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JS's avatar

Everyone would love to live longer and be healthier, and much like the equity markets, "due diligence" cannot hold a candle to the allure of "great news". I took baby aspirin for years until yet another - longer term - study indicated that was fruitless. As are multivitamins, apparently. Who knew?

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KCR Equity Research's avatar

Spectacular article as always - particularly since you nailed BUYING one of the stocks early-on. Not easy to have a "long" on a winning stock and then be open-minded and honest enough to call-out the other side. The euphoria around these drugs and the implied pricing and adoption rates seem difficult to digest (sorry, had to). For humanity's sake I hope they do indeed work but even then pricing cannot hold here and competition is already coming and, hopefully, bringing us better, safer, cheaper - the hallmarks of a functioning capitalist system!!

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