Replies to post #39947 on Biotech Values

[daved]

Re 10% exit. rfj has discipline. I still don't. As we speak I'm catching the falling knife that is CAMH.

I also don't diversify much at all. I suspect many of us feel as I do. Those rules are for others.

Bio, the 40% drops you suggest are frequent usually follow binary events. BSR David had some relevant advice on those times.

Regards,

Dave