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Re: linhdtu post# 159160

Wednesday, 11/14/2018 2:02:39 PM

Wednesday, November 14, 2018 2:02:39 PM

Post# of 448127
Linhdtu:

Big owners like BBs don't or can't sell out their big stake without crashing the price. They only get out through BO which in this case I suspect is their original intent anyway



Well everyone here and outside will say AMRN stock crashed since AHA!

Generally speaking from observing The Baker Brothers for ten years that may be true of their top say 15 holdings.

BUT that has not be true universally: one key example being that of today’s downgraded by JPMorgan today of North4000 holding of Sangamo which was mentioned by JL all in the context of The Baker Bros. A reading of that report will clearly make it problematic how good is Sangamo’s genetic zinc technology vs their competition such as one of Sangamo’s key competitors not surprisingly is BioMarin which happens to be among The Baker Brothers top five holdings!!

So would you trust your reading or others versus the TItan track record of The Baker Brothers??

https://www.marketwatch.com/story/sangamo-stock-drops-after-jp-morgan-downgrade-2018-11-14

Although I bought OMER way before The Baker Brothers I should have pared down my holdings when they did.

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