Clovis Oncology: Crisis Creates Opportunity
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More from J Kyle Bass
J Kyle Bass, Hayman Capital Management, L.P.
To date, the Patent Trial and Appeal Board has reached a final decision in eight instituted inter partes review (IPR) challenges, including seven IPRs filed by the Coalition for Affordable Drugs and one IPR filed by Erich Spangenberg and me ...
Nov 09, 2016
J Kyle Bass, Hayman Capital Management, L.P.
Over the past decade, we have worked diligently to identify anomalies in financial systems, governments, and companies around the world. We have been vigorously studying China over the last year, with the view that the rapid credit expansion in the ...
May 25, 2016
J Kyle Bass, Hayman Capital Management, L.P.
The letter below and additional research can be found at udfexposed.com Dear Reader: At Hayman Capital, we attempt to identify market inefficiencies and invest around opportunities created by those inefficiencies. Last year, we took a short position ...
Feb 06, 2016
J Kyle Bass, Hayman Capital Management, L.P.
Earlier today, Coalition for Affordable Drugs VII LLC (“CFAD”) filed a request for Inter Partes Review of U.S. Patent No. 6,926,907 listed in the Food and Drug Administration’s Orange Book for the drug Vimovo, which is owned by Horizon Pharma plc ...
May 22, 2015
J Kyle Bass, Hayman Capital Management, L.P.
Apr 23, 2015
J Kyle Bass, Hayman Capital Management, L.P.
During my recent trip to the World Economic Forum in Davos, Switzerland, I sat down to speak with a panel of CNBC commentators to discuss a number of topics. You can watch the videos below. The effects of falling oil, its impact on the timing of a ...
Jan 28, 2015
J Kyle Bass, Hayman Capital Management, L.P.
I sat down to speak with CNBC’s David Faber during Hayman's annual Barefoot Economic Summit 2 weeks ago. Among a number of topics, I shared with David Hayman’s expectations of significant volatility in foreign exchange markets as a result of changes ...
Nov 13, 2014
J Kyle Bass, Hayman Capital Management, L.P.
Hayman believes that Nationstar ( $NSM ) offers a compelling investment opportunity as misinformation has created a divergence between perception and reality. It has been clearly demonstrated over the last several years that non-bank servicers, such ...
Mar 14, 2014
J Kyle Bass, Hayman Capital Management, L.P.
Detroit is Back. And GM could lead the way forward on the equity front. It trades at a significant discount to its peer group – and we expect it to be re-rated to trade closer to the average of the peer group in the next few months. I think GM stock ...
Dec 06, 2013
J Kyle Bass, Hayman Capital Management, L.P.
After traveling through Japan for the past couple of weeks and with their economic experiment at the forefront of the financial press, it is an appropriate time to give an update on Hayman’s current thoughts regarding the island nation. My travels ...
Jun 12, 2013
