Patience and dispassionate re-evaluation are the operative terms though pixie.
Other bios have different dynamics involved.
It's very tricky but I have only sold off if the product is not progressing and I don't see a clear path forward. I don't find that to be a problem with that other bio (not actually a bio but technical service industry) we each hold, it's simply a question of time as they have readjusted their strategy, and they did that early on, it just took a long time to be fully implemented. We're still at a crucial implementation stage.
MSB had to adjust their strategy too, when they selected certain applications to move forward as we didn't get Teva doing the takeup of other applications as expected. CHF being key because so lucrative, while others are on the back burner for the time being. Again that implementation took a long time.
That other stock has been sold down in complicated moves after the takeover, but the synergies and strategy is very different from before. This is key. IMO.
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