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Biotech / Medical : Biotech Valuation

CRSP 55.11

-2.6%

Nov 7 9:30 AM EST

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To: Biomaven who wrote (50656)	1/12/2019 8:08:41 PM
From: tuck	Read Replies (1) of 52153

So I double checked with their January 2019 corporate presentation, which is the latest public statement they've made that I'm aware of, and it says MACE data in the first half of this year. That's a couple of weeks beyond June expiration. I see the DMD data is expected this quarter. I haven't researched the DMD aspect yet, and I guess I should, to shape my strategy (I have a fair sized core position I don't expect to sell). To hedge or not to hedge during this time frame? Having gone over the MACE issue with you - thanks again for your feedback - I want to be long for that. Cheers, Tuck

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