Replies to post #247258 on Biotech Values

[rfj1862]

I’d suggest it’s essentially all of drugs, not just oncologist drugs. See thread I did below, with a rebuttal at the end that I still need to think through.

I don't disagree that we will get there eventually for all diseases, but oncology is "easy" because in an increasing number of cases you can identify single-gene drivers.

The causes of metabolic or inflammatory diseases, on the other hand, are highly polygenic and are not going to be incredibly amenable to targeted approaches for a long time, although of course there will be a slow and increasing drip of targeted approaches over time.

This is why I largely restricted my investments to metabolic (VKTX) and inflammatory disease (TGTX). ARAV is an exception but as I said I am only in it with a small amount of play money.