GRFS - Portfolio Manager Diary: Contrast The Information Obtained By The Company Management Before Investing
- Good prospects for the global immunoglobulin business.
- Koru Medical's strategic plan is to reach $ 50M in sales by 2022, a gross margin of 70%, and organic and annual sales growth of + 20%.
- I understood that the Koru Medical investment thesis could be valid in the US as long as the current health system continues but maybe not in Europe.
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Portfolio Manager Diary: Contrast The Information Obtained By The Company Management Before Investing