At the 2024 Invest for Kids Conference, William Blank, Founding Partner and Portfolio Manager of Squadron Capital Management (SCM), presented one of his favorite long ideas: Rezolute, a biotech company developing innovative therapies for rare diseases. Blank, a biotech specialist, shared why Rezolute’s lead product, RZ358, has the potential to revolutionize the treatment of congenital hyperinsulinemia (CHI), a rare and life-threatening condition.
Squadron Capital’s Investment Strategy in Biotech
Blank outlined SCM’s core investment philosophy, which he termed "Keep It Simple Squadron." He explained that while drug development is inherently complex, SCM seeks companies developing drugs with four key characteristics:
- Validated drug target
- Established therapeutic modality
- High clinical trial reproducibility
- Clear valuation comparables
Rezolute’s (NASDAQ:RZLT) lead product, RZ358, checked all these boxes, making it a...
Login required to continue reading.
Setup a free account to get access to this article (no credit card required).
View Full Article
