Professional
Added to YB: 2026-07-31
Pitch date: 2026-07-28
VISN [bullish]
Gyroscope Therapeutics Holdings PLC
Author Info
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Company Info
As of February 18, 2022, operates as a subsidiary of Novartis AG.
Market Cap
N/A
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
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EV/Sales
N/A
Sector
Biotechnology
Category
special_situation
Show full summary:
Alluvial Fund Portfolio Holding: Vistance Networks, Inc.
VISN (new position): Cable equipment maker (Aurora Networks) post-dismantling; sold 2 largest units, now ~$1B sales vs prior $7B. Micro-cap w/ <$1B mkt cap after proceeds payout. Lumpy biz, high customer concentration, but sticky demand as cable ops fight fiber/wireless. Sale/liquidity event likely; mgmt owns 7.8M shares w/ deal-making experience.
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