Too True.
Although My activity profile on this board may suggest otherwise, researching and investing in oncology biotechs(which is the only investment research I do) is not really my largest focus at the moment.
Right now, most of my energies are directed into a creative arts field(which, short of a marketing miracle, isn't likely to be "about the money").
But despite my relatively narrow investment focus, I too have missed "many,many" opportunities(ONTY, e.g.) for the same reason(insufficient op.for DD).
And that's really no big deal because what I am in(albeit disproportional to any notion of reasonable position size)is, amazingly, working at least as well as I had any right to hope.
I would imagine the same is the case with MNTA and most of your other biopharma investments.
BioPharma, as a sector, has turned out to be a blessed and relatively well-insulated one in the current context, where even modest dd is likely to be rewarded.
Despite your somewhat different orientation, I'm glad you still appreciate Ariad because it speaks to our increasing market penetration.
Your participation on the board is also much appreciated because you provide a different perspective, (even if you are prone to occasional bait & switch re. your positions;).
Regards,
bw
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