Eonia ResearchCopart: A High Quality CompounderWe are long shares of Copart — which we believe to be a highly moated compounder. Please read our full research here…Apr 17, 2020Apr 17, 2020
Eonia ResearchKiniksa’s Unexpected PlayWe see Kiniksa as a highly speculative long play for investors with the risk appetite and a mid-term horizon.Apr 17, 2020Apr 17, 2020
Eonia ResearchGilead’s Path To COVID-19 Market DominanceGilead’s remdesivir has a significant time advantage over competitor therapeutics.Apr 8, 2020Apr 8, 2020
Eonia ResearchTeladoc Health: Not Just A COVID-19 PaydayOur full write-up of Teladoc can be accessed on Seeking Alpha…Apr 1, 2020Apr 1, 2020
Eonia ResearchGilead’s Remdesivir Can Be A Game ChangerAccess our full write up at SeekingAlpha https://seekingalpha.com/article/4334200-gileads-remdesivir-can-be-game-changerApr 1, 2020Apr 1, 2020
Eonia ResearchThe Case for Gilead if Remdesivir is EffectiveCOVID-19 poses a severe public health emergency for humanity. We envisage investment into therapeutics like remdesivir.Mar 15, 2020Mar 15, 2020