I don’t know about ARWR. I keep my focus pretty limited, but what years of having coming out somewhat better than I would have done with mutual funds and dollar cost averaging I think I have an idea of what to target. Of course, that could all blow up in my face so there’s my disclaimer.
The keys seem to be good-great tech, good-great demand, and great management. HAVE to have great management. LWLG has all three.
My first success in biotech was MEDI. It had two out of three: great tech, huge demand, and then there was David Mott who blew it with Flumist. Lucky for me I cashed out and bought low enough to make some money. But it got me hooked on biotech for better or for worse.
Today I see similarities between LWLG and CORT. Both have geniuses as CEO’s. Certifiable geniuses with integrity. A pretty rare combination. Both have pioneering tech. Both have honest CEO’s that respect investors. They don’t line their pockets as they sell out investors like Mitch Gold did with DNDN and Stan Erck has done with NVAX. Neither pumps out frivolous news. They build the tech step by laborious step. Both have held their value in a lousy market. Both have blockbuster potential. And both require incredible patience to stick with. I could be wrong with either or both but I doubt it.
This is the “all your eggs in a few baskets” school of investing. It requires “watching those baskets very closely” and results in lots of heartburn and sleepless nights. For some damn reason I like doing this. I should have my head examined. I’ve got plenty of train wrecks in my investing past so my skepticism keeps me alert, I hope.
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