Tom3 schreef op 11 oktober 2020 14:23:
Collega (van LSP) Aescap 2.0 blijkt in Q3 2020 ook begonnen te zijn aan een belang in Arrowhead, de spike omhoog op 16 september was ook niet door hen voorzien. Ze wachten weer op een daling van de koers (kennelijk doen meer investeerders dat):
Arrowhead Pharmaceuticals (+20%)
We have been working on and off on Arrowhead Pharmaceuticals for over
a year and recently finalized our due diligence and valuation. We decided
to start building up a position in the company directly after our final
meeting with management that concluded our due diligence. Already the
next day the company announced very positive data from a clinical study
in a rare genetic disorder affecting lungs and liver. On the news the share
price went up 45%, however by then we had only managed to invest 1%
of our assets under management in the company. We will closely monitor
the share price movements in this stock, and we will only further grow
our stake if it reaches our maximum entry price once again. Time and
time again, RNA medicine company Arrowhead shows best-in-class clinical
data across several disease areas and we are looking forward to the next
milestones for this company. The company currently has eight products
being tested in clinical trials, each of them in a different disease.