Somewhere around here, you asked if I still had my bone pile shares in some company.
Without searching, I'm pretty sure I was referring to Corbus. I think you last said you were holding 10% of your original position in that one, about two months ago. I was wondering what you thought of that moonshot now that some more equivocally positive data is in.
I'm also trying to focus more in biotech. I hold positions in FGEN, TRIL, CARA, MNTA, MGNX, and JUNO - the last two added today. I've been in and out of ADXS a lot (currently out, but would reload under $7.90, which is getting close) for modest gains. I watch some others with less intensity, for possible summer shopping: XNCR, BLCM, BPMC, PIRS, RXDX (tried for a position, but was afraid to get in in front of pricing of secondary, as that nearly burned me with CARA), for example.
Speaking of which, CARA's become my second largest position, and it's been quite a fade on a total lack of news. Makes me wonder what folks are afraid of that they weren't a month ago. Way below the secondary pricing now.
Cheers, Tuck |
