I am all hot and heavy on ANP atm. Few good things to come before ANPO ex date in July.
TDX timing near Q4 watch for new direction and CR.
The sector is quite independent of Global economy. It's all about trials results, probability to market and market value of the targeted drugs.
Phase II is where bets with very good odd as failure rate is small due to the trial design concentrating on safety and controlled efficacy.
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