Biotech Values

[rfj1862]

warning - this board is going to turn into the FGEN board when the MACE data comes out mid year, the ENTA board at AASLD if there is data, and so on
Aside from the popular names here I own some mid sized cancer stocks like ARRY but no one seems to want to talk about it (they have an important read out in June by the way)
I always enjoy your posts so feel free to add to the mix!

I guess I'm just trying really hard to see anything in RVNC that makes it a compelling investment. I do not think the company is good or bad, but launching a Botox equivalent is definitively not exciting enough to warrant the number of posts on the company.

Much more interested in NASH (VKTX) and the cellular therapy space (CAR-T/multiTAA). Particularly MRKR, which appears to me to be massively underappreciated given the strength of their results in hematologic malignancies, and the fact that their pancreatic cancer trial has continued enrollment, which suggests that they are seeing an efficacy signal. If that's the case it would be one of the most remarkable things in solid tumors in a decade. From a $350M company!

And yes, I'm also interested in AMRN because I find it fascinating that this company isn't at least double where it is now given the strength of their results and the vast size of their market--I don't think any smallish company has been in an equivalent position ever?