Thread has been so quiet of late, most
of us are getting brutalized I guess...
I've done a major overhaul on my picks since
I first posted here...I thought I'd go over
some of the changes. I'll just go over what
I own...not what has disappeared since I first
made my picks. I still just own microcap biotech,
and have no interest in other sectors right now--
the best values are here.
1. ARIA
I still own Ariad, underwater quite a bit since
I got back in at $2 after that pop up to $4...I
added a post to the ARIA thread regarding stuff
I, and others, found which mentioned NF-kB...the
stock seems to have made it's bottom with
the most recent round of convertible dilution...
whatever. I suppose platform companies just get
reamed in this market...but a marketcap of 30M
for a company which can, with gene therapy, induce
EPO production in primates--and regulate it, deserves
a market cap of a Billion. I just don't get it.
I own a bunch of warrants which will expire worthless
in May, so sad.
2. CTII
No news to report, an article in sciam did nothing
to liven up the stock recently.
3. CNSI
Any day I am hoping to see clinical work for rhGGF2 begin,
which would be just the sort of thing to zip up the stock,
which has been languishing right near book value.
4. MAGN
This one is new to my list, I've traded it before, but
never have I owned it and felt like I do now--like an
investor with genuine enthusiasm. Squalamine really does
seem to be useful...note...the froggie diabetic foot ulcer
cream was a bust apparently, athough the company has sent
a response to the FDA panel, so you never know--could
still get revived. But getting back to Squalamine, I
found several good posts on Yahoo, and there are a
couple of good abstracts at aacr.org, I am very excited.
5. NTII
Some financing in the works, Dr. Castro has reported,
still great hopes, a wicked spread, like most of my
stocks.
6. SIBI two new compounds the Company believes are the first
selective compounds for a particular subtype of metabotropic
glutamate receptors. These potent, subtype-selective compounds
are the first known to be effective as antagonists of an excitatory
amino acid receptor named metabotropic glutamate receptor
subtype 5 (mGluR5) which is regionally expressed in the human
central nervous system.
7. ONXX
A new one for me, it has been sited as a takover candidate,
I think it was McCamant...plus 015 is just very exciting, don't
know why the heck I was tying up my money in TGEN.
ONYX-015 is a genetically engineered adenovirus that, in prior
preclinical and clinical studies, has been shown to replicate in
and kill tumor cells deficient in p53 tumor suppressor gene activity.
Genetic mutations that impact p53 function are the most common type
of abnormality in cancer, occurring in more than 90 percent of
human cancers. Wonder if Chiron might take them out for $20.
8. REGN
Also a new one for me...looked like one of the best
values off the Value spreadsheet, so I read the thread and
decided the price was right the other day. Immediately the
damn thing when down 15%, oh well, part of the game. Here
is the url to the latest iteration of the biotech value spreadsheet.
Message 8762838
9. MBIO
Finally, my GMED has now conveted to MBIO, just about the
only thing moving up in my portfolio now. The new company
is called Valentis
valentis.com
biz.yahoo.com
Anti-Tumor Efficacy Demonstrated With Endostatin Gene Medicine
--MM |
