Sign up to save your podcasts
Or
Share Portfolio Manager Jan Martínek of Central European Capital Partners discusses ERII, Vicore, and Biovica
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Portfolio Manager Jan Martínek of Central European Capital Partners discusses ERII, Vicore, and Biovica
00:46: Jan looks back on his ERII thesis
2:38: ERII revenue growth
5:07: Intro to Biovica
7:47: Biomarker test for cancer detection – it's importance and accuracy
9:51: Biovica Sales strategy
11:49: Biovica background and basics
13:05: Biovica potential
15:17: Discussion around any plans for fundraising
18:02: Vicore Pharma – background and opportunity
21:05: Best market comp / peer
22:15: Catalyst for Vicore
24:08: Jan on position sizing in his book
24:58: Risks to Biovica and Vicore opportunities
View all episodes
00:46: Jan looks back on his ERII thesis
2:38: ERII revenue growth
5:07: Intro to Biovica
7:47: Biomarker test for cancer detection – it's importance and accuracy
9:51: Biovica Sales strategy
11:49: Biovica background and basics
13:05: Biovica potential
15:17: Discussion around any plans for fundraising
18:02: Vicore Pharma – background and opportunity
21:05: Best market comp / peer
22:15: Catalyst for Vicore
24:08: Jan on position sizing in his book
24:58: Risks to Biovica and Vicore opportunities