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 |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Patient Capital Management Christina Siegel Malbon | “Precigen is an undervalued cell and gene therapy company poised for its first FDA approval later this year. A recent private deal resolved prior solvency risks, extending its cash runway through the commercialization phase and unlocking the value of its extensive IP platform.” | BULL | Q4 2024 Jan 13, 2025 | 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.
