Overview
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Enveda Biosciences | Sep 2026Participated | $311 MSeries E | |
ADCendo | Apr 2026Participated | $76 MSeries C | |
Soley Therapeutics | Jan 2026Led | $200 MSeries C | |
Triana Biomedicines | Dec 2025Participated | $120 MSeries B | |
Solve Therapeutics | Nov 2025Participated | $120 MOther Equity | |
Adcytherix | Oct 2025Participated | $122 MSeries A | |
Veradermics | Oct 2025Participated | $150 MSeries C | |
Kailera Therapeutics | Oct 2025Participated | $600 MSeries B | |
Avenzo Therapeutics | Sep 2025Participated | $60 MSeries B | |
Actithera | Jul 2025Participated | $76 MSeries A | |
Veradermics | Dec 2024Participated | $75 MSeries B | |
ADCendo | Nov 2024Participated | $135 MSeries B | |
Enveda Biosciences | Sep 2026Participated | $311 MSeries E | |
ADCendo | Apr 2026Participated | $76 MSeries C | |
Soley Therapeutics | Jan 2026Led | $200 MSeries C | |
Triana Biomedicines | Dec 2025Participated | $120 MSeries B | |
Solve Therapeutics | Nov 2025Participated | $120 MOther Equity | |
Adcytherix | Oct 2025Participated | $122 MSeries A | |
Veradermics | Oct 2025Participated | $150 MSeries C | |
Kailera Therapeutics | Oct 2025Participated | $600 MSeries B | |
Avenzo Therapeutics | Sep 2025Participated | $60 MSeries B | |
Actithera | Jul 2025Participated | $76 MSeries A | |
Veradermics | Dec 2024Participated | $75 MSeries B | |
ADCendo | Nov 2024Participated | $135 MSeries B |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Series A | 0 | 14 |
| Series B | 7 | 47 |
| Series C+ | 4 | 29 |
| Other Equity | 2 | 15 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Feb '18 | 1 |
| Mar '18 | 0 |
| Apr '18 | 0 |
| May '18 | 0 |
| Jun '18 | 0 |
| Jul '18 | 1 |
| Aug '18 | 0 |
| Sep '18 | 0 |
| Oct '18 | 0 |
| Nov '18 | 1 |
| Dec '18 | 1 |
| Jan '19 | 0 |
| Feb '19 | 0 |
| Mar '19 | 1 |
| Apr '19 | 2 |
| May '19 | 0 |
| Jun '19 | 0 |
| Jul '19 | 0 |
| Aug '19 | 1 |
| Sep '19 | 0 |
| Oct '19 | 1 |
| Nov '19 | 0 |
| Dec '19 | 2 |
| Jan '20 | 1 |
| Feb '20 | 1 |
| Mar '20 | 3 |
| Apr '20 | 0 |
| May '20 | 0 |
| Jun '20 | 1 |
| Jul '20 | 6 |
| Aug '20 | 5 |
| Sep '20 | 4 |
| Oct '20 | 4 |
| Nov '20 | 2 |
| Dec '20 | 2 |
| Jan '21 | 7 |
| Feb '21 | 2 |
| Mar '21 | 5 |
| Apr '21 | 6 |
| May '21 | 3 |
| Jun '21 | 0 |
| Jul '21 | 2 |
| Aug '21 | 2 |
| Sep '21 | 6 |
| Oct '21 | 3 |
| Nov '21 | 2 |
| Dec '21 | 0 |
| Jan '22 | 5 |
| Feb '22 | 2 |
| Mar '22 | 0 |
| Apr '22 | 2 |
| May '22 | 1 |
| Jun '22 | 0 |
| Jul '22 | 0 |
| Aug '22 | 0 |
| Sep '22 | 1 |
| Oct '22 | 0 |
| Nov '22 | 0 |
| Dec '22 | 1 |
| Jan '23 | 0 |
| Feb '23 | 0 |
| Mar '23 | 0 |
| Apr '23 | 0 |
| May '23 | 3 |
| Jun '23 | 1 |
| Jul '23 | 0 |
| Aug '23 | 2 |
| Sep '23 | 2 |
| Oct '23 | 0 |
| Nov '23 | 0 |
| Dec '23 | 0 |
| Jan '24 | 1 |
| Feb '24 | 2 |
| Mar '24 | 0 |
| Apr '24 | 1 |
| May '24 | 2 |
| Jun '24 | 0 |
| Jul '24 | 1 |
| Aug '24 | 1 |
| Sep '24 | 0 |
| Oct '24 | 0 |
| Nov '24 | 1 |
| Dec '24 | 1 |
| Jan '25 | 0 |
| Feb '25 | 0 |
| Mar '25 | 0 |
| Apr '25 | 0 |
| May '25 | 0 |
| Jun '25 | 0 |
| Jul '25 | 1 |
| Aug '25 | 0 |
| Sep '25 | 1 |
| Oct '25 | 3 |
| Nov '25 | 1 |
| Dec '25 | 1 |
| Jan '26 | 1 |
| Feb '26 | 0 |
| Mar '26 | 0 |
| Apr '26 | 1 |
| May '26 | 0 |
| Jun '26 | 0 |
| Jul '26 | 0 |
| Aug '26 | 0 |
| Sep '26 | 1 |
| Oct '26 | 0 |
Sector Breakdown
A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.
| Sector | Deals |
|---|---|
| Health & Life Sciences | 117 |
| Professional Services | 3 |
| AI & Machine Learning | 2 |
| Space & Frontier Tech | 2 |
| Consumer & Lifestyle | 2 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 0 |
| $5M-$10M | 0 |
| $10M-$25M | 1 |
| $25M-$50M | 2 |
| $50M-$100M | 48 |
| $100M-$250M | 61 |
| $250M-$500M | 5 |
| $500M-$1B | 1 |
| $1B+ | 0 |
Deals By Geography
Top 4 of 4 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 107 |
| Europe | 8 |
| China | 2 |
| Canada | 1 |
Co-Investors
Bubble size = shared deals
Click a bubble to open that fund in a new tab.
Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.
| Co-investor | Shared deals |
|---|---|
| Logos Capital | 50 |
| RA Capital Management | 39 |
| Cormorant Asset Management | 36 |
| Janus Henderson Investors | 31 |
| OrbiMed | 30 |
| Wellington Management | 21 |
| Atlas Venture | 19 |
| Perceptive Advisors | 19 |
| Samsara BioCapital | 17 |
| Alexandria Venture Investments | 16 |
| BVF Partners | 15 |
| T. Rowe Price Associates | 15 |
| EcoR1 Capital | 14 |
| Eventide Asset Management | 14 |
| Invus | 14 |
| Redmile Group | 14 |
| Rock Springs Capital | 14 |
| BlackRock | 13 |
| Casdin Capital | 13 |
| Fidelity Management & Research Company | 13 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 13 | 11% |
| Participating | 105 | 89% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 4 | 31% |
| Co-led | 9 | 69% |
Team
Deputy Chief Operating Officer
Portfolio Manager
Senior Managing Director, Chief Operating Officer
President & Co-Chief Investment Officer
Analyst
Founder, CEO, & Co-Chief Investment Officer
Co-Head of Sector Data Analysts
Analyst