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Campaigns / Muddy Waters → Prothena Corp PLC
Muddy Waters vs. Prothena Corp PLC

Prothena Corp PLC · PRTA

1 deck published between 2017-06-29 and 2017-06-29 — 11 pages, 11 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. 2017-06-29 initial thesis

    2017 06 MW_Short_PRTA_06292017

    11pp · research_note

    Short PRTA: publicly-available NEOD001 data does not show efficacy — organ responses are likely driven by prior PCD chemo, not the drug, and $1.5B peak sales are unrealistic.