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Strategies & Market Trends : Value Investing

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To: Micah Lance who wrote (59825)4/25/2018 8:44:30 PM
From: Spekulatius  Read Replies (1) of 78794
 
Re APVO - I still own a few shares. Not and expert in biotech, but the company seems to execute quite well, with one product in the market (with very moderate revenues, but growth potential) and one promising Phase II cancer drug, as well as preclinical candidates. They do seem have the cash to last another 2 years without having to raise equity.

I am kind of out of depth with this investment, but I feel like continuing to roll the dice here. It’s only a roughly 0.25% position, so no big deal if it does not work out.
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