gfp,
Not sure how I came across NTEC. Probably, it was going over all the picks in the SI Charity Biotech Stockpicking Contest. (Dew won last year and always does quite well. You should enter for 2017. It's free.)
With NTEC, besides the positives that you mentioned, the institutional ownership is quite impressive, IMO. The IPO went off at $6, so you can still buy it at the IPO price.
On the negative side, Phase III results won't be announced until sometime in 2018.
In recent presentations, they are de-emphasizing the sleep drug and putting more emphasis on the cannabinoid drugs. But everything hinges on the Parkinson's drug.
I like the risk/reward. I've been buying like crazy, since I have all that cash from the CYNA buyout.
I also like AFMD and TRIL, and, as a longer term play, I like MEIP. SMMT and TCON are on my watch list, along with SYRS, RGNX and RVNC.
Best wishes,
Blade
