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A threesome on drugs: talking $BMYRT with Matt and Dan

A threesome on drugs: talking $BMYRT with Matt and Dan

FromYet Another Value Podcast


A threesome on drugs: talking $BMYRT with Matt and Dan

FromYet Another Value Podcast

ratings:
Length:
79 minutes
Released:
Sep 14, 2020
Format:
Podcast episode

Description

Matt Turk and Dan Schneeberger do an extremely deep dive into BMYRT. BMYRT is a contingent value right (CVR) established when Bristol-Myers Squibb (BMY) bought Celgene. While CVR's are extremely risky and there is a real chance of this proving worthless, Matt and Dan walk through what a CVR is, why a CVR might be overlooked, and why they think the odds of approval for the drugs underlying BMY's CVR are much higher than the market suggests.Again, CVRs are risky, and nothing in this podcast is investing advice.Twitter handles: Matt: Given2Tweet (https://twitter.com/given2tweet)Dan: Sheep of Wall Street (https://twitter.com/Biohazard3737)
Released:
Sep 14, 2020
Format:
Podcast episode

Titles in the series (100)

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer