Replies to post #235519 on Biotech Values

[dewophile]

RVNC
disappointing but not altogether surprising given the pandemic. The company does have a high burn now w a sales force in place for the filler so the timing does sting. OTOH it would be more difficult to launch during peak pandemic expected Q1 2021 so hopefully they can hit the ground running w a more accelerated launch plan if they get approval one quarter later than expected

PS: interesting to look back on this thread that started in March. Seems like a lifetime ago. I traded all those names, and now only hold GSK, KPTI and RVNC - all relatively small positions. I can understand GSK not getting much mention on this board - may be too boring a play for the bio crowd here - but KPTI is interesting IMO and worth a flier