EP.007: JAZZ: Value with an Oncology Catalyst - 5x Risk-Reward Ratio
Welcome back to another episode of Pitch the PM. In this episode, Doug speaks with biotech expert, Sriker Nadipuram from Critical Value Asset Management, about Jazz Pharmaceuticals Although outside Doug’s typical investment lane, the conversation highlights shared frameworks and rigorous research methodologies. Sriker unpacks Jazz’s business model, detailing its base business in neurology and the high-potential oncology pipeline. They examine the firm’s risk-reward setup, political uncertainty from tariffs and drug pricing, and why the market may be overlooking a potentially transformational…
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