I am pleased to finally discuss in detail my investment thesis for Medgenics. My full report is over 50 pages in length, and consists of three parts. Today, I am releasing Part I (28 pages), with Parts II+III being released in the coming days.
Medgenics, in collaboration with CHOP's Center for Applied Genomics (CAG), are attempting to capitalize on a concept broadly termed biobanking (collection of biological and/or medical data). As my thesis explains, I strongly believe Medgenics can create significant value with their CAG collaboration, NFC-1, MDGN002, and their TARGT gene therapy platform.
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