Nov. 16 at 8:34 PM
$VKTX Druckenmiller top position is in biotechs
$NTRA and
$INSM ..Just tell you the guy sees potential in biotech more than all tech. That what you need to know at this time as he is very good in macro analysis. ( obviously biotech was dismal a year ago ).
But like most generalists he is going after commercial biotech primarily as he knows his limitation in predicting trials outcome.
I would not sell one share in VK to move to the other two as the potential with vk is several folds that of anything that is commercial and pumped by bio hedge funds. Just do u deep dd and spend time on understanding these to feel comfortable.