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Investing Experts

Arbutus, Burford Capital, and Cadiz with Chris DeMuth Jr.

Jan 30, 2025
Chris DeMuth Jr., an insightful analyst and author from Sifting the World, discusses the intriguing investment potential in biotech and litigation funding. He highlights the promising outlook for Arbutus Biopharma, emphasizing the stock's potential boost from ongoing legal battles. DeMuth also shares why Burford Capital is more than just a litigation powerhouse. Additionally, he presents Cadiz as his top investment pick, addressing the pressing need for innovative water management solutions in California's challenging infrastructure landscape.
28:56

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Arbutus Biopharma's litigation prospects against big pharmaceutical companies underscore the potential for massive revenue from COVID-19 technology royalties.
  • Burford Capital’s effective litigation funding strategy positions it to benefit significantly from the resolution of claims against the Argentine government.

Deep dives

Litigation Potential in Biotech

The podcast delves into the significant litigation prospects tied to early-stage biotech firms, particularly focusing on Arbutus Biopharma Corporation, valued at approximately $600 million. The host emphasizes that potential legal victories against pharmaceutical giants like Pfizer and Moderna could yield substantial revenue streams from royalties related to COVID-19 vaccine technologies. This scenario draws a parallel to the company's interconnection with Genavant and highlights the unpredictable nature of current valuations amidst forthcoming lawsuits. The strategic implications of these legal battles suggest that even without immediate results, the market could valuate the company multiple times its current cap if favorable outcomes are realized.

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