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Re: jbog post# 255295

Thursday, 05/15/2025 12:12:11 PM

Thursday, May 15, 2025 12:12:11 PM

Post# of 257648

I'm done putting any more capital into the Pharma, Bio sectors. They're turning into a dumpster fire.

Tomorrow the Brains (or lack of) in Washington are going to demand that Drugs in USA will not cost anymore than what is charged the cheapest nation worldwide. Good luck with that.



Thanks for showing me you are more pessimistic than I am. I was getting worried that I was the leading pessimist. If it weren't for the person in the White House, I would have upped my biotech/pharma investments and stock investments in general. Obviously there is more risk but when it hits, it is delicious. Biotech/pharma can juice your returns in a way other stocks can't, my RGLS and EXEL holdings show the positive with EXEL up 20% yesterday and over 3% up today, whereas my ENTA and VKTX holding show the negative. I do want to increase my holdings of ENTA and VKTX to at least restore what I sold. I am trying to be more cautious and judicious as I see what plays out over the next few months. Best of luck to you.

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