OK, we've got a list.
Now we need some comments about the issues on it.
AFMD..... huge overhang from Tschira brothers still out there, my guess. They had dropped under 10% ownership, last report. FDA says (of course, we never know this for sure) that company has a chance to make next AFM13 trial a pivotal test. AFM11 trials still halted, and FDA personnel may be furloughed, for all I know. Lotsa biobucks, and, IMO, some will be low hanging fruit. First expected biobucks, later part of '19.
Love the preclinical program, AFM13 loading of adoptive T cells. R&D Day presentation well worth a listen.
affimed.com
Subject to plenty of tax selling, but feel that major shareholders continue to dump. So I'm not expecting a new year's rebound without news. Have continued to add to position, and now have a chunky chunk. Basis down to 3.08. |
