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Biotech / Medical : Biotech Valuation
CRSP 56.61-0.6%3:59 PM EST

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To: JamesK who wrote (51951)6/3/2022 9:39:15 PM
From: A.J. Mullen  Read Replies (1) of 52153
 
I sold half my ALNY in June of last year and wish I'd chosen one of several others). Being in revenue (not profit), it's lost less than many. It's now has 1.5 x standard weight in my portfolio. I'm unaware of BBIO's connection.

Immunic (IMUX) was holding up very well in the current environment given it is revenue-free. It dropped nearly 50% on announcing results in ulcerative colitis. I hold a small position and have not sold on the news, consoling myself that now their meagre cash need not be spread so far.

Ashley
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