Replies to post #212499 on Biotech Values

[Whalatane]

CTMX and CCXI ....bladerunner ...Don't follow CTMX but would note ( as others have ) MRSN looks to be a competitor and may have a better program . Re CCXI ....have not owned it for some time . I'm more interested in OMER and FGEN in the Renal space .
The whole biotech space is extremely competitive .....theres no prize for second place , so I focus more on those C0's that have fast track status and are likely to be granted breakthrough status .
JMO
Kiwi