OK......
We recently proposed a number of stocks that could, some day, light the night sky ("moonshots"). Eric has done the best job of providing updates, and his comments elicited some good discussion re. i.p.
I forget which stocks that I suggested might sky, but VPHM was certainly one of them. Perhaps it was my only candidate.
I've suggested that it could be a 50-bagger. Peter has suggested that KOSN could also be considered to have that potential.
As we all know, most 50-bagger candidates end up being body-baggers instead. Nonetheless and despite the current anti-research premium environment, the route to enormous success in biotech investments is through, IMO, a leveraged basket. Duh!
For those who suggested "moonshot" candidates...... any updates? Any stocks obviously off the list? If I suggested that OGSI might be a "sky" candidate, it's obviously gone (until and if......).
Update for VPHM...... they should be bathing in SBIR, NIAID, etc. grant funding. Instead, they supported the "Fourth Front" peek with a very weak statement about applying for grants re. Ebola-level threats. You can look at this in one of two ways......
1. embarrassing late start, embarrassing that they needed to refer to applications (which will buy you squat), or
2. a modest start to ending the corporate arrogance, and an attempt to provide needed complexity to the business plan.
Take your pick.
Another subtlety....... no mention of an in-license in that last release. This is VERY good IMO. Examples of recent in-license strategies...... DDDP (RIP) and NUVO.
No buying interest whatsoever for the stock.
KOSN update........
Message 18685529
(more depth to the business plan)
Insiders are damn sellers. |
