Replies to post #203504 on Biotech Values

[apljack]

I prefer to invest in biotechs where there is no significant risk that the mechanism-of-action doesn't work.

With this in mind, you might want to drill down some on NVIV. Their first product is neuro-scaffolding that apparently works quite well and is simply the first step and foundation for what might be a whole new paradigm in SCI treatment that might include insertion of stem cells and/or olfactory sheathing cells autologously harvested from the patients to increase the likelihood of new cell generation.

More on Olfactory ensheathing cells can be found in the following NYer article:

http://www.newyorker.com/magazine/2016/01/25/one-small-step-annals-of-medicine-d-t-max

[DewDiligence]

In biotech, sexy ^= profitable:

Gene Therapy & Gene Editing sexy bubble deflation$SLDB -85%$SGMO -73%$AAVL -95%$AGTC -90%$SIGHT -80%$AVRO -72%$ABEO -70%$VYGR -67%$ADVM -63%$ONCE -50%$BOLD -50%$RGNX -50%$NITE -50%$CLLS -65%$NTLA -65%$CRSP -60%$EDIT -56%
(from peak/recent high)

— Andy Biotech (@AndyBiotech) February 7, 2019