I don't know I'm not over exposed (about 2.5% of my portfolio) and I have enough 12 month old stock now to sell the next pump. I think there will be another pump. I hope I'm right.
The nagging thought for me is Paul Hopper getting out. Its seem he is not confident the managment will execute well. Given how successful the guy is at bio and brokered the GDC deal in the first place its a bit like buying propety off Frank Lowy.
Also one bit of bad news and this will tumble forever. Even just a breakthrough of some sort elsewhere especially in immunotherapy.
Its a nervous wait for me.
Good luck.
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