PNV 6.61% $2.42 polynovo limited

What's my investment thesis? 1) good product - superior...

  1. 458 Posts.
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    What's my investment thesis?

    1) good product - superior patient outcomes and surgeon enthusiasm
    2) good margin
    3) Why would DW bank ~$50mil into PNV?
    4) Why would high level (literally executive level and CMO) JNJ employees leave a company whose share price (and hence employee options) trade at $171USD a share for a a small Aussie biotech that trades at $2AUD a share?
    5) Economic moat.

    I'm tripling down on my investment.

    Change my mind.
    Last edited by MaverickIA: 07/11/22
 
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