Sort of relying on Harry Tracy (Neuroinvest), Biotech Jim, Miljenko, etc. to lead the future way. I'm a neuro-ignorant guy who sniffs out neuro winners. My first real overweight, then-peanuts-in-perspective-but-didn't-seem-like-it, was Sibia. And Acadia seems Sibia-like to me, but way advanced relative to anything that Sibia ever achieved.
Optimistic?
1. I like the fashion in which the company communicates, and the size of the markets that they are aggressively addressing. I do not understand this stuff, and "optimistic" is too strong.
2. For a few years, I've focused on position trades rather than identification of the best long-term, commercial strategies. Seems like those who have taken the opposite track..... ELN, MOGN, GILD, SEPR, etc...... have made easier money. |
