NEU 3.50% $14.05 neuren pharmaceuticals limited

Neuren - where to from here ?, page-30

  1. 63 Posts.
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    Sorry for the confusion @Taureanbull, you're correct, he has moved on. I think he's just retained the reference to Karst Peak in the name of his fund given he's being backed by Karst Peak Capital, his previous employer (the same way Julian Robertson backed Karst Peak as a tiger cub fund). But it's very much his own fund focused purely on biotech/medtech, whereas Karst Peak Capital (his previous employer) also had a consumers and technology exposure. I found his investment documents provide quite a good clarification of all of this.
    Last edited by Weddell: 25/03/24
 
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