Biotech Values

[DewDiligence]

(CMRX/GENR)—Astute call on CMRX's Ebola program. Those kinds of nuances are what make listening to webcasts a required task for serious biotech investors. I got out of GENR about 10 years ago (before the crash) based on a webcast that suggested something was amiss with the Squalamine dosing in wet AMD (#msg-4420204, #msg-4454949).

Inasmuch as GENR was my largest holding at the time (and was the main topic of this message board), my decision to sell based on a subtle hint of trouble surprised a lot of people.

Curiously, Squalamine (now formulated as an eye drop) is still being studied by OHRP.