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Biotech / Medical : Celgene-CELG -- Ignore unavailable to you. Want to Upgrade?


To: LLCF who wrote (333)8/26/1999 8:46:00 PM
From: Miljenko Zuanic  Read Replies (2) | Respond to of 804
 
<<Miljenko... another or your picks perking up!>>

Fact that d-methylphenidate PIII trials was completed 1Q early than planed are finally sinking-in. Also, ~70 T clinical trials (some of them very serious ones and going pretty well) suggest broad market opportunity for this drug. All other is at discount and any good news (like on CELGRO, people very easy forget *background noise* ) may only accelerate investor (or WS) awareness.

<<What else do you like, it's bound to rally soon! >>

I am fundamentalist with min 2-3 years (things do not unfold immediately in pharma business) perspective. So my picks may not rally at all. I buy stock when nobody want them or even hate them (like today NBIX and few weeks ago REGN), or few months ago TTP and CBST.

Anyway, my first pick continue to be REGN, while currently VRTX is the most under-valued (based on strong pipeline) stock, imo.

BTW, I need another 2-300% gain on TTP, CBST, GILD, MLNM, CELG, ALKS, OSIP, ...so please, make it happen. :)

Miljenko

PS: For 6-9 months time frame interval check CBMI. OP-1 looks like sure think (imo) and Stryker is very serious about. It may easily generate ~200% gain at this level.