |
| 10 Mar 2025 | SALE | Disc Medicine, Inc. | 211 | 55.01 USD | |
| 10 Mar 2025 | SALE | Disc Medicine, Inc. | 136 | 55.01 USD | |
| 10 Mar 2025 | SALE | Disc Medicine, Inc. | 26,596 | 54.29 USD | |
| 10 Mar 2025 | SALE | Disc Medicine, Inc. | 106,384 | 54.29 USD | |
| 12 Mar 2025 | SALE | Disc Medicine, Inc. | 10,733 | 54.44 USD | |
| 10 Mar 2025 | SALE | Disc Medicine, Inc. | 68,766 | 54.29 USD |
4 purchases reported after at least 12 months of silence — most recent on 29 Aug 2023.