Biotech Values

[AlohaDan]

Dew

Crowded cancer arena.

Why I think diversification in one's biotech basket has to be across different diseases.

DSCO sufactant for RDS< ARDS< asthma

COR/PARS Neuro

GENR macular degeneration

MBPLF Obesity/Pain

CJC Diabetes

IDBE fluvaccines

ACUS cardio imaging/drug delivey

etc.

Within cancer I go for competing platform mechanisms

NVGN multi signal transduction signaling

DNDN immune inhancement via DCs

etc

The other thingI look for in cancer drugs is first line potential. Really not interested in drugs that extend life span 1-3 months.