Biotech Values

[dewophile]

What makes me nervous is how much is now riding on the covid drug (now that hep B is on slower track and no one really seems to care about the RSV drug or NASH any more)
Personally I am long, but not w a huge position as I view ENTA now as a higher risk/reward stock based on covid (although having the HCV revenue stream remains a nice buffer and floor on the stock price)
My largest position among small bios right now is MYOV FWIW - I think the endometriosis opportunity is underappreciated - it should do much better than Orlissa