I realize I’m a broken record1, but my favorite space right now remains biotech trading below net cash. I’ve now written up five different net cash bios with a variety of thesis (disclosure: long all …
Substack is the home for great culture
I realize I’m a broken record1, but my favorite space right now remains biotech trading below net cash. I’ve now written up five different net cash bios with a variety of thesis (disclosure: long all …