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

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 urging a winddown of Ikena and return of cash to shareholders.
This post is for paying subscribers only

Subscribe to continue reading


More like this

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,

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