I like your core holdings! That is good to see. Also nice to know you trimmed both KBIO & APPY so you did not lose a large portion of your investments. Thanks for sharing!
Message in reply to:
I had smaller positions in both but a loss is a loss. I was planning on getting out of KBIO before the news but thought the data release would be later in the month. As for APPY, I planned on holding through approval, thinking I would sell the short lived pop if it was successful. They had great phase 3 data and although they needed to provide more info, things seemed fine. I'm interested to see how the meeting goes with the FDA in a few weeks. I had made some good money trading APPY in the last year but were both lottery plays as most of my money is tied up in CPRX and IDRA.
Holdings in order by position:
CPRX
IDRA
ONCS
CUR
NVIV
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