Thread by @Biotech2k1

My Game Plan:

Pathways:
$BPMC 3.37% core position
$MRTX 3.37% core position
$TPTX 3.37% core position
$SDGR 1.35%
$RVMD 2.7%
$RLAY 2.7%
$ERAS 0% considering but way too expensive
$RPTX 2.02%
$KNTE sold out as it was my weakest link

Protein Degraders:
$ARVN 1.35%
$KYMR 1.35% paying down a core position
$CCCC 2.02% paying down a core position
$GLUE 1.35% paying down a core position

CRISPR/Old Antibodies
$CRBU 1.35% paying down a core position
$BCAB 2.7% will sell out when I think its good opportunity.

CRISPR is way to crazy on values to waste money on here. It will implode someday, and I will be waiting.

Cell Therapies:
$IPSC 1.35% paying down a core position
$TIL 1.35% paying down a core position
$CABA 2.02% paying down a core position

Delivery:
$GBIO 2.7% paying down a core position
$FDMT 2.7% paying down a core position
$SANA 2.02% paying down a core position

Everything that is not core can be dumped for profits if the $XBI gets back to the old high. They are cool companies, but they are not core to my strategy. They are there for trading.