Changes...
NERX, OOPs! I read the article AFTER I sold. Um, can I just say that mice and men are different? 1. Murine models are OK for tox, but don't bet the farm on disease models. Especially transplants into nudies. We fell for the same gag 20 years ago at Cetus. We cured a lot of human tumors in mice, but mice didn't buy many of the drugs.
Nerx being spanked by those who understand this. May go back in if it gets cheap enough.
NEW MEAT
SW buys QQQQ and QSC at the open.
QQQQ has technology based on plasmon resonance. You may need to nab a chemist or physicist or EE to explain this phenomena. Sounds cool, but very simple really. Anyway, allows for very high density rapid diagnostics (yawn) and they have a deal with Perky Elmer for genomics (yawhooo?).Joe Bob says "Check it out".
QSC they used to be Cypros and bought ribosome and now called Questor, whatever. Couple of bread and butter type pharmaceuticals and some phase III trials in more interesting stuff. Takes a while to dig through the 10K/Q and data so if you have a broker report it's probably easier. Not a lot of coverage yet, I think. Anyway, real pharma, even makes medicated band-aid type stuff like dear old JNJ all for 4 bucks. Knock yourself out.
Musings:
SPGNA still fun after a week and a 300% run up. You found it here. Hope Vinit does a secondary and pays off those loans, credit cards, whatever. His RFC technology is great, I always liked it ( I was in sep media in '85-88) and never thought I'd see SPGN here in the basement. 10K has some poignant words for biotech investors today...see if you can find them and you win a prize (no purchase necessary. RWR reserves the right to make the prize as cheesy as he likes).
MAGN, nice pop, reloading...
WHOLE NEW PORTFOLIO COMING SOON. "Biotech Bargains" or something like that. Undervalued firms of all prices.
More cool Canuck stuff too. ALRXF and friends have about doubled since we found em and more to go as the world re-discovers Canadian biotech, eh?
RWR |
