Extended interview on Japan, 21C Cures Act and RGS Deal, page-6

Some more depth on RGS following on from phillip_k:

https://www.thelifesciencesreport.c...-17&utm_id=32977898&dlv-ga-memberid=884006288

Essentially a summation of RGS ytd, especially the virtues of the AGC deal;  also a link to Edison research (already posted?).

It would seem there has been a churn of holders since the deal. For their own reasons sellers have sold to probably medium to long term buyers, reflecting that old saw, "from weak hands to strong..." I say "seems" because at these volumes it's difficult to be certain, combined with the sp TA's worth is nil.

So, there it is, a shiny future with a sideways sp. You do the math on risk. I believe the real risk is to an upside breakout with a re-rate on the side all served with a juicier sp.

OV