Replies to post #247416 on Biotech Values

[Mufaso]

Thanks but I did my own DD after you brought this up as a possible investment. I look at a number of criteria before investing in a biotech. Here is my ARAV analysis to date:

#1 Safety........................................9
#2 Management Effectiveness.......7
#3 Proven Efficacy..........................6
#4 Market Differentiation...............10
#5 Financial Runway.......................6
#6 Risk Reward...............................7

45/60=75% or pass

I hear you on ARAV being risky but it isn't like I'm investing in something crazy like a bank. Granted I have only been looking at this a short time but carpe diem and given recent success with VKTX/RVNC (and after the ARNA buyout :-) ) I thought it was worth a 2-3% allocation for now.