Event-Driven Legal℠ investment-research opportunities
MDC follows significant legal disputes to provide clients with actionable investment ideas that tend to be non-correlated with the market. They currently believe that the following companies will likely be involved in significant litigation in 2025 and 2026: Abbott Laboratories, Avadel Pharmaceuticals, Axsome Therapeutics, Bausch Health, Bayer, Burford Capital, Corcept Therapeutics, Exelixis, GSK, Harmony Biosciences, Johnson & Johnson, Liquidia, Live Nation, Reckitt and Sotera Health.
Healthcare
Elliot Favus sees CORT being forced to “wind down” over the coming months - his earlier research revealed how the company's salesforce was paying doctors (who had no business receiving any money) substantial amounts to prescribe its drug for treatment outside of the exceedingly rare medical condition for which it is approved. Since then a Federal criminal investigation has begun, but Elliot believes the Street is misreading the nature of the investigation - he expects the prescribers who have been “bribed” to be targeted, and once this happens, CORT’s prescriber base will rapidly disappear along with its revenues.
