ToffCap’s Monday Monitor #77Data Modul – DAM.DE
Pitch Summary: Data Modul is exploring strategic options, including a potential sale of Arrow Electronics’ majority stake, amid gross margin pressures. The company’s recent order growth and potential for a significant upside in a sale scenario present an attractive investment opportunity. BSD Analysis: The engagement of JP Morgan to explore strategic options suggests that Data […]
ToffCap’s Monday Monitor #75Kezar Life Sciences, Inc. – KZR
Pitch Summary: Kezar Life Sciences is reviewing strategic alternatives for its Zetomipzomib Program, with the potential for liquidation, following a rejected acquisition offer and recent share price increase. BSD Analysis: Kezar Life Sciences’ decision to explore strategic alternatives for its Zetomipzomib Program comes amid financial challenges, with a negative enterprise value and significant cash reserves […]
