Sarissa Means Management chief investment officer Alex Denner spoke with CNBC Pro for an except for interview from the Delivering Alpha Conference in New York, and detailed his cover for investing in Biogen.
Like other shareholder activists, Denner’s approximate focuses on improving the strategies of companies to unlock otherwise trapped open-mindedness value. Having previously served as a managing director at Icahn First-rate — an entity through which famed activist Carl Icahn conducts his investment pursuits — Denner’s current investments include a number of large biotechnology and pharmaceutical companies.
Sarissa superintends $535 million in assets under management according to its latest Trim ADV filing.
The investors also talked:
- President Donald Trump’s disparagement of rising drug prices
- Which areas of health care up the most compelling deals for savvy stock traders
- Large-cap investments versus small-cap investments in the sector