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I own HQL. Significant yield and can invest pretty substantially in private equity in the industry. Has it not done well in the last few weeks? It's definitely not. However, I've been adding recently and I'm not really bothered by it - I'll continue to reinvest dividends. Personally, I sleep a lot better owning biotech than I would something like social media.
I own HQL as well and I'm adding to it as it has suffered as well. I also have other funds that are overweight healthcare, usually biotech, but I don't view them as specific biotech bets.
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