Biotech Values

[mcbio]

Re: IDIX

Alright Dew, I have owned MNTA for awhile now, and, though it took some time, I can now say I own that other biotech of yours: IDIX. I took the plunge today making it a small portion of my biofolio. I like the risk/reward here too much. As you have noted before, there should be plenty of newsflow throughout the year and, if positive, we should have some room to run.

I know that IDIX and MNTA are the only biotechs, or at least small-cap biotechs, that you own so I'm just curious if you were to add a third small-cap biotech, who would it be and why?