[ sto bio, 11/4 ]
Ray:
OK, we'll drop MCDE and add NTII. NTII is in danger of being delisted, however. Needs cash. This minicap has a new, high-powered CEO. With two products in clinical testing that address large markets, this creature is, IMO, either going to slowly rot away into tax selling or soar on news from a recently completed phase II clinical trial (memantine) in peripheral neuropathy. A prediction from me, at this time, would only be a guess.
I was not clear on the "messages" you were sending regarding CGEN and NSTA, so I left them off of the list.
So, the list now looks like this........
DEPO
AKRN
CTII
CVAS
NTII
Respected biotechs from 11/4 list.......
BIPL (hospital-based reagents)
MAGN (I'm neutral, chronic underperformer)
MATK (hits list again, business plan in turmoil, products from algae)
NZYM (doesn't seem like a place to focus, to me)
PBIO (doesn't count, being purchased)
XOMA (too risky for me, given current circumstances)
Rebecca..... yup, I missed ARDM. Again, I am not going to field questions about given companies. I really, really don't want to be perceived as rude. However, I want to keep the focus on Ray's procedures and how they intersect my view of companies that will thrive long-term. While I don't want to field questions, I *do* feel that it would be really cool if you, Carol, John or others chose to bounce your selected lists off of Ray and add to THE LIST as you see fit.
Rick |
