In today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on Sage Therapeutics, Inc. (NASDAQ: SAGE), a biopharmaceutical company committed to pioneering solutions to deliver life-changing brain health medicines, so every person can thrive.
For more information and to subscribe to the Yet Another Value Substack, please visit: https://www.yetanothervalueblog.com/
Disclosure: long SAGE
Chapters:
[0:00] Episode sponsor: Alphasense
[3:21] Introduction - passive vs. active investing
[7:32] Overview of $SAGE and why its interesting to Andrew: passive owners in the company, shareholder engagement
[13:40] Biogen offer (rejected by Sage) - what happened
[17:34] Expert call with OBGYN (thank you, Alphasense!)
[21:38] Board needs to weigh opportunity cost of cash burn and options
[25:49] Shareholder engagement and IRWD cautionary tale / SAGE board and management compensation
[30:54] Biogen / Sage merger - why it makes sense and final thoughts
Today's sponsor: Alphasense
If you’re unfamiliar with AlphaSense, it’s a market intelligence platform with the world’s premier library of proprietary expert insight. For years now, I’ve used Tegus for their expert call transcript library, and with AlphaSense’s acquisition, the depth and breadth of market research content available has expanded significantly.
Why I chose AlphaSense?
Unparalleled expert insights—access 150,000+ proprietary expert transcripts, growing by 6,000 per month, covering 24,000+ public and private companies.
Comprehensive market intelligence—search 450M+ documents, including company filings, analyst research, expert interviews, and more, all connected for deeper analysis.AI-powered research at scale—complete qualitative research 5-10x faster with advanced generative AI, delivering instant, high-confidence insights.
Start your free trial now at: https://www.alpha-sense.com/yavp/
