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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.....

twitter.com

(thread)

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.

https://aacrjournals.org/cancerdiscovery/article/13/11/2370/729854/Clinical-Efficacy-of-ONC201-in-H3K27M-Mutant

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