Hi friends little update, Have Added to my position here over the last 3 months. Had to do it because thats my style,of investing. I never chase but I accumulate on dips.
Here is what I am seeing.Whole sector is ready to explode. Billions have been invested in manufacturing for cell therapies, Billions of dollars have also gone into new cell start up companies that lack patents and are just starting phase one trials.
The market has been giving huge valuations to these startups while beating down the leader in the sector.. MSB
As I have said before I am anticipating multiple partnership deals announced simountaniously among 4 big pharmas. Some speculation ....
Pfizer with Nwbo for cancer vaccine. Novartis deal with Meso Athx and Psti also announcing deals.
Anyway this is how I always believed it would play out.... when I realized that partnerships were not happening 4 years ago when they should have.
We are close my friends. Effecacious therapies with no side effects!
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Price($) | Vol. | No. |
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