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Biotech / Medical : momo-T/FIF

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To: Biotech Jim who wrote (11473)	2/2/2018 7:59:23 PM
From: Miljenko Zuanic	Read Replies (2) of 12215

RE: VKTX Well, based on today new secondary (after one at 2.5) at 5.0....one can speculate two options: 1. Potential partner was very skittish in financial commitment for any program, or 2. There was no partner at all! So, they may need to do decent size P2b (with decent dosing duration), before they can convince anyone that candidates are for real. Buy this they may generate mach bigger deal, still there is option that there would be no deal. I took liberty, and reduced my holding by ~1/4 (capturing almost my full initial bet). Rest is in God hand.

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