Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

HK Type 4 license through Ballingal Investment Advisors Ltd. 

I'm a highly experienced sell-side analyst with in excess of 22 years of covering Asia Pacific equities, the past 19 years immersed in event strategies encompassing M&A risk arbitrage, directional long/short, stub trades and restructuring.  

My background also includes accountancy (liquidation/bankruptcy/receivership) earlier in my career and as a chief financial officer of a global commodity company based in the US and Mexico.

Pan-Asia Catalysts/Events

Summary of the Situation Regarding Insulet's Lawsuit in the US Against Eoflow

Insulet's Lawsuit Against Eoflow, Medtronic's Tender Offer, and Eoflow's "Special Sauce"

Eoflow's US Subsidiary (Nephria Bio)'s Technology in MXene Advanced Material

The Blockchain Delusion. A (Mostly) Bearish Investment Thesis.

Quiddity Advisors

Event-Driven

<ul>
<li>From the outset, <a href="https://www.smartkarma.com/entities/eoflow-co-ltd" target="_blank" data-smartkarma-citation="entities:36100:1" rel="noopener">EOFlow (294090 KS)</a> has traded wide (~7% of average) to <a href="https://www.smartkarma.com/entities/medtronic-plc" target="_blank" data-smartkarma-citation="entities:14982:1" rel="noopener">Medtronic Plc (MDT US)</a>'s Offer. An apparent delay in filing with Korean regulators formed one argument. </li>
<li>Now there's a compelling reason. Key insulin pump competitor <a href="https://www.smartkarma.com/entities/insulet-corp" target="_blank" data-smartkarma-citation="entities:5252:1" rel="noopener">Insulet  (PODD US)</a> has filed a lawsuit accusing EOFlow of the misappropriation of trade secrets, patent infringement, and trademark dilution.</li>
<li>Singapore-Based <a href="https://www.smartkarma.com/entities/flex-ltd" target="_blank" data-smartkarma-citation="entities:36680:1" rel="noopener">Flex (FLEX US)</a> and three ex-employees of Insulet are also defendants. This does not bode well for the transaction. </li>
</ul>


From the outset, EOFlow (294090 KS) has traded wide (~7% of average) to Medtronic Plc (MDT US)'s Offer. An apparent delay in filing with Korean regulators formed one argument. 
Now there's a compelling reason. Key insulin pump competitor Insulet  (PODD US) has filed a lawsuit accusing EOFlow of the misappropriation of trade secrets, patent infringement, and trademark dilution.
Singapore-Based Flex (FLEX US) and three ex-employees of Insulet are also defendants. This does not bode well for the transaction. 


Insulet Accuses EOFlow Of Stealing Trade Secrets