Notes from the Sohn Healthcare Conference: RLAY, FMTX, ODT, STOK – ValueWalk Premium
David Marcus Investment Research

Notes from the Sohn Healthcare Conference: RLAY, FMTX, ODT, STOK

The Sohn Healthcare Conference was held last week, and presenters from well-known hedge funds offered up their theses for several pharmaceutical companies. Here are notes from a selection of the presentations.

Q2 2020 hedge fund letters, conferences and more


Oleg Nodelman from EcoR1 Capital: Relay Therapeutics

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