The C O N T R A R I A N
ZeContrarian7
HOW TO USE TWITTER TO BECOME A GREAT INVESTOR:I’ll start by saying that learning from Twitter, if used correctly, is better than books. Twitter is full of good mentors, even
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MediWound-PATH TO 5XMcap: $110MMCash: $22.5M(burn rate ~9M/year).My thesis: Recent events show that re-rating is imminent yet Mr. Market is not connecting the dots, lets help him out.$MDWD has two best-in-class
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Top stock pick for 2021 $ODT.First recommended buy price ~$15.My case for $ODT :Odonate Therapeutics - a chemotherapy pill with better profile than uncomfortable infused Taxanes. *Experts that attended the
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Ticker: $AVDLMcap: $460MCash: $240MStock Price: $7.90Key investment thesis:*Company sold all its non-core assets to focus on FT218 , a potential best in class drug candidate with a TAM of $1.7B,
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A new very large convalescent plasma study (35K patients) came out with positive data this week. Combined with positive news on KMDA’s early trial enrollment and efficacy we believe this
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