Peter and Michael,
Thanks for the reminders. I've had LGND in "set and forget" mode in my Mom's portfolio for years; now I remember why. Maybe I should just trot over to the annual meeting and tell them to stop mucking about with ONTAK in psoriasis. After all, I live in their town, it would be a short trip.
Any ideas, or is it just the wrong time of year? I figure on trying to research some promising ones to be ready for seasonal weakness later. Some names that have crossed my radar but abut which I know zip: CRXA, Aphton, Transgene, Cypress (played a conversion rally with limited success on them some time ago, but never thought much of the company; I have no idea how they're doing now), Sicor, Embrex, Idexx, NABI, AMLN (Symlin delayed so much that even if it finally gets out the door, will the competition be too close?), XOMA, GNTA, & BTX (but BTX has already been whacked pretty hard). All of these on financing/valuation concerns. And some are below $5, requiring special accounts.
BLUE H stock NWBT is an obvious one as briefly noted on that thread. It still seems to be getting a smidgen of support. Other BLUE H possibilities include SGEN, SLMC, VASC, and BAXS. I know nada about the former three, a little about the latter. All I know is that I have yet to see an X-Ray crytallography company get any kind of royalty deal. If it's happened, it hasn't been disclosed.
I'll add NWBT and BAXS to the list for the moment.
Many thanks for your thoughts, folks!
Edit: Duh! How about AMGN? That's definitely going in the WatchList. ReEdit: scratch SLMC; not a biotech.
Cheers, Tuck |
