Some more depth on RGS following on from phillip_k:
https://www.thelifesciencesreport.com/pub/na/17281?utm_source=delivra&utm_medium=email&utm_campaign=lifesci 2-8-17&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
