I'm still following this space but haven't taken the plunge in any names. Kind of lost interest in RARX as there have been these warts in the data. Any next-gen Soliris is obviously going to have to stack up well to ALXN's next-gen Soliris. I think APLS might be one of the more interesting names to watch in this space but shares already have some expectations baked in at what I think is close to a ~$1B fully-diluted market cap.
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