Biotech Values

[rstor1]

Sold half my TKTX today and got some PTN to bookend my NSTK. Main short-term attraction was the imaging product. CIBC estimated peak sales of 100mil w/ PTN getting 35%. Of course, that's after label expansion (so we won't count it as part of the pipe, PGS). Investors waiting for the erection drug to show something, but the company now has greatly reduced risk.

I'm keeping the rest in cash for some bottom fishing over the next couple of months.

Nice move on GTCB, DEW.

Regards,
Bob