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Biotech / Medical : Biotech & Pharma.T.A, -- Ignore unavailable to you. Want to Upgrade?

To: Jibacoa who wrote (3300)	8/4/2015 1:31:01 PM
From: Jibacoa	Respond to of 3722

While looking at REGN's 2ndQ report, it reminded me of Fidelity's Biotech Fund and its major holdings. <g> The Fidelity Biotechnology Fund has a pretty good record.<g> And these are reportedly its 10 major holdings: fundresearch.fidelity.com CELG has been under some pressure after its recent public offering. It raised $8 Bs., and is buying RCPT, so we can eliminate RCPT from that list.<g> finance.yahoo.com And add in its place AGN, which sold some of its generic business to TEVA for $40 Bs., and could be looking to put that money to use. May be on some of the Biotechs on Fidelity's list..<g> http://247wallst.com/healthcare-business/2015/08/04/3-potential-huge-takeover-targets-in-biotech/ It seems that buying the Fidelity Biotech Fund is not a bad choice. But trying to cherry pick, I would buy REGN, AGN, ALXN, GILD, in that order, and add BIIB after its recent slump, since it seems is on its way to recover.<g> Bernard

To: Jibacoa who wrote (3300)	8/5/2015 9:58:24 AM
From: Jibacoa	Read Replies (1) \| Respond to of 3722

OPHT reported its 2nd Q results early this morning.<g> finance.yahoo.com There was no action in pre-market trading. They have been trying to push the stock down below its EMA10 on the daily chart.<g> It dipped a little below that in the first 5 minutes of trading, but it is now above it, and above the $68 level, albeit it is still down from yesterday's close. My protective stop loss order hasn't been triggered and I may add some to my position if the stock can close above Monday's H of 71.77 <g> Bernard

To: Jibacoa who wrote (3300)	8/5/2015 12:59:40 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 3722

FOVISTA first P3 read out (IF they reported each trial separately) is ~+9 months away (~mid 2016), so any move, right now, is premature. REGN competing drug ( from ophr pr: ...subject to delays related to the summer season and/or the initiation of competing trials.....) will have P2b read out at the some time, so "intriguing" double binary event. Regards the Zimura in IPCV, it is only 5 pts trial, so what to take out of that???? From pr: and the initiation of our Phase 2/3 dry AMD program with Zimura....FROM WHERE this come in????? Move Dr. David T. Shima from Roche to OPHT, ...???? maybe he/she (?) want to be "pioneer" in treatment for dry AMD/fibrosis? PS: Hope your stoop trigger was good one.