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DewDiligence

02/08/23 7:21 PM

#245417 RE: chantillylive #245416

BNGO on your watch list?

No. Should it be, IYO?

DewDiligence

02/08/23 7:24 PM

#245418 RE: chantillylive #245416

…cannot understand PFE's price action.

I offered a sort of explanation in #msg-170251197. Further, the balance-sheet discussion in #msg-171147993 (bottom) is evidently not well understood by many biotech investors.

DewDiligence

02/08/23 7:36 PM

#245419 RE: chantillylive #245416

I [rated] RVNC as riskier than ENTA…

Reasonable people might agree with your viewpoint. However, now that Daxxify is on the market I find it hard to see what could prevent RVNC from prospering. An adverse patent ruling is conceivable but quite unlikely, IMO.

ENTA, on the other hand, has a lot riding on clinical data yet to be reported. The other side of the coin is that, if ENTA’s COVID and RSV programs bear fruit, the upside is colossal.