AlphaSituations-Event/Catalyst Driven Research, AlphaSituations

Robert Sassoon

Robert Sassoon has been an equity analyst for more than twenty years focusing primarily on global special situations. Robert has worked in research for several large sell-side institutions, including Credit Suisse, Natwest Capital Markets and Societe Generale. During his career, he has achieved top 5 rankings in various analyst surveys, including the Extel and Greenwich surveys.

In 2017, Robert founded AlphaSituations, an idea-generating investment research service with the goal of delivering a unique portfolio of ideas to drive client growth and returns by uncovering compelling and highly profitable value propositions as well as lucrative shorter-term trading situations arising from select dislocating corporate restructuring events and catalysts. Currently, the main geographical focus of the research is North America. Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%.

In January 2022, AlphaSituations was contracted  by Water Tower Research,  an investor engagement and stakeholder communication platform to provide coverage of Special Situations.

AlphaSituations-Event/Catalyst Driven Research

AlphaSituations

Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%. In January 2022, AlphaSituations was contracted by Water Tower Research, an investor engagement and stakeholder communication platform to provide coverage of Special Situations

Event-Driven

<p>There are two potentially positive catalysts for <a href="https://www.smartkarma.com/entities/immunovant-inc" target="_blank" data-smartkarma-citation="entities:33093:1" rel="noopener">Immunovant Inc (IMVT US)</a> . One is news on the resumption of its clinical trials following a voluntary pause of dosing after the company had become aware of a physiological signal consisting of elevated total cholesterol and LDL levels in trials with respect tone of its indication targets.  The company is expected to provide a further update on its current and future indications and timelines in the coming weeks.</p><p>The other is the prospect of a buyout proposal for the minority holdings in IMVT by 58% shareholder Roivant Sciences. We are of the view that there it is more likely than not that Roivant will proceed with a buyout proposal for IMVT. The expected timeline is when the pending Roivant/Montes Archimedes Acquisition Corp (MAAC US)  merger is completed which is targeted for 3Q 2021. Based on what Roivant has been saying as well as precedent transactions, we would expect a buyout will come with a hefty premium in the 60%-80% range. This is a trade worth considering.</p>

There are two potentially positive catalysts for Immunovant Inc (IMVT US) . One is news on the resumption of its clinical trials following a voluntary pause of dosing after the company had become aware of a physiological signal consisting of elevated total cholesterol and LDL levels in trials with respect tone of its indication targets.  The company is expected to provide a further update on its current and future indications and timelines in the coming weeks.The other is the prospect of a buyout proposal for the minority holdings in IMVT by 58% shareholder Roivant Sciences. We are of the view that there it is more likely than not that Roivant will proceed with a buyout proposal for IMVT. The expected timeline is when the pending Roivant/Montes Archimedes Acquisition Corp (MAAC US)  merger is completed which is targeted for 3Q 2021. Based on what Roivant has been saying as well as precedent transactions, we would expect a buyout will come with a hefty premium in the 60%-80% range. This is a trade worth considering.

MergerTalk: Why Skepticism Over A Potential Immunovant Buyout May Offer A Lucrative Opportunity