2019 Sohn Investment Conference Notes: Bihua Chen, Cormorant Asset Management – Long Kidney Play

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Jacob Wolinsky
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medicine

Rough notes of Bihua Chen, the Founder and Portfolio Manager of Cormorant Asset Management, from the 2019 Sohn Investment Conference which took place on the 6th of May. See our full coverage of the 2019 Sohn Investment Conference here. Q1 hedge fund letters, conference, scoops etc Bihua Chen (Cormorant Asset Management): Long: Reata Pharmaceuticals (RETA) Bihua Chen is the founder of Cormorant Asset Management, LP (“Cormorant”). Ms. Chen is the portfolio manager of Cormorant Global Healthcare Master Fund, LP, a long/short equity fund invested in publicly traded healthcare companies, a separately managed account, Cormorant Private Healthcare Fund I LP, and…

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.