The Nektar presentation at the JPMorgan conference was very informative.
I have a 2 percent allocation in my “Saul” port to Nektar. I sold some Exact Sciences to get it.
This leaves me with a 6 percent exposure to bio medical.
I am comfortable with this allocation. After watching the two videos, I am more confident in Exact Sciences than Nektar.
I watched Dr. West’s video. He is with a small company within the BioTime portfolio. I am comfortable holding no position in BioTime. However, I need to do more research on that company.
Now on to Talend and Ayx!
Getting a lot done on this vacation.