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Portfolio Manager Jan Martínek of Central European Capital Partners discusses ERII, Vicore, and Biovica

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Manage episode 365570692 series 2574505
Content provided by SumZero Headlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SumZero Headlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

34 episodes

Artwork
iconShare
 
Manage episode 365570692 series 2574505
Content provided by SumZero Headlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SumZero Headlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

34 episodes

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