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Strategies & Market Trends : The Rational Analyst

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To: Susan Saline who wrote (1018)5/28/1998 12:18:00 AM
From: Scott H. Davis  Read Replies (2) of 1720
 
[TTNP response to Susan] Several things interest me.

1. On a preliminary basis, they do appear to have some funding for a couple years.

2. A phase III (imminent or has begun, I'm trying to find out) on a promising psychotrophic (partnering with Novar)

3. The vaccines (3) had real good phase I/II results just presented at ASCO. Very good efficacy with no side effects.

I don't necessarily think the price will go up - short term. But for long term holds, I like the biotech sector - with diversification. But that's kinda why I asked for TA input. (Rainier will probably be able to testify to my ability to do fairly good FA and business case analysis, while being weak TA wise)

I'm very keen on immune based therapies - to the order of doing research into clinical trials for 2 friends recently Dx'ed. On a serious note, if I was in their shoes, I'd be pursuing immune or gene based therapies, especial combinational.

TTNP is admittedly earlier in the development stage than others I hold/am considering (ISIP, VICL and LGND)

I'm trying to ascertain their tech platform. Hope this helps, Scott

OK Susan, Just checked your profile to scan for biotech interest. Found none, but how did ya do the graphics? Thought SI was $ and Cents.

PS, I'm also a member of ASHP, and try to keep up with reading AJHP.
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