Biotech Values

[mcbio]

Agree. It was a great opportunity today to add FGEN or start a position.

I gave serious consideration to at least taking some FGEN shares off the table as it's been my largest holding for a while now. But, I decided to continue to hold in full as I want to at least wait to see if FGEN can land a nice partner (again, my gut would be Roche if it were to happen). We'll see if that decision comes back to bite me. ; ) FGEN is now about 30% of my biofolio (has helped make up for several dogs).