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Biotech / Medical : Biotech Stock Picking for Charity - 2007

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To: Jack@SI who wrote (37)12/31/2006 3:39:05 PM
From: Jack@SI   of 397
 
Here are some explanations for my recent picks:

ADLR - Over $4.00 cash per share and safety data due this Spring that I expect will be favorable.

COR - A make or break year for this old favorite. Needs money but recent delays are not failures and pps is at all time lows.

DVAX - Making good progress and expect positive data on Tolamba this Spring.

MNTA - Everyone's favorite.

NTII - Low price makes NTII interesting again. DSMB has not stopped trials for safety concerns so far.

NURO - Reimbursement issues don't warrant the big drop in pps. I expect a rebound.

OPXA - A tiny market cap and great leverage if early trials progress favorably.

POSS - A local biotech on the move.

PTIE - I expect more progress on its pain portfolio this year. Has a great cash position.

SOMX - Another sleep drug but comments by others on SI makes me think this one has promise.

I looked at DSCO and ENCY again but was turned off by arrogant CEOs. Hard not to like ARNA, EXEL and MEDX but large caps kept me away. AD companies look promising so I will be watching NRMX and MYGN this year.

Jack
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