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Track record

What happened ~6 months after each disclosed buy

+39.7%avg per buy, ~6 months on+8.6%S&P 500 avg, same spans
KYMR · 2025-06-30 · +82.5% (S&P +9.5%)MDGL · 2025-08-18 · +24.7% (S&P +7.9%)MDGL · 2025-08-20 · +22.8% (S&P +8.4%)CELC · 2025-09-08 · +73.2% (S&P +5.8%)TRDA · 2025-11-10 · +116.9% (S&P +6.2%)TRDA · 2025-11-11 · +108.2% (S&P +7.4%)TRDA · 2025-11-12 · -14.5% (S&P +7.1%)TRDA · 2025-11-20 · -30.4% (S&P +13.3%)KYMR · 2025-12-11 · -15.6% (S&P +8.9%)KOD · 2025-12-18 · +29.1% (S&P +11.0%)
2025-06-302025-12-18
Each dot: one completed buy’s ~6-month outcome, equal weight per buy · dashed: S&P 500 over the same spans · hover a dot for detail
7 of 10
buys higher ~6mo later
+29.1%
median outcome
+8.4%
S&P 500 median, same spans

Disclosed positions

Estimated from their latest filings — positions may have changed since

$8.25B
combined est. value
INCY
INCYTE CORP
$3.33B
28,205,360 sh
MDGL
MADRIGAL PHARMACEUTICALS, INC.
$1.06B
1,947,968 sh
ACAD
ACADIA PHARMACEUTICALS INC
$1.03B
39,384,587 sh
KYMR
Kymera Therapeutics, Inc.
$948.66M
7,955,916 sh
CELC
Celcuity Inc.
$834.51M
7,211,484 sh
KOD
Kodiak Sciences Inc.
$703.14M
18,358,772 sh
KNSA
Kiniksa Pharmaceuticals International, plc
$172.30M
2,744,894 sh
DNLI
Denali Therapeutics Inc.
$87.93M
3,415,958 sh
BCYC
BICYCLE THERAPEUTICS PLC
$43.58M
10,018,674 sh
TRDA
Entrada Therapeutics, Inc.
$34.95M
4,691,392 sh

Top 10 of 12 disclosed positions by value.

Activity

Open-market buy & sell volume

BuySell
0$167.2M$334.4M2025 · bought $334.4M · sold $1.1M2025
Total +$334.45M bought · −$1.06M sold

All filings on record

Every Form 4 transaction we track for this filer

INCYGrant
2026-06-08 · INCYTE CORP
1,642
—
INCYGrant
2026-06-08 · INCYTE CORP
1,642
—
KNSAGrant
2026-05-29 · Kiniksa Pharmaceuticals International, plc
6,078
—
KNSAGrant
2026-05-29 · Kiniksa Pharmaceuticals International, plc
6,078
—
ACADGrant
2026-05-29 · ACADIA PHARMACEUTICALS INC
18,622
—
ACADGrant
2026-05-29 · ACADIA PHARMACEUTICALS INC
18,622
—
BCYCGrant
2026-01-02 · BICYCLE THERAPEUTICS PLC
19,000
—
BCYCGrant
2026-01-02 · BICYCLE THERAPEUTICS PLC
19,000
—
INCYGrant
2025-12-31 · INCYTE CORP
328
—
INCYGrant
2025-12-31 · INCYTE CORP
328
—
KODBuy
2025-12-18 · Kodiak Sciences Inc.
$55.00M
+29.1%
KODBuy
2025-12-18 · Kodiak Sciences Inc.
$5.00M
+29.1%
KYMRBuy
2025-12-11 · Kymera Therapeutics, Inc.
$158.12M
-15.6%
KYMRBuy
2025-12-11 · Kymera Therapeutics, Inc.
$14.38M
-15.6%
TRDABuy
2025-11-20 · Entrada Therapeutics, Inc.
$118.7K
-30.4%
TRDABuy
2025-11-20 · Entrada Therapeutics, Inc.
$10.8K
-30.4%
TRDABuy
2025-11-20 · Entrada Therapeutics, Inc.
$121.4K
-30.4%
TRDABuy
2025-11-20 · Entrada Therapeutics, Inc.
$11.0K
-30.4%
TRDABuy
2025-11-12 · Entrada Therapeutics, Inc.
$91.4K
-14.5%
TRDABuy
2025-11-12 · Entrada Therapeutics, Inc.
$8.3K
-14.5%
TRDABuy
2025-11-12 · Entrada Therapeutics, Inc.
$625.3K
-14.5%
TRDABuy
2025-11-12 · Entrada Therapeutics, Inc.
$56.6K
-14.5%
TRDABuy
2025-11-11 · Entrada Therapeutics, Inc.
$232.8K
+108.2%
TRDABuy
2025-11-11 · Entrada Therapeutics, Inc.
$21.1K
+108.2%
TRDABuy
2025-11-11 · Entrada Therapeutics, Inc.
$86.5K
+108.2%

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.