Biotech Values

[willyw]

Dew, great to see your thinking on these.
I opened a small Pardes holding today since it was a covid related stock (as are ENTA and PFE) and there was a more attractive buy in point today.
It's a hedge, but also a means of forcing myself to better track ENTA competition.

I note that PRDS already have a follow on pre-clinical covid drug.
It seems a positive that PRDS is ahead of ENTA in covid trials-
- yet it seems positive for ENTA that PARDES already is in the works to improve upon their PI.