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Basic view/strat on various stocks:
$OCUL - big weight, riding indefinitely.
$REPL - ditto. I believe in vision of OV's as backbone PD1 combo.
$FGEN - bullish on US regulatory outcome, bullish on China, bullish on rapid penetration in US DD, doubt I sell a share before 2023.
$OCUL - big weight, riding indefinitely.
$REPL - ditto. I believe in vision of OV's as backbone PD1 combo.
$FGEN - bullish on US regulatory outcome, bullish on China, bullish on rapid penetration in US DD, doubt I sell a share before 2023.
$MGEN - moderate weight, I know cobo works, is valuable, and eventually - who knows when! - they'll prove it.
$MYOV - big weight, hope to trim after prostate update.
$BBIO - Berkshire of bio, would be happy to buy and hold til scale inefficiencies wreck the biz model in 15 years.
$MYOV - big weight, hope to trim after prostate update.
$BBIO - Berkshire of bio, would be happy to buy and hold til scale inefficiencies wreck the biz model in 15 years.
$PIRS - so many ways for this to work big in next 18 months.
$MYOK - Need to own more. Vertex of CVD. Complete conviction in the platform, mgmt.
$RETA - love it long-term but need more clarity before I can buy it over MYOK/FGEN/BBIO types.
$MYOK - Need to own more. Vertex of CVD. Complete conviction in the platform, mgmt.
$RETA - love it long-term but need more clarity before I can buy it over MYOK/FGEN/BBIO types.
$APLS - hi conviction, clearly undervalued, but weight is squeezed by relative preference for FGEN/BBIO/MYOK.
$ATBPF - patiently holding small weight til more clarity
$RYTM - cheap even if only 4 lead variants work out; optimistic they'll fish hi prev variants from basket trial.
$ATBPF - patiently holding small weight til more clarity
$RYTM - cheap even if only 4 lead variants work out; optimistic they'll fish hi prev variants from basket trial.
$MGTA - smid weight, intend to buy and hold large weight when catalysts get closer. love the vision, tractable science, and opportunity.
$AKRO / $ETNB - trimmed a bit but FGF21 clearly the most effective target in NASH
$APTO - small weight, thinking about adding
$AKRO / $ETNB - trimmed a bit but FGF21 clearly the most effective target in NASH
$APTO - small weight, thinking about adding
$BTAI - small weight, uncomfortable w/ my ability to analyze commercial dynamics, but happy to piggyback on ppl who can
$CRBP - small weight, infatuated w/ MoA, ready to react to whatever data shows
$UROV - like BTAI
$ABUS - small weight, gonna let it ride
$CRBP - small weight, infatuated w/ MoA, ready to react to whatever data shows
$UROV - like BTAI
$ABUS - small weight, gonna let it ride
$EIDX - love it but most of my exposure is through BBIO; I like idea of holding BBIO forever in taxable accounts
$XENE - small weight, like BTAI, overwhelmed by analysis of commercial opps vs. many similar competitors
$BLU - small weight, like CRBP ready to move quick on new info
$XENE - small weight, like BTAI, overwhelmed by analysis of commercial opps vs. many similar competitors
$BLU - small weight, like CRBP ready to move quick on new info
$SPRO - small weight, unclear to me whether ph3 data is catalyst or if need to prove it commercially. i like mgmt/vision and could imagine as core position someday
$CBAY - mostly out. i think 7 years of patent life + Genfit caps upside despite total de-risking
$CBAY - mostly out. i think 7 years of patent life + Genfit caps upside despite total de-risking
$AXGT - seems more likely to work than valuation implies given apparent efficacy of first gen vector; no position but might place a bet before 4Q20 data.
$IVA - holding my french shares because not worth the friction to sell; clearly valuable NASH/T2D drug.
$IVA - holding my french shares because not worth the friction to sell; clearly valuable NASH/T2D drug.
