Congrats to Thomas for further pointing out this birds nest on the ground (referring to SGEN's presentation and slides; I was impressed) when it was priced in the upper $6's and low $7's. David Miller has also been supporting this company for a while. Unfortunately I only picked up a small position before the big move. I am increasing my IDIX position a bit more on attractive pricing this week and Dew and dewophile's thougths regarding the VRTX quarterly call.
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