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Biotech2k @Biotech2k1 on x 30.4K followers
Created: 2025-07-02 14:36:09 UTC
$ARWR I sold all my position today. I know I am supposed to love this company because it is cheap. It has a ton of cash. I also like their obesity targets. The issue is the cholesterol and triglyceride programs. No matter how hard I try to build conviction in this name, I just can't do it. I don't like those indications. I think there is too much competition. I know $WVE has the same obesity programs without the programs I dislike around cholesterol. They have DMD which is very compelling. I used today's pop to take a very nice profit and exit this low conviction name.
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