Go offline with the Player FM app!
Portfolio Manager Jan Martínek of Central European Capital Partners discusses ERII, Vicore, and Biovica
Manage episode 365570692 series 2574505
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
34 episodes
Manage episode 365570692 series 2574505
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
34 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.