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Campaigns / Kerrisdale Capital → Adamas Pharmaceuticals, Inc.
Kerrisdale Capital vs. Adamas Pharmaceuticals, Inc.

Adamas Pharmaceuticals, Inc. · ADMS

1 deck published between 2017-11-01 and 2017-11-01 — 0 pages, 0 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2017-11-01 initial thesis

    2017 11 Adamas Pharmaceuticals Inc. ADMS

    —pp · research_note

    Kerrisdale is long ADMS: Gocovri, the only FDA-approved drug for levodopa-induced dyskinesia, plus an MS and Vimpat XR pipeline, is worth over $100/share versus ~$25 today.