Mike Collins, Matt Clarke, Chase McIntosh, Carl Wiese
“Lead drug ZUNVEYL was FDA approved in July 2024 for Alzheimer's treatment. It is only the second oral therapy approved and significantly reduces side effects like nausea, vomiting, and insomnia. Initi”
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
