Hello Subs!
This podcast covers some recent portfolio moves, including several names we’ve sold and/or trimmed - and WHY we are doing this.
IDYA VKTX GPCR PTGX ALMS CELC ORKA OCUL
CRNX
Plus, 4 names we are eyeballing for adds (either increasing our position or establishing a new one).
ABVX MLTX VERA QURE
Cheers!
JNap
