Letters by company
Orexo AB
1 letter discussing ORX. Everything written about it on this site is on its ticker page.
- CrossingBridge Advisors Q4 2025 Commentary - Tap CrossingBridge argues that abundant capital needs and policy disruption make credit-market liquidity the key risk for 2026, favoring selective fixed-rate bonds and Nordic debt over leveraged loans. The team added to Bally’s during a syndicate dispute, retained Grubhub and Orexo through price declines, and bought Marelli’s DIP financing for its asset coverage, covenants and required cash repayment. Q4 2025 BALY $677MORX $20M
