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Scalpel capital
A healthcare focused student investment fund.
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Stock Pitches and Market Outlooks
Circadian Rhythms and Healthcare Investing - A Differentiated Outlook
Summary Circadian rhythms- the 24-hour routines that control our cells- offer a compelling analogy to economic cycles in the healthcare...
Faraz Jamil
Short pitch- Beam Therapeutics (BEAM: NASDAQ)
Summary Beam therapeutics (BEAM) is an overvalued  and highly speculative biotech firm . The asymmetry between its high-risk research...
Faraz Jamil
Long Pitch- Pfizer (PFE:NYSE)
Summary Pfizer (PFE) is an undervalued biopharmaceutical giant currently trading at ~2x sales. This pitch argues for a long position with...
Faraz Jamil
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