Biotech Values

[BTH]

Regardless, small cap oncology companies have performed horribly the past month.

It is frustrating watching CLDX trade for ~$275-300 million marketcap - because, I really believe this company has one of the most impressive potential pipelines out there right now. Think about the programs this company has, of which 2 are late stage and represent big opportunities - and then think about some complete junk in biotech which is trading at comparable, if not much higher, market caps. Frustrating.

JQ, re your comment about Marucci. Understood. I just hope he knows how to juggle business development of 4-5 programs all at once.