great post. i think cancer will drive significa
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(Total Views: 424)
Posted On: 07/15/2021 3:01:44 PM
great post.
i think cancer will drive significant value - i recall Dr. Kelly commenting that this would "eventually be an oncology company". my only question is when. i was thinking that was much further down the road - and our near catalysts were COVID S/C in Brazil, BLA completion, and LH. you suggest that near-term news on cancer could be a catalyst. hope you're right.
personally, i've gone from buying bigger chunks (for me at least) to making smaller incremental purchases every day. first, because i'm running out of money
and second, because i don't know how much lower we got until hitting a bottom. this way i'm averaging in all the way down.
we will only know the catalyst that turns this trend around in retrospect. and i imagine it could be something out of the blue - like an attractive partnership on one of the indications, or something like that.
GL
i think cancer will drive significant value - i recall Dr. Kelly commenting that this would "eventually be an oncology company". my only question is when. i was thinking that was much further down the road - and our near catalysts were COVID S/C in Brazil, BLA completion, and LH. you suggest that near-term news on cancer could be a catalyst. hope you're right.
personally, i've gone from buying bigger chunks (for me at least) to making smaller incremental purchases every day. first, because i'm running out of money
and second, because i don't know how much lower we got until hitting a bottom. this way i'm averaging in all the way down. we will only know the catalyst that turns this trend around in retrospect. and i imagine it could be something out of the blue - like an attractive partnership on one of the indications, or something like that.
GL
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