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Stock Analysis Compilation
Baron Health Care Fund on Edgewise Therapeutics, Inc. $EWTX US
Thesis: Edgewise Therapeutics, Inc. is developing innovative drugs for muscle disorders, including sevasetment for Becker’s and Duchenne muscular dystrophies, and EDG-7500 for hypertrophic cardiomyopathy, showing promising early efficacy and potential market impact.
(Extract from their Q4 letter)
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Baron Health Care Fund on Edgewise Therapeutics, Inc. $EWTX US
Thesis: Edgewise Therapeutics, Inc. is developing innovative drugs for muscle disorders, including sevasetment for Becker’s and Duchenne muscular dystrophies, and EDG-7500 for hypertrophic cardiomyopathy, showing promising early efficacy and potential market impact.
(Extract from their Q4 letter)
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Finding Compounders
Reinvestment and ROIC are the compliments of new value creation https://t.co/KTknJBjfMp
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Reinvestment and ROIC are the compliments of new value creation https://t.co/KTknJBjfMp
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $JBHT has just reported purchasing $10M of the company's stock, increasing his ownership stake by 110%.
This is the first insider purchase we have seen him report in over 4 years.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $JBHT has just reported purchasing $10M of the company's stock, increasing his ownership stake by 110%.
This is the first insider purchase we have seen him report in over 4 years.
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Quiver Quantitative
RT @InsiderRadar: $JBLU stock is up 13% so far today, and now up over 22% since this insider purchase from two weeks ago https://t.co/tU0h8kt0kb
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RT @InsiderRadar: $JBLU stock is up 13% so far today, and now up over 22% since this insider purchase from two weeks ago https://t.co/tU0h8kt0kb
🚨BREAKING: New Insider Purchase
A director of $JBLU has just reported purchasing $614K of the company's stock, increasing his ownership stake by 608%.
This is the first insider purchase we have seen at the company in over 3 years. tweet
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Hidden Value Gems
RT @HiddenValueGems: Stock screens can occasionally bring up some interesting ideas. Here is what I got with the following parameters:
1⃣ Sales 10Y CAGR > 5%
2⃣ EPS 5Y CAGR>10%
3⃣ ROE>20%
4⃣ ROA>5%
5⃣ PE<20
scroll below for some extra charts 🧵👇
1/3 https://t.co/ldwvgdrclt
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RT @HiddenValueGems: Stock screens can occasionally bring up some interesting ideas. Here is what I got with the following parameters:
1⃣ Sales 10Y CAGR > 5%
2⃣ EPS 5Y CAGR>10%
3⃣ ROE>20%
4⃣ ROA>5%
5⃣ PE<20
scroll below for some extra charts 🧵👇
1/3 https://t.co/ldwvgdrclt
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Quiver Quantitative
RT @InsiderRadar: $ARDX stock is up 10% today, and almost 30% in total since we reported this insider purchase last month https://t.co/0EYZYD7M9q
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RT @InsiderRadar: $ARDX stock is up 10% today, and almost 30% in total since we reported this insider purchase last month https://t.co/0EYZYD7M9q
🚨BREAKING: New Insider Purchase
A director of $ARDX, a biotech company, has just reported purchasing $1M of the company's stock.
This is the 3rd insider purchase we have seen him report in the last two months, each for $1M. tweet
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Stock Analysis Compilation
Baron Health Care Fund on Arcellx, Inc. $ACLX US
Thesis: Arcellx, Inc. is a biotechnology company well positioned to capture a significant share of the $12 billion multiple myeloma cell therapy market, offering a competitive treatment with fewer risks and potential manufacturing advantages through its partnership with Gilead.
(Extract from their Q4 letter)
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Baron Health Care Fund on Arcellx, Inc. $ACLX US
Thesis: Arcellx, Inc. is a biotechnology company well positioned to capture a significant share of the $12 billion multiple myeloma cell therapy market, offering a competitive treatment with fewer risks and potential manufacturing advantages through its partnership with Gilead.
(Extract from their Q4 letter)
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