I made more money on LGND than I did on VRUS, rolling profits over. Pharmasset was stolen from the crib at an early age....lol.
Things are well, I do my best to follow all the posts on here and bio-twitter each day. I'm no longer pursuing new ideas at current valuations. I've vicariously admired your (and Roy's) success over the last year (wish I stayed in the game longer).
I see a bubble in this exciting age of pharma development we live in (who's going to pay for it all?). I'm bearish on the market in general. Don't forget to look out the window sometime, tear yourself away from that exciting due diligence, and digest this insane, geopolitical world we live in.
Ascribe greater value to things you don't have to worry about
