Hi Sharks, I agree with your point about the insurance; however,...

Hi Sharks, I agree with your point about the insurance; however, it isn't clear when MGX will do something. My point is that these two are both very much bottom drawer investments that will likely move up over time, but really you need solid patients.
Compare them to most gold companies for example in terms of announcements and making things happen. They are part of a sector where patients is required.
It's just the cycle we're in with IO; however, it is looking good at the moment. The other one I own is CZR, which is similar again and needs tremendous patients.