Paradigm: Deep value in a small-cap biotech?

Sponsored
Livewire Exclusive

Livewire Markets

You rarely hear value investors espousing small-cap biotech stocks, given their typically binary outcomes make the risk profile totally unsuitable. However, what we learned in this recent interview was that the stock discussed does not have the usual biotech risk profile.

When we spoke with Michael Goldberg,  Managing Director at Collins St Value Fund, he explained how the efficacy and safety profiles suggest that most of the stock’s risk is now to the upside, leading to an astonishing value opportunity. 

Michael is now thinking in terms of this being a corporate target, telling us that once a deal is struck:

 “... the market will get a real sense of what the company’s worth, and a two hundred million dollar market cap will be a long forgotten memory”…


Find out more

Collins St Value Fund has gained 18.4% p.a. since inception more than three years ago, and charges zero management fees. Find out more.   


1 contributor mentioned

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.