Replies to post #228301 on Biotech Values

[jbog]

Blade,

I've never followed it but at a quick glance it seems like their plate is overflowing with many drugs, probably way too many drugs for a company with its resources.

[Whalatane]

Blade are U still in CCXI . They had a great presentation at JPM 20 . My favorite CKD biotech.
Have you looked at FREQ they also presented ...I have a small position and really like what they are doing .
RAPT was also a surprise ...JPM20 for the webcast
Kiwi

[dewophile]

Their lead drug doesn’t seem to stand a chance against the ADC from DS/AZN
I can’t speak to the rest of the pipeline.