Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 30 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 |
|---|---|---|---|---|
| PepGen Inc. | 18,554,273 | reported | 26 Sept 2025 | tx 1+9,375,000 |
| Verastem, Inc. | 16,142,051 | reported | 25 Jun 2020 | tx 1−1,161,300 |
| Cytek Biosciences, Inc. | 13,381,054 | reported | 15 Mar 2022 | tx 2+583,870 |
| Solid Biosciences Inc. | 11,580,287 | reported | 01 Apr 2021 | tx 2+1,451,306 |
| KALA BIO, Inc. | 10,594,767 | reported | 01 Apr 2021 | tx 2+1,687,709 |
| Tyra Biosciences, Inc. | 10,096,004 | reported | 09 Jun 2025 | tx 3+1,429,731 |
| Orchard Therapeutics plc | 9,880,865 | reported | 24 Sept 2020 | tx 13+769,017 |
| Fulcrum Therapeutics, Inc. | 8,852,079 | reported | 08 Dec 2025 | tx 5+180,703−4,175,139 |
| ACHILLION PHARMACEUTICALS INC | 6,700,000 | reported | 30 Sept 2014 | tx 54+769,936−5,838,694 |
| Werewolf Therapeutics, Inc. | 4,291,881 | reported | 16 Jun 2021 | tx 3+323,298 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Feb 2026 | GRANT_AWARD | Mineralys Therapeutics, Inc. | 6,200 | 0.00 USD | |
| 19 Feb 2026 | GRANT_AWARD | Mineralys Therapeutics, Inc. | 8,300 | 0.00 USD | deriv |
| 17 Feb 2026 | GRANT_AWARD | Evommune, Inc. | 35,868 | 27.88 USD | |
| 09 Feb 2026 | PURCHASE | SpyGlass Pharma, Inc. | 248,034 | 16.00 USD | |
| 09 Feb 2026 | PURCHASE | SpyGlass Pharma, Inc. | 3,441,966 | 16.00 USD | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,806,644 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 2,524,473 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 767,294 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 272,056 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,150,941 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 767,294 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,150,941 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 222,591 | — | deriv |
| 07 Jan 2026 | EXERCISE | Cidara Therapeutics, Inc. | 1,286,786 | 0.00 USD | |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 4,652,309 | 221.50 USD | |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 5,079 | — | deriv |
| 07 Jan 2026 | EXERCISE | Cidara Therapeutics, Inc. | 1,286,786 | — | deriv |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 89,956 | 15505.00 USD | deriv |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 22,200 | — | deriv |
| 05 Jan 2026 | PURCHASE | Climb Bio, Inc. | 7,111 | 3.50 USD | |
| 08 Dec 2025 | SALE | Fulcrum Therapeutics, Inc. | 1,377,020 | 13.33 USD | |
| 08 Dec 2025 | SALE | Fulcrum Therapeutics, Inc. | 91,722 | 14.98 USD | |
| 08 Dec 2025 | SALE | Fulcrum Therapeutics, Inc. | 2,706,397 | 14.28 USD | |
| 26 Sept 2025 | PURCHASE | PepGen Inc. | 9,375,000 | 3.20 USD | |
| 11 Aug 2025 | GRANT_AWARD | Wave Life Sciences Ltd. | 12,700 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 22 Jun 2018.