Biotech Values

[xavierprivas]

IMO BLCM mgmt kept delaying BPX-501 app with FDA so it is dead money to
the market.

With AFMD their lead drug AFM-13 is in p1b after almost 2 years without much progress. Dead money too.

FWIW the dogs in my portfolio are AFMD, GNMX, KPTI. BLCM is a marginal dog
as my basis is around $10 but I probably get rid of it soon. If EHA in
Cairo Sept 14 has no progress update from BLCM then I will sell.