Portfolio Changes
My investment thesis in Connect Biopharma (CNTB) was recently presented here, and I disclosed that I have a position in this stock. To make room for it on our MCO portfolio, we are dropping Axil Brands and adding Connect Biopharma.
Axil Brands (AXIL) has zero coverage anywhere except for here. The CEO is remarkably talented and is doing an excellent job.…
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