>> any others Rick? <<
NEPF:
We're entering a traditional period of strength for biotech. And, given recent volatility and pronounced investor interest, valuations are scattered in an irrational fashion. Therefore, there's a long list of candidates, and my list won't be more attractive than others, except by luck.
For position trades, one might want to look at TELK, INCR, PBSC, VPHM, NBSC, and KDUS.
Know you'll love that last one, NEPF.
<g>
These are not stocks that would "go" if momentum players carry the sector, not the usual suspects.
INCR.... interesting situation.... tax loss selling after years of lame performance. Emerged from a restructure with IPIC with a new name and a new life. Microcap at about $20 million capitalization. Claims a technology which will yield about 40 liver transplants from a single liver donor.
Not in list...... LEXG..... many insiders, trying to decide if it's going down further or headed for a 4X between now and January (lockup recently expired). I don't have a feel for it..... a business plan -- "functional" protein expression databases, custom knockout mice, and in-house drug development -- that one could have a blast with, and lots of cash. I believe that their databases will be valuable. However, it also seems like the barrier to entry in the field is relatively low, that there's more than one way to approach database construction.
Their technologies will be used to define new targets and screens. There is a gold rush to define those targets and to devise those screens. Their success or failure seems, therefore, to hinge on their mover/shaker capacities. Thus far, they seem to be four-plus there.
Disclosure for anyone new to the thread..... I own some of them, may not own all of them, have a vested interest in the appreciation of most. Sort of obvious, huh? Please do your own homework.
Have a good weekend!
Rick |
