I recall Platinum had IMU listed as a top 10 holding in their healthcare strategy almost four years ago. Granted they've lightened their exposure since, possibly due to rebalancing and flows, the positioning of such a "nameplate" investor even when the SP was 5x lower than today shows IMU has very much been on the big boys radar for some time. But yes agree, the multitude of global dedicated active healthcare equity fund managers will now be much more exposed to this names prospects, especially given the Roth coverage
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