Royalty Pharma: Busy Putting Capital To Work

Solskin Introduction Since I last covered Royalty Pharma (NASDAQ:RPRX) back in January last year, the company has been an underperformer returning a -10% return while the market has gone in the opposite direction proportionally. At the time, my investment thesis was based upon three main points: 1. Royalty Pharma has a track record of compounding value. 2. The company has a durable competitive advantage in the biopharma royalty space. 3. The future outlook for the company's growth is looking better driven b ...