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Re: None

Wednesday, 01/11/2017 5:37:55 PM

Wednesday, January 11, 2017 5:37:55 PM

Post# of 37220
As I said before I'm mostly out of this, except for a Hail-Mary 4000 shares. Got tired of CTDT's pathological inertia. My two current speculative holdings are AMRS and MDXG.

AMRS (Amyris) is a sub-dollar biotech that started with funding from Bill and Melinda Gates to synthesize cost-effective quantities of a natural anti-malarial, using gene-modified yeast (and did). They've turned the yeast cell into a programmable factory, and automated the programming process itself to "grow" biofuels, flavors & fragrances, drugs, special lubricants, new compounds for DARPA... they have quite a list, and patents and patents-pending out the wazoo. 2017 should be a big year. I have 12000 sh.

MDXG (Mimedx Group) is I think a real buyout target, mostly because (1) they're making money, and (2) no one else does what they do: convert collected afterbirth tissue into the most effective chronic-wound-care materials on the planet, and other therapies. The CEO has engineered at least one other start-up into a lucrative buyout before. I think they're at a good entry point now (though it could dip lower), and I just added some for 2200 shares total.

But do your due diligence!

Granted, synthesizing diamond with a flip of a switch would be a hard act to follow. But I think Centaurus is getting leap-frogged by other advances out there even as I write this. They might still be able to carve out a profitable niche though.

What does Snaper actually want to do? How old is he now? Is he still of sound mind?

[Oops--MDXG jumped to almost $9 after-hours just now. Could be an AH blip though.]

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