Snowball Research
Snowball Research
Designer and creator.
⌘K
Subscribe Sign in
paid-only post activistcompany

Logos Global Urges Strategic Reset and Cash Return at Arvinas, Inc. (ARVN)

Key Summary: On June 10, 2025, Logos Global Management (6.4%) urged a strategic reset, calling for a shareholder distribution, leaner operations, a halt to early-stage investments, and partnership-led development of the lead asset.
This post is for paying subscribers only

Subscribe to continue reading


More like this

BML Capital Opposes Ikena (IKNA) -Inmagene Merger, Urges Winddown and Cash Return

Key Summary: On June 16, 2025, BML Capital (8.4%) opposed Ikena’s merger with Inmagene, calling Inmagene overvalued and

The Irrevocable Trust for Raymond Ni withdrew director nomination at HF Foods Group (HFFG)

Key Summary: In May 2023, The Irrevocable Trust for Raymond Ni (11.2%) filed proxy materials nominating five directors but

Inherent Credit Opportunities Master submitted an indicative proposal outlining a potential restructuring to Cazoo Group Ltd (CZOO)

Key Summary: Between March and May 2023, Viking Global Investors, Farallon funds, and later D1 Capital Partners, Inherent Credit Opportunities

loanDepot (LDI) announces settlement and cooperation agreement with Anthony Hsieh

Key Summary: Between February and April 2023, Anthony Hsieh, founder and 68.9% voting stockholder of loanDepot, nominated Steve Ozonian

RC Ventures reaches agreement with Gamestop Corp (GME)

Key Summary: RC Ventures, Scion Asset Management, and Hestia Capital/Permit Capital actively engaged with GameStop to drive shareholder value

BBRC International Pushes for Leadership Change at Victoria’s Secret (VSCO)

Key Summary: On June 9, 2025, BBRC International (12.9%) urged Victoria’s Secret to address value destruction, citing a