Q: Could you please compare and contrast CPH and VHI? Looking for key differences or attributes. Is one better than the other, or if starting a new position, would you just allocate funds 50/50?
5i Research Answer:
These are two very different companies. CPH is a specialty pharmaceutical company focused on developing and commercializing products primarily focused on dermatology and other niche therapeutic areas. VHI develops mission-critical technology solutions for Health and Human Services providers. Both are small and somewhat speculative while VHI only recently achieved profitability. While we cannot give specialized recommendations we would be comfortable starting a position in either, with favour to VHI. We think that VHI has a longer runway for sustainable growth compared to CPH.