Not sure if this was previously shared. Bianca Ogden (highly rated biopharma fund mgr) manages the Global health sciences fund at Plantinum Asset Management. Per below June quarterly report her fund invested in the recent CR and have seen their holding double so they have trimmed their position in Clarity on the back of Cu67 8GBq single dose efficacy (?). On the other hand though were early investors in Telix since the IPO. they considered the global radiopharma peers pipeline into consideration (Clarity?) and thought the Telix valuation was stretched and they completely exited their position! Says something?
https://www.platinum.com.au/media/Platinum/Reports/pihfqtr_0624.pdf
Not sure if this was previously shared. Bianca Ogden (highly...
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