Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Author / Source | Analysis Excerpt | Stance | Date | Action |
|---|---|---|---|---|
@Independent Analyst Substack | “Several issues are highlighted in the analysis: 1) Historical imatinib trials suffered from a ~40% dropout rate, likely skewing the data toward outlier benefit. 2) Seralutinib's efficacy in patients with PVR <1000 dynes is highly problematic, yet these constitute the majority of modern patients. 3) The open-label extension (OLE) crossover patients saw only ~1 meter of benefit, undermining the disease-modifying narrative. 4) The correlation between PVR and 6MWD remains tight across cohorts, casting doubt on claims that the Phase 2 6MWD endpoint was heavily confounded by COVID-19.” | BEAR | Mar 31, 2024 | View Pitch |
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.