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Biotech / Medical : Immunomedics (IMMU) - moderated

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rodneyh07
From: audioWCAG2.13/7/2025 7:07:10 AM
1 Recommendation  Read Replies (1) of 63306
 
Good to see this board still going strong.

Top two biotech positions right now are SRPT and MGTX. Looks like some folks are already long SRPT, which is great. Strongly urge people to take a look at MGTX - potential valuation there is silly.

Away from biotech, AEYE is at attractive levels (<3.5x ARR).

Moo.
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