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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.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Jan 20, 2026 | Fund Letter | Nick Schommer, Brian RechtJanus Henderson Forty Fund | BiotechnologyBiotechnology | Janus Henderson Forty Fund 2025 Q4 (MDGL) Madrigal Pharmaceuticals was a relative contributor as the company continued to establish leadership in the treatment of metabolic dysfunction-associated steatohepatitis (MASH). The firm has... | BULL | View Pitch → | |
| Dec 3, 2025 | Fund Letter | Jay WarnerArtisan Partners Small Cap Fund | BiotechnologyBiotechnology | Artisan Partners Small Cap Fund 2025 Q2 (MDGL) Madrigal Pharmaceuticals is a commercial-stage biotechnology company focused on treating metabolic dysfunction-associated steatohepatitis (MASH), a serious liver disease with high unmet medical need. Madrigal's lead drug,... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | ArrowMark Colorado Holdings, LLCMeridian Growth Fund | BiotechnologyBiotechnology | Meridian Growth Fund 2025 Q3 (MDGL) Madrigal Pharmaceuticals, Inc. is a commercial-stage biopharmaceutical company focused on delivering novel therapeutics for metabolic dysfunction-associated steatohepatitis (MASH), a non-alcoholic liver disease with a high unmet medical need. The stock performed... | BEAR | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.