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Re: thermo post# 461

Saturday, 03/19/2022 5:57:02 PM

Saturday, March 19, 2022 5:57:02 PM

Post# of 1043
A follow-up to my prior comment.

I'm not a cheerleader for my investments. I will be honest with people about both the promise and the peril. So, if anyone took my last comment as unduly negative, I want to be clear. OTLK is one of my favorite longs.

The pricing risk in wAMD is nothing new. I considered it when I first established my position at $1 and I don't think the pricing risk is evolving differently than I first expected.

My target is still $10. If I believed what management is telling me about their hopes/expectations my target would be higher.
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