Professor Oak (@prof_oak_) 's Twitter Profile
Professor Oak

@prof_oak_

Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD

ID: 1337885248273739779

calendar_today12-12-2020 22:21:25

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Professor Oak (@prof_oak_) 's Twitter Profile Photo
Professor Oak
@prof_oak_

4 days ago

VTAMA deal makes sense for $ROIV, but $OGN is a surprise Maintaining the dividend is >25% of CFO. Mkt thought a cut was possible as recently as Nov '23 (trading >10% yield) Taking on a high-burn asset in a competitive market with limited synergies seems like a head scratcher