GLFD: Near term, much depends on how their Gliadel sells. Longer term, their neuro program has created excitement. Looks like a nice company and attractive valuation. Also Mgt. has shown itself to be very capable.
SNAP: Looks like they may have a very solid obesity drug. A few strong partners, low burn, but very very quiet company. Market value is extremely low goven their progress, partners and low burn.
NRGN: Pfizer farm system, I think 3 drugs now in clinicals, if one hits, the stock should do very well. Tons of cash, nominal burn rate leaves very little downside from here.
NBIX: dont know much about, but have heard nice things. Another with very high cash on hand with a reasonable burn rate and top notch partners.
RIBI: I dont know the company.
As far as first with drug on the market, I would think NRGN has a lead over the others and Pfizers commitment to them should count for something. Which stock would I choose is difficult, I would think a basket of these would do vey well. |
