Chantilly, with understanding of your post I disagree. I can appreciate your thoughts and you do make a compelling case however what struck me most
Most notably you state “is Amrn/V a once in a lifetime drug/investment?”
Yes, i say w unequivocal emphasis that it is indeed a paradigm shift. I don’t have the medical or scientific background to debate the conjecture of other applications of V but I find those on this board that detail their hypotheses for other applications of v to be fascinating
Could V be a dry eye otv solution available at any pharmacy 5-7 years down the last be? Quite possibly
That’s just one example and I know there’s multiple others
The debate here of Gia vs bo ultimately is the individual investors intrinsic motivation which causes one to lobby for bo or Gia
I personally would love Gia. I’m happy to wait another 8 years if need be but I keep coming back to baker and that’s why I believe a BO happens
When, that is another debate in its entirety. But I would love to have those w a firm grasp of Baker Bros. Weigh in
It looks their mo is invest in early stage bios then sell. I have not found any holdings where they maintain long term positions so I believe they are the biggest drivers behind JT when he says “we do have responsibilities to maximize shareholders value “
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