activistcompany
Soleus Capital Urges ESSA Pharma (EPIX) to Liquidate and Return Cash to Shareholders
Key Summary: On April 15, 2025, Soleus Capital (5.1%) urged ESSA Pharma to wind down operations and return cash
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Our flagship: the Idea Generation Report. Each month, we spotlight 10–15 companies with compelling change narratives, found through rigorous, qualitative work.
We also summarize key developments such as shareholder activism, divestments, exploration of strategic alternatives, notable fund letters, and significant management changes.
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activistcompany
Ocho Publishes Presentation to the Board of Digimarc Corp (DMRC)
Key Summary: On April 14, 2025, Ocho Investments (5.2%) urged Digimarc’s Board to replace the CEO, citing poor
activistcompany
Palogic Value Fund Urges OpenLending (LPRO) to Explore Strategic Alternatives
Key Summary: On April 14, 2025, Palogic Value Fund (5.8%) expressed concerns about OpenLending’s executive turnover, limited market
activistcompany
Starboard nominated Peter A. Feld to the Board of Qorvo, Inc (QRVO)
Key Summary: On April 14, 2025, Starboard nominated Peter A. Feld to the Board.
Market Cap: $5.5 billion | Qorvo,
activistcompany
Daniel J. Mangless nominated Board candidates to Zevra Therapeutics (ZVRA)
Key Summary: Daniel J. Mangless, who successfully elected three nominees to the Board at the 2023 AGM, filed proxy materials
activistcompany
H Partners Launches Withhold Campaign Against Harley-Davidson (HOG) Board
Key Summary: H Partners Management disclosed an 8% stake in Harley-Davidson in December 2021, raising concerns about executive compensation, governance,
activistcompany
Meruelo Offers Board Role After Discussing Debt Plans with Bausch Health Companies (BHC)
Key Summary: On March 31, 2025, Mr. Meruelo (9.99%) discussed debt refinancing and future plans with CEO Thomas Appio