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A TSMC five-year double thesis focused on advanced-node foundry leadership, advanced packaging, AI customer demand, capex, margins, and Taiwan risk.
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A Coverage Bootstrap TSMC company evaluation covering advanced-node foundry leadership, CoWoS, customers, margins, capex, global fabs, Taiwan risk, and valuation setup.
OpenAgios has FDA-approved mitapivat products, an early AQVESME thalassemia launch and more than $1.0B of cash and marketable securities. The diligence question is whether prescription growth and pipeline catalysts can outpace a quarterly expense base above $130M.
OpenAdvantage Solutions has national retail execution scale and positive adjusted EBITDA, but the equity case is hostage to Branded Services pressure, cash conversion, refinancing costs, and 4.2x net leverage.
OpenACAD is no longer the kind of biotech where everything hangs on a single trial. The sharper question is whether NUPLAZID and DAYBUE can fund a third CNS franchise before concentration, payer pressure, and pipeline risk catch up.
OpenAlpha Cognition has an FDA-approved Alzheimer's pill, early long-term-care launch traction, two PBM agreements, and $66.0 million of year-end cash, but the story depends on ZUNVEYL turning bottle growth into repeat, reimbursed revenue before launch spending, s
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