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Whalatane

04/17/23 1:10 PM

#246423 RE: DewDiligence #246422

Thx Dew I sold my RXDX position this morning .
I have been rotating back into ETNB .
I had sold ETNB after they released their P2B results ...expecting a capital raise .
Well they upsized the raise , priced at $16.25 ...and stock now trades above that at close to $17 .
Director Hayden recently purchase close to 88,000 shares for over $1m.
RA Capital now hold 13 m shares ( 18% of Co )
I like their safety data vs AKRO and the fact that its a sub Q every 2 wks instead of 1 per wk .
I would need to chk but these drugs ...like Repatha ..may require cool storage ( in a frig ) .
Which means it can't be mailed to you and in my case requires a trip to the hospital pharmacy ( for Repatha ) once every 2 wks...( which essentially wastes every second Sat morning )

Any thoughts on ETNB ...by you or anyone else reading this .

As always ...please challenge my analysis and correct any oversights .
Informed opposing opinions welcomed
Kiwi