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Biotech / Medical : Biotech for less than cash value

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From: scaram(o)uche4/3/2024 2:25:58 PM
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We usually look for negative EVs after a prolonged sector drought. But we've had good sector performance since November, with exception of a recent rough spot.

Matt Gamber at Twitter has looked for negative EVs under these circumstances.....


Of those issues he mentions, I took a position in CMRX. Yeah, the same CMRX that brought such CMV-related misery to investors.

ONC201 for recurrent H3 K27M-mutant high-grade glioma, a molecule derived from the Oncoceutics munch. Observed toxicity in trials to date, but nothing that has derailed it.

This position was taken without knowledge of market size, the difficulty penetrating it, or competitors addressing it.
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