Investments

Investments we have made

Mirati Therapeutics, Inc. (MRTX)

Investors Ignoring KRASi Risks

Match Group (MTCH) & IAC/InterActiveCorp (IAC)

Breakin’ Up is Hard to Do

Principia Biopharma Inc. (PRNB)

A TKO for BTK

CareDx, Inc. (CDNA)

Pivotal Kidney Transplant Test Headed for Rejection

Tucows Inc. (TCX)

Three Terrible Businesses In One

iRhythm Technologies, Inc. (IRTC)

Growth Reversal will Leave Investors Heartbroken

Qualcomm Incorporated (QCOM)

Ignoring the Legal Risk is Patently Ridiculous

The St. Joe Company (JOE)

Mired in Swamp

QuinStreet, Inc. (QNST)

Leading Nowhere

Proteostasis Therapeutics, Inc. (PTI)

Don't Hold Your Breath

Eastman Kodak Company (KODK)

Gone in a Flash

Prothena Corp. PLC (PRTA)

The Next Big Biotech Blow-Up