Biotek-snakken — Marts 2018
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Har købt en langsigtet lille position i Nuevolution og Expres2ion. Tror de har gang i noget interessant. Men biotek kræver ne masse tålmodighed og cash burn inden potentialet er fuld udløst.
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Hej nik_hs1990 - jeg har hørt af Genentech har trukket sig helt ud af RORgt, da de mener target har uønskede bivirkninger. Nu følger jeg overhovedet ikke Nuevolution, men ved dog de også forfølger RORgt. Så vær lidt varsom, hvis det program er blandt de største værdier i Nuevolution.
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