Biotech Values

[rkrw]

I also missed the boat on myog. The time to buy was when they did a big secondary early this year, I think it was around $6 or so. Obviously the new investors were a lot smarter than the market. Not that there weren't plenty of chances to buy thereafter. I think myog is now a prime takeout candidate.

I think the ency drop is probably warranted. If the myog data holds up, I'd have to think at the end of the day ency will be the #3 drug, crowded market, not the place you want to be.