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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The author’s bull thesis on Delcath (DCTH) is built around new data from the CHOPIN trial, which they believe meaningfully expands the total addressable market (TAM) for its liver-directed therapy HEPZATO KIT. They argue that...
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