Portfolio Manager Jan Martínek discusses ERII, Vicore, and Biovica

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#healthcare #valueinvesting
Timestamps:
00:46: Jan looks back on his ERII thesis
2:38: ERII revenue growth
5:07: Intro to Biovica
7:47: Biomarker test for cancer detection - it's importance and accuracy
9:51: Biovica Sales strategy
11:49: Biovica background and basics
13:05: Biovica potential
15:17: Discussion around any plans for fundraising
18:02: Vicore Pharma - background and opportunity
21:05: Best market comp / peer
22:15: Catalyst for Vicore
24:08: Jan on position sizing in his book
24:58: Risks to Biovica and Vicore opportunities
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