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Equity Research Database
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.
Abivax is a new position that positively affected the portfolio in the second quarter. Abivax is developing...
— Steven Kiel
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Other investors who've written on Abivax SA
More institutional theses from Arquitos Capital Management
Liquidia was the fund's largest contributor in 2025. The fund holds...
United Therapeutics is discussed strictly as Liquidia's key competitor and the opposing party in critical patent litigation. Its market multiple...
The company recently reported excellent full-year results for 2025, showing significant growth in assets under management and revenue. Its adjusted EBITDA...