Letters by company

Nektar Therapeutics

1 letter discussing NKTR. Everything written about it on this site is on its ticker page.

Cedar Grove Capital Management Q1 2026 Cedar Grove Capital Management deployed capital into small and microcap healthcare and consumer-discretionary names it viewed as mispriced amid the SaaS selloff. It exited the failed LENSAR merger-arbitrage position, sharply reduced and then sold WW International after weakening subscriber trends and a CEO departure, while retaining core positions in KITS, The RealReal, Evolv and Sanuwave. Q1 2026 ABVX $7.8BEVLV $878MHIMS $6.9B