My main point though is that I'm not investing in a portfolio of all oncology drugs under development - indeed I'd be happy to short the entire basket if I could as a pair trade against my longs. Rather I've picked a few that I think will be successful - ARIA, PCYC and MDVN as my substantial picks, with very much smaller positions in a handful of smaller oncology companies that I think have a differentiated drug.
Well said. Your comments mesh fairly well with my thoughts on the subject (#msg-76261972 ). All told, I'm not going to abandon ship on my oncology-related holdings based on this article.
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