59 min listen
A threesome on drugs: talking $BMYRT with Matt and Dan
A threesome on drugs: talking $BMYRT with Matt and Dan
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)
Byrne Hobart from The Diff on The Death of FANG+ by Yet Another Value Podcast