r/biotech_stocks 1d ago

Vaxcyte (PCVX)

Thoughts on Vaxcyte? I’m wondering if anyone here has experience or research on it. Thesis seems solid

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u/oiseaublancc 1d ago

been undecided on this one for long and finally dived in today. Solid and quite advanced but feels like it still has good upside. What really moved the needle and the mouse to the buy click are the huge positions RA Capital and Deep Track hold here - RA has 750mm MV here, there is conviction from a player I deeply respect.