During the recent sell-off, I’ve added shares of MNTA and WFM (not a biotech). My largest drug/biotech positions are ENTA, ABT, MON, MNTA, and EGRX. My largest positions overall are ENTA, PCL, ABT, MON, and WFM.
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”