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Biotech / Medical : 2010 Biotech Charity Contest
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To: rkrw who wrote (23)12/24/2009 10:06:10 AM
From: Arthur Radley  Read Replies (1) of 356
 
Jim,
My rationale is that IMO we will have more M&A in the coming year, and European companies are IMO more conservatively financed than ‘some’ here in the US. The overhead we have in some biotechs is truly out of line…..salaries and stock options, etc. It is my opinion that due to capital formation in Europe being a little more conservative, the chances that there is a little more ‘real’ science placed in the companies before they go public. I could be wrong, but this is my impression. Plus, it appears the European governments are more supportive and encouraging the growth in their health-care industry. For example, FLML has a project that the French government is fully funding and thus one of the reason I have them in the portfolio.

My list includes the following Belgium operations, and they are working on the common ailments such as joint damage and osteoporosis….

TiGenix NV(TIGN)
Galapagos NV (GLPG)

OncoMethylome Sciences SA (ONCOB) and the French firm Exonhit Therapeutics SA (ALEHT) are working on genetic tools for detecting cancer and personalizing medicinal treatments.

Cellectis SA (ALCLS) is another French firm.

Not included in my list are Vivalis (VLS)…..another French firm that I think has potential in the vaccine area. Plus, Pharming Group NV(PHARM) in the Netherlands.

You already know about Ablynx NV (ABLX)

I might regret not including (VLS) in the mix, but I did want a couple of US firms…..(ARQL) is having minor but steady insider buying and (VITA) should finally break into a profit mode this year and the area of their work, the demographics are lining up for them. IMO. (VPHM) should also turn profitable in ’10.

Would appreciate your comments after your review.
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