V1, regarding "Interesting biotechs for 98 that are not in the portfolio:
MCDE
AGPH
MLNM"
Yep, interesting indeed. Microcide has an interesting web page microcide.com and while one is at it, Cubist may also be worth a look (I have not read the entire comparative discussion between these two companies' approaches in the Microcide thread yet, but one must, eventually). Cubist's web page is cubist.com
I'm also studying Trimeris (TRMS) and Triangle (VIRS), both in North Carolina, and both currently with an AIDS focus (cf. Agouron). Triangle appears fairly to over-valued at this point, but I need to do more work on it. Management seems quite impressive (includes one of the inventors of AZT out of Wellcome). Triangle has 3 or 4 AIDS drugs in clinical trials; most if not all have been in-licensed; they are new versions of existing drugs (reverse transcriptase and protease inhibitors). TRMS's AIDS drug is a ~35-amino acid peptide that appears to inhibit HIV fusion (a novel mechanism vs. existing AIDS drugs); they have extended the concept to other important viruses (RSV, hepatitis B and/or C, ...).
Another well known company, not in the portfolio, but, IMO, worth keeping an eye for "accumulation during weakness" is Gilead; ditto for Vertex.
Happy New Year to all vectors, cytokines, cybermavens, rocketmen, and other VD'ers,
PB |
