Have positions in the following biotechs in one or more of the institutional, personal, and family accounts I manage: ENTA (largest position), MON, AGN, ABT, MNTA, MRK, SYT, FMI, BMY, ZMH. Some of these (e.g. AGN, BMY, ZMH) are longstanding holdings with a very low cost basis that are difficult to justify selling for tax reasons.
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”