Biotech Values

[mcbio]

RARX -30% on additional phase-2 data in PNH

I'm still following this space but haven't taken the plunge in any names. Kind of lost interest in RARX as there have been these warts in the data. Any next-gen Soliris is obviously going to have to stack up well to ALXN's next-gen Soliris. I think APLS might be one of the more interesting names to watch in this space but shares already have some expectations baked in at what I think is close to a ~$1B fully-diluted market cap.