Laughing Water Capital on X
ANAB could sell its royalty stream if it loses, preserving future cash flows despite a stock decline. The board added RPRX’s former CFO four months earlier.
NASDAQ
Royalty Pharma plc
RPRX
1 article
$35B Market cap · 2026-08-20
Investor Letters
Letters that discuss RPRX.
- Patient Capital Management 1Q26 Portfolio Activity & Attribution 1Q26 -6.0% ADBE $110BCHYM $12BET $73BIBIT $173B
- Patient Capital Management 2Q26 Portfolio Activity & Attribution 2Q26 +17.3% ADBE $110BADYEN $39BCVS $120BFBTC
- Patient Capital Management 4Q25 Portfolio Activity and Attribution fourth quarter of 2025 +6.0% BIIB $33BCHYM $12BCOIN $45BFBTC
- Patient Capital Management 3Q25 Portfolio Recap 3Q25 +14.1% PGEN $2.6BUNH $350BBIIB $33BCROX $5.9B
