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Armistice Capital Versus RTW and Perceptive: Biotech Positioning Amid Sector Volatility – TechNewsTab
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Armistice Capital Versus RTW and Perceptive: Biotech Positioning Amid Sector Volatility
Armistice Capital’s fourth-quarter 2024 portfolio adjustments reveal calculated moves within the biopharmaceutical sector, contrasting with broader hedge fund approaches during a period of regulatory uncertainty and selective capital allocation. The firm’s $7.33 billion portfolio across 231 holdings demonstrates targeted positioning rather than sector-wide exposure. Rare Disease Focus Drives Portfolio Concentration Armistice’s strategy centers…
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