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 : 2013 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: IRWIN JAMES FRANKEL who wrote (1)	12/24/2012 10:46:55 AM
From: The Dodgy Ticker	Respond to of 410

DELETE

To: IRWIN JAMES FRANKEL who wrote (1)	12/31/2012 12:14:51 PM
From: DewDiligence_on_SI	Read Replies (2) \| Respond to of 410

I object to your ICCC pick since it has an enterprise value less than $10M (my definition of a penny stock) and it has minuscule liquidity.

To: IRWIN JAMES FRANKEL who wrote (1)	1/1/2013 6:58:04 PM
From: IRWIN JAMES FRANKEL	1 Recommendation Read Replies (1) \| Respond to of 410

Here is why? ACOR - Will 4AP work for neurological injuries other than MS? My guess is no. MOA connection seems dicey to me. But if it does, ACOR is cheap. (been in and out - currently out) PS - 4AP is a wonderful drug for some MS patients. ARIA - Peter likes it. (in since 7, bought more on the recent dip sub 20) EXEL I believe Cabo will prove a significant anti cancer or pain treatment. I also think it will get used off-label and with better sales than expected. Dose forms for MTC will work well for other cancers. (In much higher) GENT - What company is profitable without approval? GENT. What company has a drug in the treatment guidelines BEFORE approval? GENT. Wedbush expects approval this month in EU. Df should be used prophylactically and will be in high risk cases once approved. That has not even started yet. Orphan status US & EU 7/10. Unit sales up 40% YOY, pricing could jump close to 100% on approval. Substantial off label sales potential - and that has already started. Do the math. Float thin. Drug revenue likely too small to attract a generic competition. It gets bought out at some point. (own) ICCC - Been kicked out so it is secret. :-) SRPT - The drug works for DMD and is desperately needed by dying guys. (Currently out) MNTA - I do not think gCopaxone is in the stock and think it likely to get approval. (Out after years owning it) VVUS - Looks like the drug works and we/me desperately need a weight loss drug. (Own) XNPT - Peter likes it. BG12 (it will be BIG) should be approved in March. A pro-drug of BG12 has a shot on a big market. (own)