Part 7/9:
The discussion continued with a look at other prominent investors. Jeff Smith’s acquisition of nearly 10% of Depomed caught their attention, as did Steven Cohen's recent stake in the company. The hosts emphasized the need to research these additional investment ideas while being wary of differing strategies among major investors.
Similarly, Israel Englander’s interest in Flexion—a company developing an innovative osteoarthritis drug—was discussed. Although the drug was in FDA approval stages, its potential could lead to a breakthrough in treating knee pain, which many sufferers face today.