Not sure if this is the right place to post, but I'm looking at a biotech fund with a large % of unquoted biotechs. The largest unquoted holdings (valued at cost) are the following - Advanced Corneal Systems Inc, Align Technology Inc, AtheroGenics Inc, ( www.athergenics.com sch-plough.com ) Biovector Therapeutics SA, ( biovector.com ) Capteur Sensors Ltd, Chimeric Therapies Inc, ( chimeric.com ) Cobra Therapeutics Ltd, EOS Biotechnology Inc, ( eosbiotech.com ) Florigene Ltd, Metris Therapeutics Ltd, MitoKor Inc, ( mitokor.com ) Molecular Staging Inc, ( molecularstaging.com ) Peptor ltd, Pointshare Corp, ( hkn.com ) Small Molecule Therapeutics Inc, UroTherapies Inc ( urotherapies.com ) anyone recognise any ?
The fund (Biotech Investments Ltd.) trades at a c 15% discount to asset value. It's registered in Bermuda or somewhere at the moment, but is moving domicile to the UK.
They had about 10% of OGS before it floated, so I'm wondering if there are any other hidden gems in there.
I've put the quoted US investments on SI - siliconinvestor.com
nig |