Biotech Values

[biomaven0]

What other Biotech companies are you high on ?

ho

I'm afraid I'm not in a position to comment publicly on most biotechs I hold.

I still hold a bunch of INCY (from much lower levels) but it's no longer cheap. But long term I still think they will do well or be munched. VVUS seems like a good risk reward to me at these levels given it's likely the only one left standing in the space.

Peter