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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"RTW Biotech delivered -1.3% in Q1 amid market volatility but benefited from accelerating M&A activity including two portfolio acquisitions at significant premiums. Capital markets are reopening with follow-on activity tripling year-over-year."
RTW Biotech delivered -1.3% in Q1 amid market volatility but benefited from accelerating M&A activity including two portfolio acquisitions at significant premiums. Capital markets are reopening with follow-on activity tripling year-over-year. The concentrated biotech portfolio focuses on transformative life sciences assets with major oncology catalysts expected at upcoming medical conferences.
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