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I've written on Horizon Discovery #HZD before. I think this company may soon turn the corner into real operating leverage, then profitability.

Shares are dragging along the bottom and it's somewhere between 3-4x sales. If I'm right, this could be very cheap later on.

Thread:
Briefly the story so far.

#HZD is a life sciences company. Here is how they describe themselves:

"Global leader in the application of gene editing and gene modulation technologies"

These things sell expensive and they rebuffed a bid from Abcam in 2018.

Woodford had a stake in #HZD.

He's now gone. His holding - and more - was picked up by Valueact, who just got Merlin Ent's in the UK sold into the Lego family.

Valueact have repeatedly raised their holding, so it's not just me that sees something here.

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