RE: AZN4 Aug 2020 11:02
Mr Big... he had a load of what appear to be total dogs... but they are gradually coming very good... the initial pharma ones bought when he set up the fund 5 years ago were Redx, Synairgen, GSK, Astra (bought at £42), Prothena, Abbvie, Theravance, DDDD, Tissue REgenix, Spire Healthcare, Benchmark, BTG, Malin, IP Group, Oxford Sciences Innovation, Vernalis, Circassia, Hvivo, Horizon Discovery, Amo Pharma, Abzena, Midatech, Oxford Pharmascience, Northwest bio, Genomics, Synairgen, Roche, Smith & Nephew, Stratified Medical, Silence Therapeutics plus some unquoted ones. Some of the above no longer exist as have been bought out. The original plan was to sell the lot to GSK or Astra etc but GSK took a different route when they changed CEO and woodford sold GSK as a result of that. They all look like dogs until they come good but i am doing well on Synairgen, IP Group (the guys with the 90min vaccine), Astra, Silence, but i have had to average down and wait (a long time).