| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| RHHBY | ×1 | LONG | HIGH | $51.20 | Healthcare | Roche's new breast cancer drug (Giredestrant or similar) has blockbuster potential because it targets hormone receptor positive breast cancer (70% of patients), reduces risk of death/recurrence by over 30%, is well-tolerated, and is the first new hormone treatment in over 20 years. The market overreacted to trial data, and the drug will be one of Roche's biggest medicines. | Apr 23 | YOUTUBE |