In today’s briefing:
- Overview #43 – Not Too Hot, Not Too Cold
- RenovoRx’s Differentiated Targeted Drug Delivery Platform Addresses Hypovascular Cancers
- SAFX: WTR Small-Cap Spotlight Recap
Overview #43 – Not Too Hot, Not Too Cold
- A review of recent events and data impacting our investment themes and outlook
- Japan and US Central Banks continue to add fuel to the monetary fire
- China consumption weakness is likely to spur a tangible response in the New Year
RenovoRx’s Differentiated Targeted Drug Delivery Platform Addresses Hypovascular Cancers
- Introducing the CEO. Shaun Bagai has spent his career in medtech, starting as an intern at TransVascular. Guided by the company’s CEO, he chose entrepreneurship over medical school to make a broader impact on patient care.
- Bagai stayed at TransVascular to manage clinical research and, following its acquisition by Medtronic (NYSE: MDT), gained firsthand experience in bringing medical devices to market.
- He later deepened his expertise in developing and commercializing disruptive technologies through roles at Ardian (also acquired by Medtronic) and HeartFlow (NASDAQ: HTFL). I
SAFX: WTR Small-Cap Spotlight Recap
- Cooper brings a rich background in aviation and energy.
- Initially drawn to piloting, Cooper moved to the business side of aviation with leadership roles at Chevron, Phillips 66, and Neste, and across aviation fuel distribution, production, and the launch of sustainable aviation fuel (SAF) operations.
- Now at XCF, Cooper is leading a global growth initiative in the US and overseas.
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