Alpha generating fundamental research in the biotech space
Healthcare
Bios Research continues to identify strong short ideas (>$1bn Mkt/Cap) while also pursuing coverage of under-covered long opportunities. In the past year they have provided several potentially fraudulent theses in their short research. For example, having done a significant amount of research in the Alzheimer's disease space Aaron Fletcher has found the early data of Cassava Sciences particularly troublesome. Re. long ideas, Aaron highlights some very attractive <$750m Mkt/Cap names with significant cash on hand and upcoming catalysts. Further information is available on request.
Edition: 122
- 29 October, 2021