Blue, I do not follow BCHE, neither many antiviral companies, they are risky at best, and HIV treatments are leveling, hepatitis B will dissapeared with vaccines in few years, hep C, is probably the next money maker, but not popular among physicians, it will take time. But BCHE is discounted at a low PE of 20, so long term they should get something or acquire something, they left NVX later pick by BAX. BCHE vaccines are ok business, again they need a new one, NVX acquisition did not work (they did not wanted to go long like bax, they so the UK failure coming, gave it to Bax.)
Antivirals: I like RZYM and TRMS, I think they do have truly exceptional and revolutionary technologies, but they are a little pricy, unless one wants to go down 50% to 75% for a while before recovering and doubling tripling cause they went up with the last biotech hype, and they are still in pII studies at best, I missed them both, was in xoma, NO gs. |
