Hello WOW,
How are you doing? Are you still in SRNE?
I began buying SRNE in 2016 and as you say - not for the COVID. They have, however, plowed many, many resources in the COVID and have struck out each time. This is an opportunity cost of assets. Is this a concern of yours? I am constantly hearing, "...hurry up and wait..." then nothing - even the litigation is a wait see. Meanwhile nothing less 1 drug is generating income?
I am a bit afraid is what I am saying. Nothing seems to pan out. Yes, understand the nature of BIO but a blind squirrel as they say...
I began buying at same time as VCEL in $6-7 range, putting much more find in to SRNE since they had a more promising pipeline - at least I thought so at that point.
SO - My question to you WOW -
Is your confidence shaken?
Buying in the sub $6 range again?
Holding what you have?
LASTLY -
WOW - your NIO has run! Nice selection on your part.
Anything else on your radar?
Thx for your insight and any feedback you can pass on.
~ Signed, Andecker.
