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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (12008)	12/28/2018 10:53:37 AM
From: scaram(o)uche	Read Replies (4) \| Respond to of 12215

OK, we've got a list. Now we need some comments about the issues on it. AFMD..... huge overhang from Tschira brothers still out there, my guess. They had dropped under 10% ownership, last report. FDA says (of course, we never know this for sure) that company has a chance to make next AFM13 trial a pivotal test. AFM11 trials still halted, and FDA personnel may be furloughed, for all I know. Lotsa biobucks, and, IMO, some will be low hanging fruit. First expected biobucks, later part of '19. Love the preclinical program, AFM13 loading of adoptive T cells. R&D Day presentation well worth a listen. affimed.com Subject to plenty of tax selling, but feel that major shareholders continue to dump. So I'm not expecting a new year's rebound without news. Have continued to add to position, and now have a chunky chunk. Basis down to 3.08.

To: scaram(o)uche who wrote (12008)	12/28/2018 1:08:51 PM
From: tuck	Read Replies (2) \| Respond to of 12215

Perhaps start prioritizing by nearness of catalysts . . . so, of these on my radar at all: URGN Olympus P3 data Q1/19: know nothing about the the odds. Will look. FGEN MACE data late Q1/early Q2/19: have done research, and think the bear case is superficial and weak. Bears may be painting roxa with an epogen brush wrt to cardio safety, and they are just not looking deeply enough at available studies and data, IMO. Possible (but unlikely given dosing) left field effects of hitting the target not likely to show in the time frame being studied. Repositioning portfolio to overweight this even more. See Pointer to Tuck's FGEN cardio tox research VKTX animal tox data in first half 19: not much to add wrt to "success." Clues in old Metabasis studies, perhaps? Others here have likely covered this angle to the extent possible, will let them speak. I'll check up on URGN instead. I'll throw two more cheapies into the mix that have next quarter catalysts: FCSC. I know zero, but it was mentioned by a respected biotweeter. SLDB. Know nothing. Maurice follows it. Cheers, Tuck