Special situations, growth at reasonable price, value, micro-cap

Portola: A Small Biotech Stock That Could Double - And Then Double Again

Background: The biotech/biopharma space is coming of age. An expanding pool of seasoned executives is finding improved science-based targets with what strikes me as improved R&D efficiency.

This situation is meeting a favorable macro milieu, with rich societies willing to, if necessary, inflate the money supply to provide what tend to often be generous reimbursements f...

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