[ bio stos ]
Lots of biotechs tonight, including ARIA, CLGY, MEDX, REGN, BTGC and ENMD. ENMD focuses on inhibiting the growth of new blood vessels that cancers need for growth. CLGY is a favorite of Mark Lampert.....
Message 3330337
I don't follow them, but I like Lampert's taste. MEDX is big in cancer, and is counting on lots of licensing revenue from their "GenPharm" project, human antibodies that originate from mice. Story is still out. BTGC was on Friday's sto, and (disclaimer) I bought some today. I also own REGN and ARIA, and, coincidentally, the Lehman Brothers site that I mentioned earlier today also has an update on ARIA.......
lehman.com
So, obviously, I like BTGC, REGN and ARIA best of those that I noticed on tonight's lists. ARIA is, IMO, the best science bang for the buck followed by REGN. Early-stage biotechs are always risky, however.
I'll check news in the morning.
Rick |
