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Pastimes : Stock-Picking Challenge

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To: Mike McFarland who wrote (1277)2/12/2001 11:34:43 PM
From: Mike McFarland  Read Replies (1) of 2402
 
I look at this contest as a way to introduce folks to your pet picks.

AXPH--McCamant gave Axys as his pick this month in Worth magazine.
Axys and Genset (GENXY) were doing pharmacogenomics before a gaggle
of new sexier companies stole the spotlight these past couple years.
Speaking of Genset, here is a blurb to read:
biospace.com

TGEN is a gene therapy stock, like Avigen AAV is their vector.
But look to their E1A product for their first profits. I've owned Tgen
since below $2, sold out, and tried to get back in carefully. Will probably
double my position soon, but I'd like to see a little bit more of a shakeout.
Maybe a failure of their Cystic Fibrosis gene therapy would make for a good
entry point, not that a person should hope for that of course, but it is an
exceptionally tough problem, near as I can tell, and tough odds.

KDUS, costs less than cash, the name Carl Icahn must keep people away.
The deadline for Sibia (Merck) to go to the supreme court is past, not that
they would bother for less than 20M. The fact that this trades for only a buck
is spooky, watch your step. I own a shit load of this one.

SNAP, wild card. Another poor biotech that did not capitilize on the frenzy a year
ago. But they seem to be looking in the right place, and did some work with LLY
at one point, and others, so good science for sure. Plenty of crummy biotechs out
there, but this one is real. Drugable targets, I understand. See their IP for fun:
synapticcorp.com
If Synaptic doesn't pay off, hey, just take some Prozac and call it a learning
experience, heheh. As far as I can tell, there is just me into SNAP here on SI,
there was a fella shorting it, and maybe one chemist here on SI still has his shares.
Get yours today!

Standard disclaimers apply. Anything I say could be wrong.
You can lose money in the stock market, blah blah blah.
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