Biotech Values

[biomaven0]

I think today was a bargain day for any long-term biotech buyers.

I'm assuming the Visium HF collapse has had quite a lot to do with recent sector weakness. For example they held 2.3 million shares in FGEN - next report I bet we see that as close to zero.

Definitely think PRTK has good risk reward here - decent chance someone buys them.

The ability to seamlessly switch from IV to oral is significant.

Peter