pars.... difficult indication, crash and burn. it was a bad stock to have included.
kosn.... lead molecule fails to impress, tox issue with next program in line. leverage gutted, still own some.
exel..... still think it's a sound investment and own some.
ptn...... story hasn't changed with respect to leverage, but the MC4 talk looks like MC4 b.s. as time passes. leukolight (wrong name, but you'll get it) is going to reach $200M/year? Riiiiiiiiiiiigggggght. own a smidge, but only for the humiliation.
rigl.... I was in it for HCV. Got in late, but did sell at the top. consider the nose project an interesting, logical bet.
just wouldn't pick them for the current list. these lists, after all, are lists of huge leverage. or they should be. windows like that open and close, rapidly. I wouldn't read much into absence. I don't. Exception pars.
:-( |
