[ angio chat ]
Thread:
Geeze, yesterday was an ugly "reality check" for RGEN.
Too busy to breathe right now, but just wanted to make a brief comment. OSIP jumped yesterday when the angio craze spilled over into the quieter efforts (AGPH, etc.). One company that I didn't mention in the article for Microsoft Investor is OSIP. It is a quality, diversified play in genomics, with a sincere effort in angiogenesis. And, it has come back today (currently 7 1/4 "ask") as the momentum gang saw that it wasn't going to do an ENMD.
Again, SUGN is also a diversified outfit with an advanced small molecule project in angio.
And, finally...... of the "small molecule" efforts, I consider that of RGEN to be most like that of ENMD. ENMD is working with small hunks of proteins called peptides. Not good, from a cost and administration stand. RGEN is working with sulfated small organics. The mechanism of action for ENMD's molecules is not known, but I am working with the hypothesis that they block the action of certain growth factors that RGEN is also targeting. Very, very risky early-stage work, but they don't deserve, IMO, to have corrected yesterday to the same degree as some other efforts.
So, here are my plays on angiogenesis (disclaimer.... I own them).... these are mine, do your homework and get your own.......
OSIP
SUGN and, much more speculative....
RGEN
Ray:
Maybe biotech *is* picking up. I'll be back later with my views of the discount pricing for good research, but my portfolio, mostly quality, long-term play stuff, is looking strong of late.
Cheers! Rick
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