Aug. 15 at 12:56 PM
Some interesting development is going on eith portfolio stocks.
PART 2
$VNDA knocked down biotech, w MC slighly above sales, 3 FDA-approved drugs and a strong pipeline. Several BO order already rejected as too low with 80% premium the current market price. My largest position.
$SRPT extrmely depressed biotech w
$1.5B in sales,
$700M cash, strong pipeline. New CEO just started, a lot might be expected, M&A incl. Very good stock for trading, as it stuck in a
$15-25 range for more than a year already.
$VRRM after lossing a key 12-13% revenue customer stock crashed by 70% erasing
$3B of MC. The same customer returned, MC - still not. Potential Mulibagger perfirmaner.
