>> On a different topic, the cancer stocks are doing OK, with maybe an ENMD-bubble developing in SUGN. <<
If SUGN gets out of control, CELG may follow, IMO. No matter how you cut it, thalidomide is a potent inhibitor of angio that is now in-hand.
Is there any update about legislation impacting off-label promotion of a drug?
Let's not call it an ENMD-like bubble?? We're talking known molecular targets, advanced trials and a market that is $2 billion plus. I'd prefer to call it "appreciation based on rationale" rather than a bubble. I am one of those that believe that biotech research premiums of '91 were justifiable, but that investors couldn't differentiate the rational business plans from the hope and hype business models.
>> I currently own smallish amounts of IMCL and SUGN, and bigger amounts of MOGN and SUPG. <<
What, no PCYC? :-)
For AACR and cancer, I've got MOGN, OSIP, CELG, ONXX, SUGN and CLTR.
If I have time today, I'll post some AACR abstracts to the MOGN thread, or at least discuss them. |
