Short Ideas

[gfp927z]

CHM, Polymedix showed an unusual amount of detail on those slides for an investment presentation. But Cellceutix has gone to the other extreme, with only sparce data, which is more typical. But expecting complete efficacy from a single dosing of an antibiotic is so unheard of that it's only natural to want to see the full unambiguous proof of efficacy, not just a vague 20% reduction in 2-3 days.

Most of my detailed biotech notes were thrown out several years ago when I decided to stop investing in biotech and just follow it 'for fun', so to remember all the details I'd have to refer back to some of the old I-Hub posts.

Biotech is so complex and difficult, trying to microanalyze every bit of info may be futile in the end anyway, since even a PhD will likely draw inaccurate conclusions. Instead, having modest positions in 6 or 8 promising companies to spread the risk is probably a better strategy. Much smarter investors than us have been humbled time and again by this sector.