Was trying to increase my position in it. $TRAX really good target. What if $TRAX end up having the BIC molecule and also I believe this target might work in a lot of indications.
So we started the month with a fail in SLE $ALMS, I believe it was the most obvious name that will fail + $RARE. More to come. Forget to add $IMMX in that list
I don't see too much difference between $IONS and $ARWR only an advantage over safety and frequency hence I sill believe that $IONS will get at least 40% if not 50% of sHTG market
It's really fascinating how people became so biased towards $ABVX. IP will expire around 2039 and if data is positive in Cohn, P3 will be around 2030. It was one of my best winner across my port in the last 4 years but expecting the price tag to be over 195$ is pure
is $CYTK became a sale stock now ? Safety data in nHCM is not great at all and I believe that they are luck to hit in that one. Current EV is around 12B. No one will pay 20B for this. Competition is from $BMY, $EWTX and $BRVE so why it's very expensive. I don't know but after