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 |
|---|---|---|---|
“Cosette Pharmaceuticals asserted a Material Adverse Change (MAC) to back out of its scheme of arrangement to acquire Mayne Pharma at $7.40 per share. Harvest Lane argues...” | Q2 2025 Jun 30, 2025 | Preview | |
“Detractor (-3.34%) for the year as the bidder, Cosette Pharmaceuticals, attempted to walk from the deal. Although court and...” | Q4 2025 Dec 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MYX.AX.
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.
