They aim to buy such firms when they trade at modest discounts to their estimates of fair value, focusing on their 20-40 best ideas and letting bottom-up stock selection guide portfolio construction.
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Amivantamab with carboplatin and pemetrexed for untreated EGFR exon 20 insertion mutation-positive advanced non-small-cell lung cancer [ID5110] Draft guidance Technology appraisal guidance 27 March ...