Replies to post #137394 on Biotech Values

[acgood]

Reasonable question - need to do some research on history (e.g. reading a 10k from a decade ago and comparing to the most recent one)

Yes this is the crux of the problem. ISIS investors who only pay attention to the scientific presentations (which are uniformly very good) have lost a ton of money over the years. They paper over the business failings and lack of delivering on their promises time and time again, which you only notice with continual following of the investment calls (including what they choose not to discuss) and careful reading of the 10k's.

Sorry, will respond to your other post in more detail later...