Biotech Values

[DewDiligence]

In the portfolios I manage, there are large positions in RVNC and ENTA, medium-sized positions in MNTA, and a small position in ADXS. I recently sold OCRX at a loss (but I might get back in at some point).

Using a broad definition of biotech, these portfolios also include sizable positions in BMY, ABT, ZBH, DHR, and MON (which is now effectively a cash asset). One family account has a legacy position in PFE with a cost basis too low to sell.