ToffCap’s Monday Monitor provides a snapshot of the largest changes in our watchlist. New (potentially) interesting investments and trades are regularly added to the list, with a special focus on companies that screen cheaply and catalyst trades. The list is dynamic; it will continue to grow and change going forward. If you have interesting additions to the list, feel free to contact us at
Where do you see indications that NUVB will wind down if current trials fail? FWIW Baupost exited recently - yet this is the kind of special situation they generally like?
DNTL also have a huge tailwind coming : https://www.todocanada.ca/what-to-know-about-the-new-free-canadian-dental-care-plan-proposed-in-2023-budget/
Interesting additions this week!
Where do you see indications that NUVB will wind down if current trials fail? FWIW Baupost exited recently - yet this is the kind of special situation they generally like?