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Biotech / Medical : 2014 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (290)	4/21/2014 8:29:07 PM
From: BulbaMan	Read Replies (4) \| Respond to of 487

Terrific idea, Rick! I’ll pick PGNX from my Contest portfolio. It hit a high of $7.45 on 1/17/14 and closed today (4/21) at $3.63 for a 51% drop. Market cap is $252 million and PGNX should have about $90 million in cash after their February PP, with no debt. PGNX has a promising PSMA prostate cancer pipeline, as well as a targeted radiotherapy program and the stock should get a pop once the FDA reschedules the Relistor Advisory Committee meeting. Here’s a link to their website: progenics.com

To: scaram(o)uche who wrote (290)	4/22/2014 1:50:32 AM
From: fred hayes	Read Replies (2) \| Respond to of 487

Okay Rick, here's mine. I'm going with VVUS. Don't care, just too cheap. You can laugh/cry/throw-up (pick just one) but what we have here is the weight loss drug that actually works and perhaps the best ED drug (now partnered with auxl). Something has to give...(he says, yet again, after being wrong, wrong, wrong). fred

To: scaram(o)uche who wrote (290)	4/22/2014 10:40:45 PM
From: Arthur Radley	Read Replies (1) \| Respond to of 487

Rick, My entry would be Regado Biosciences (RGDO). The stock began the year @$4.77 and by March 19th it had spiked to a high of $14.10, when it started the retracement with most of the biotechs. In about two weeks of trading the stock dropped to a close of $5.85 on April 11th. The drop came on a volume of about 2.5 million shares, however, in the last 5 days the stock has rebounded to a close of $7.27 today on a volume of more than 3.8 million shares trading. A gain of about 25% from the total retracement. These are the relevant events for the stock since the Phase III trial for PCI started back in September, 2013. 1)Receive Fast Track Designation from the FDA--early 2014. 2)Recently had a DSMB review on the first 1,000 patients with Regado receiving clearance to open the trial for all PCI patients. Since Phase I trials began back in 2007, a total of 2,000 patients have been dosed with their REG-1 anticoagulant that has a dual action component for starting and stopping a patients blood flow during a PCI event. 3)Management used the DSMB results to offer a secondary offering in a stupid open-ended share amount that would bring in $ 60million dollars that would take them well into 2015 when they will have the total enrollment of 13,200 trial patients--given them a well powered trial to hopefully achieve a new standard of care--with efficacy and safety for a multi-billion dollar market. The open-ended secondary based on a dollar amount was a gift to those wanting to drive the share price down so that the would have to issue more shares to achieve the dollar amount. 4) Robert Kierlin took advantage of the two secondary offering this year by adding about 1 million shares--he now owns more than 10% of the outstanding shares. 2,000 patients have cleared the safety issue, but anyone should know that the anticoagulant market is a tough nut to crack. Regado has indicated they will be seeking a partnership for the drug--I would like to hope this will occur this summer when the next DSMB review will take place.

To: scaram(o)uche who wrote (290)	4/28/2014 1:20:08 PM
From: scaram(o)uche	Read Replies (4) \| Respond to of 487

Another leg down..... finance.yahoo.com And with "go away in May" on our doorstep, I feel that my contestant challenge will remain relevant for some time. That's it? This is all we get? VVUS RGDO PGNX MGNX Nobody else willing to play? Not even some ASCO ideas? Thanks to the three individuals who responded! Rick

To: scaram(o)uche who wrote (290)	5/8/2014 12:30:35 PM
From: Rocky9	Read Replies (2) \| Respond to of 487

"I'd suggest that we each name a fave among those issues that have taken a hit of 40% or greater" Does it have to be from 12/31/ If not, how about RTRX? A few people here have better insight than I do, but it looks pretty attractive at ~11.

To: scaram(o)uche who wrote (290)	6/12/2014 9:14:54 PM
From: mcbio	Read Replies (1) \| Respond to of 487

Yep, you nailed it for me: MGNX. And I put money where my mouth is recently (it's now one of my largest holdings). XNCR is well on my watch list for consideration as well. I don't put them quite on the same level as MGNX but shares are also a little cheaper too so maybe it evens out a little. But, the breadth of MGNX's novel pipeline, the list of big name partners, and the significant economics MGNX has been able to retain (e.g. U.S. rights to several of their key drugs; big milestone payments for Phase 1 trials) made them a no-brainer recent position for me. We'll see how it plays out.