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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (11971)	12/21/2018 3:43:50 PM
From: JamesK	Read Replies (3) \| Respond to of 12215

MDGL popped over 300. It's cheaper now than before the news came out. VKTX had a similar decline. MDGL has close to $500 milllion in cash. How would you like to have bought that at 300? That was brave.

To: scaram(o)uche who wrote (11971)	12/21/2018 5:11:38 PM
From: tuck	Read Replies (1) \| Respond to of 12215

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