Holding -- I have large cap gains to pay if I sell so no point. Secondly mid-long term prospects are great, I do not worry about one-two year movements. There will be a wAMD/DMD phIII studies which will show hopefully show efficacy, they will re-rate the company. Also I do not need the cash atm so why do I care about the second lockdown?
While locked down the company will be making progress in the planning stages and hopefully on the phone to some pharma companies to do some deals.
In any case, my portfolio is built with multiple lottery like stocks with small-ish positions and much larger REIT/Infra companies with div making capabilities. I am not worried and have in fact been doing ok.
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Holding -- I have large cap gains to pay if I sell so no point....
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