Interesting analysis of yesterdays collaboration news coming out of BMRN.  This is why I am in this bio ticker!  Collaboration, sales, cash, and no Freaking FDA decisions coming!

 

 

These are the kinds of bio you should be playing in this new environment.  Companies like BMRN, CVTX,  CEPH, GILD, BIOGEN etc. Sales/Pipeline/sales/Pipeline!   Add in a big pharma with a good dividend and a better pipeline.

 

Avoid underacheiving large pharma.  Avoid baby bios with FDA decisions-they are screwed up.  Ifs safer these days to buy baby bio plays off buyouts than FDA approvals!

 

AMAG is my last FDA decision specifically played for in a long while going forward!

 

Kutz