Biotech Values

[ghmm]

I still don't own a (Pure) GT play I am actually starting to like the field more as a few things are starting to happen (probably in this order):
1-Safety is proven out
2-Valuations are more realistic
3-Expectations are coming down to earth

Is it a particular iteration that cannot be dosed more than once or is the problem bigger than that? The idea of yearly (or some other longer interval) treatment is actually a better business model and has less hurdles than once and done .

I still prefer indications that have little/poor other treatment options and ones that the potential to greatly increase/improve life expectancy/quality so the risk tolerance may be higher.