Biotech Values

[apljack]

NVIV- This has been the biggest dog in my portfolio for some time, an epic failure of management with regard to the business end of this start-up. I'm way under water here but will continue to hold on the technological prospects. The procedure continues to show excellent response, and the company has comfortable funding and a first rate list of research sites. The biggest underlying problem with the trial has to do with the 96-hour limit for enrollment after injury; a tough sell for patients/families who have just sustained a life-changing injury.

That said, only the most risk tolerant investors should even consider this. Enrollment will open back up as the deaths were not related to the procedure (as best as I can tell). The company should announce the latest 6-month recovery rates for enrollees in the next quarter.

aj