I’m heavily skewed to the company that has a chance to go 5x, 10x in the next 12-18 months off organic progress (could have one approved product in the US by end of this year and a second approved product in the US market by end of next year) .. with potential to go 20x or more if their blockbuster product hits the confirmatory phase 3 trial which is about to start recruiting.
there is always the chance of some M&A action, but I don’t invest based on that.
for IMU I am here to buy the dips over the next few years… and get a nice average. Still a long runway, and happy to pay more if clinical outcomes justify it.
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