Biotech Values

[mcbio]

Risky, CELG and ONXX are safer bets going forward.

CELG and ONXX are also many magnitudes higher in market cap. Always a risk-reward tradeoff. I personally like GERN risk-reward here given what is still a relatively small market cap, solid financial position, and, most importantly, what seems to be clear PoC, albeit early. Also like the fact that this is an entirely different MoA from the JAK2s and could presumably work in patients for whom JAK2s have failed or in combo with JAK2s.