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CVR
LVTX: The hottest CVR in town
Huge call option at a reasonable price
Sep 22
•
AnotherBio
9
3
HLVX: A "lease CVR" - something else for a change!
The most unnecessary deep lease analysis you will read this week! Or ever.
Aug 11
•
AnotherBio
6
6
IKNA: A very... special... situation
This CVR has a stock attached to it - or is the market wrong?
Jul 16
•
AnotherBio
9
3
Quick glance at BPMC CVR - why institutions hate it and you shouldn´t
Never intended this blog to be so arb-heavy since most of my cash is in biotech opportunities, but I am currently mostly holding or trimming those.
Jul 11
•
AnotherBio
1
8
Quick Pitch: VIGL - get paid for a CVR
Motivated biotech seller creating a (small) opportunity for arbitrageurs
Jun 12
•
AnotherBio
6
Quick pitch: Kronos CVR is too cheap!
Letting Kevin Tang rob me. AGAIN
Jun 6
•
AnotherBio
1
6
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