Yet Another Value Podcast
Yet Another Value's special situation: Sage Therapeutics $SAGE
Feb 20, 2025
Dive into the intriguing world of Sage Therapeutics, a biopharmaceutical firm revolutionizing brain health solutions. The discussion navigates the clash between active and passive investing strategies, emphasizing the importance of shareholder engagement. Unpack the drama behind Sage's rejection of Biogen's merger offer and explore the dynamics of corporate governance in the company. The spotlight shines on Zerzube, a promising drug for postpartum depression, showcasing the hidden gems within Sage's portfolio.
36:34
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Quick takeaways
- Active shareholder engagement is crucial for safeguarding long-term value in companies like Sage Therapeutics amidst passive investing trends.
- Sage Therapeutics' potential acquisition by Biogen highlights the importance of shareholder communication regarding cash management and future strategies.
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