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Biotech / Medical : momo-T/FIF

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To: scaram(o)uche who wrote (10882)	7/19/2016 1:52:43 PM
From: tuck	Read Replies (1) of 12215

>>They're all open label, and results could be described patient-by-patient if they chose to do so.<< Good point. Wouldn't be surprised to see tons of clinical data, ASCO17.<< Given their past presentations, I wouldn't either. Seems like the kind of "big science" company you like . . . looks fairly cheap on BV basis, too. I think an offering could happen in 18 months. But perhaps decent data would command a better price than we now see. Fishing for a starter position in the low $7s. It bugs me that biotechs haven't participated very well in the Brexit bounce. Several I follow are near pull the trigger levels, and that's without the broader market taking a breather. Seeing this, I recently sold my chunks of FGEN and TRVN for decent ST trading gains, and don't regret doing so. I didn't leave much on the table by being slightly early in exiting. And already they're approaching reload levels. And maybe CARA and TRIL, too. But not going to buy anything in size until I see a general market correction. Also fishing for PRTK. Cheers, Tuck

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