I recall reading a post on one of the forums regarding a biotechnology firm, which had invested in one of the stocks that had been discussed. I regret not bookmarking that firm, so that I could visit it in the future. Well, the future is now, and I would like to re-visit that firm. Anyone have any thoughts about what that firm would be?Greatly appreciated.
Orbimed or third rock.
yes, Orbimed is it! They are invested in TCDA, and I wanted to see what else they are invested in.Thanks.
You want to be aware of where the Baker Brothers are investing.
I have never formally looked at this, but my impression is that BB has shifted over the years such that it looks more like a BT index fund rather than an advisory group. Trying to manage $16B in assets can force you to do that. Orbimed manages around a third of that and can be a bit more nimble, IMO. 3rd Rock is pure VCFWIWCosmid
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