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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“RTW Biotech Opportunities delivered a -7.3% quarterly return and -4.6% for 2024, while celebrating its fifth anniversary with an 86.3% five-year NAV return that outperformed biotech indices. The fund maintains...” | Q4 2024 Dec 31, 2024 | Preview | |
“RTW Biotech Opportunities delivered -6.4% NAV return in Q1 2025, outperforming the Russell 2000 Biotech Index (-13.6%) amid a challenging environment marked by Trump's trade war initiation and biotech sector sell-off. The fund maintains...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RNA.(4 additional institutional mentions locked).
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.
