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Biotech / Medical : 2012 Biotech Charity Contest
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To: rkrw who wrote (429)1/3/2013 10:43:51 AM
From: Biotech Jim  Read Replies (2) of 513
 
I held DEPO for about the past 2 years and ran out of patience even though I did have a gain on it. I still like the potential for Gralise, though. I have now moved on to other pastures.

Regardless, I am expecting a market turndown early this year, but we shall see. I do have a buy list ready, but also looking for more ideas.

Rick, have you ever done DD on SGMO? I listened to their early Dec 2012 analyst day presentation, and I think they did a good job of telling the story. My biggest worry is insufficient targeting of the respective cells to show dramatic efficacy for their various approaches. Also thinking about the longevity of maintaining the altered genotype. The plant collaboration has a lot of potential IMO. I do not currently hold a position, but still evaluating SGMO and need to read some of their pubs now.
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