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Re: A deleted message

Thursday, 06/20/2019 11:55:13 AM

Thursday, June 20, 2019 11:55:13 AM

Post# of 429056
afford567,

We’re looking at 7 other healthcare companies right now, narrowing it down. Will likely write our second report within the next several months. Probably a NASH play. We’re a small shop right now and our non-executive members are involved in MRC as an extracurricular pursuit at the moment, but that may change depending on demand. Also, we want to be sure to meet our consultation commitment to clients. Maybe in time we can ramp up to 10 or so reports a year.

Our goal is for this company to be known for the depth and quality of the analysis it produces. For example, consider buyside analysts covering Amarin. The analysis is as shallow as puddle water. It’s well known the only utility analysts bring is access to insiders for more color. What they say about this or that company is of little value to investment firms, with notable exceptions of course. What we bring to the table stands in stark contrast to their vast shotgun approach. Who really needs a shallow overview of hundreds of healthcare plays? But, that’s mostly what’s out there. So, we saw a need and an opportunity and went for it.

Good luck to you.






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