Binary events do not belong in a concentrated position
The index traded at 206.55, -1.99% on the session. Biotech is the one sector where position sizing matters more than being right.
Clinical readouts, FDA calendars, and basket risk management for binary events.
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The index traded at 206.55, -1.99% on the session. Biotech is the one sector where position sizing matters more than being right.
What would have to happen for the platform to be valued on products rather than promise.
The adoption measures I track for launches into an existing franchise.
A promising pipeline is worth something only if the company can fund it to the finish. The burn rate decides how long the science has.