Looking good on your MLNM entry now, Jorj, but I would TTMAR pretty soon; one thing I forgot about is a partnership deal for Velcade could come at any time. Now that positive hints re its efficacy in solid tumors are emerging, I would think there would be a number of suitors. Burn is not an issue for MLNM unless Velcade crashes and burns, and odds are against that. I like most of Greenlaw's other picks, as I said before, but on MLNM I just plain disagree except perhaps in the very short term.
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Still like BGEN and AGEN, neither of which have any near term drivers that I know of. BGEN's Crohn's trial with Antegren (with ELN) is a few months away from being done and results announced, so it looks a lot safer than MLNM to me. Ditto HGSI, I don't know of any near term drivers there. Paper shorted CHIR in the mid $41s, that's another one (bought some cube puts for real).
edit: AVII may be a bit overdone, but I don't know much about it. It appears to be in the hands of daytraders a la GNVC, GERN, CRIS, and other micros with active PR departments.
Cheers, Tuck |
