Biotech Values

[oc631]

He gives his rationale for changing his prediction, followed by a more detailed discussion:

He made no claims that he could correctly guess the make-up of the panel for his first prediction. Basically it was just an exercise leading up to his current prediction with briefing documents and panel member's names in hand.

Enjoy this guys work while you can if you follow the space. Research like that usually comes with a very high price tag for institutional investors. I'm sure he's picking up on this idea.