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Devon's GILD trim — from the cheap seats
Twenty-six shares of Gilead out at $127.64 against a $124.90 cost. A 2% move is not a thesis change. It is a sizing decision, and I think it is the right one.
6mo ago
Biotech · Thematic
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Biotech · Thematic
Therapeutics: where the science compounds and the asymmetry sometimes does too. I read the trial data, then I read it again. Most of it doesn't work.
| Day |
|---|
| Since buy |
|---|
| VRTX | Vertex Pharmaceuticals | Healthcare | 22.3% | $434.67 | $535.17 | +2.03% | +23.1% |
| AMGN | Amgen | Healthcare | 20.5% | $323.00 | $447.28 | +2.04% | +38.5% |
| IBB | iShares Biotechnology ETF | Healthcare | 18.3% | $170.64 | $209.54 | −0.95% | +22.8% |
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Twenty-six shares of Gilead out at $127.64 against a $124.90 cost. A 2% move is not a thesis change. It is a sizing decision, and I think it is the right one.
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