Biopharma Archives

Biopharma

Letters With This Theme

Quarter	Letter Date	Fund Name	Letter	Theme	Tickers	Keyword
2025 Q4	Feb 18, 2026	Harvest Lane Asset Management Luke Cummings	View	Copper, Biopharma	ASK.AX, AUB.AX, BBT.AX, DSE.AX, MYX.AX, NWC.AX, PBH.AX, PEK.AX, SLH.AX, STO.AX, WA8.AX, XAM.AX, XF1.AX	Absolute return, activism, Australia, Merger Arbitrage, special situations, takeovers
2025 Q4	Jan 20, 2026	Marram Investment Management Vivian Y. Chen	View	Energy, Payments, Biopharma, Regional Banks	AVDX, BILL, FITB, FOUR, OKE, PAA, PAGP, PAY, PSFE, PYPL	Banking, biopharma, cash flow, energy, payments, value
2025 Q4	Feb 18, 2026	The Gabelli ABC Fund Mario J. Gabelli	View	Capital Markets, Biopharma	CFLT, EXAS, FOX, FRGE, GTLS, HOLX, KKR, KMB, KVUE, LEN, NEM, NFG, NFLX, PAAS, PSKY, TGNA, TXNM, WBD	arbitrage, healthcare, industrials, M&A, private equity, technology
2025 Q4	Jan 15, 2026	RTW Investments Roderick Wong	View	Technology, Biopharma, Gene Therapy, Rare Diseases, Oncology	ALNY, ARGX, AVID, DYN, IMTX, INSM, MDGL, PTCT, RCKT, STOK, TARS, UCB, URGN	Biotechnology, Drug Discovery, Gene Therapy, healthcare, M&A, Pharmaceuticals, Rare Diseases
2025 Q4	Jan 16, 2026	Ennismore Global Equity Fund Margaret Webb	View	AI, Biopharma, Classifieds	3994.T, ACP.WA, AUTO.L, BCG.L, FORTY.TA, PDX.ST, PRJ.WA, SPX.L, STC.L, WISE.L	AI, Classifieds, disruption, global, Long/Short, small caps, technology
2025 Q4	Feb 18, 2026	Jackson Peak Capital Patrick O’Brien	View	AI, Biopharma	CFLT, CORZ, GTLB, PZZA, QQQ, SATS	Event-Driven, Exposure Management, Long/Short, M&A, technology, valuation