Investor letter
The fund returned approximately 11% (net) in the second quarter
Read the original letter
Grounded extraction
Companies discussed
Unlock this letter's company analysis
Approved stances, summaries and supporting quotations are available for each company below. Sign in to use the Free plan's monthly permanent unlocks.
Unlock this letter to read its stance, summary and source quotation.
Liquidia Corp
LQDA
Unlock this letter to read its stance, summary and source quotation.