Replies to post #162376 on Biotech Values

[mcbio]

I would hazard they have the longest good track record of any biotech fund.

Well, I'll take that. ; ) Our interests are aligned primarily on ARRY, as it is one of the largest holdings for each of us. We overlap on a few other names as well. As is the case with the other biotech funds, there are several positions that don't make a lot of sense to me personally. That's bound to happen, of course, since these funds hold a bunch of names.