GreenWood Investors LLC on Genus plc
Thesis
GreenWood identifies Genus's PRP gene-edit program as a potentially game-changing catalyst for the company. The fund believes the market is under-weighting the timing and magnitude of the transformations occurring across several portfolio holdings, including Genus. GreenWood also highlights the company's conservative balance sheet and what it views as extremely high upside leverage to initiatives that improve the quality, mix and drivers of the business.
“Genus with its PRP gene-edit game-changer”