Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Infinity Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (177)	2/24/2011 3:04:19 AM
From: tuck	Read Replies (4) \| Respond to of 210

I have been doing some digging on Infinity recently. Their compound targeting smoothened in the hedgehog pathway looks interesting, as does their PI3K inhibitor that goes after the delta and gamma isoforms. The different isoforms have rather different traits, so, although there are many PI3K programs, none are much farther along, and all look pretty distinct. A company that had a delta isoform inhibitor just today got munched by Gilead: calistogapharma.com Other approaches involve dual selection of an isoform of PI3K and something else, like mTOR. The rationale is given here: pharmastrategyblog.com Oddly, this Phd does not mention the isoforms, but here's more than you wanted to know: ncbi.nlm.nih.gov Infinity's latest goals here: investor.infi.com I like that they have enough resources to get them past several inflection points. With over $4/share in cash and fairly slow burn, downside seems limited. While I think the Hsp90 program might as well be dead, the above mentioned compounds and the FAAH inhibitor give it multiple shots on goal yet. investor.infi.com FAAH inhibition has seen a rash of patenting activity lately, but INFI is not behind. IP issues should not be a problem; everyone seems to be developing different chemical means of hitting the target. My Mom's portfolio still has some of this through the DPII munch, and I might add. The stock is not very liquid, and any news could provoke a pretty violent reaction, but again I don't see it getting much below $5 unless there's a major blowup. Even then, I'd think $4 is a floor unless more than one major blowup occurs. The upside is much higher, so risk/reward looks pretty good. Cheers, Tuck PS How the hell are ya and the family?