MYOK, LOXO, BPMC, MRKR, PRTK, ZGNX, RVNC, NERV, URGN. I know little about any of these, and almost nothing about the last four. But I have positions in some and am watching the others. All I think have decent prospects & have been beaten with the same stick, while some that I think are crap ought to have been beaten harder, such as RETA, and MRTX, especially MRTX.
But what biotech did I actually buy recently? FGEN. I can't understand the bear case. My research suggests a bad MACE outcomes is not likely. I would also expect a faster launch than say, PRTK.
Cheers, Tuck |
