Biotech Values

[mskatiescarletohara]

Aiming and PGS...regarding exiting.

I learned my lesson the hard way years ago when Triangle Pharma announced a clinical hold on it's pivotal in South Africa, stock went from 18 to 5 in a day. It was brutal, loved watching my money vaporize. I sold took a loss and then bought back in the following year when the stock languished in 2-4 range forever. I recouped my money when GILD bought them. In my experience, it's always good strategy to exit when everyone else is when there are clear problems with the FDA and pivotal results. Only buy back in if you know the company inside and out to make any of your money back.

CTIC's Pixantrone has potential to be a worthy drug to advance if Xyotax fails. I do admire management for broadening the pipeline if the first compound fails, I also admire their strategy in obtaining SPAs for their trials too.

MAXM, and GNTA were crucified this year....do they have anything left in the pipeline?

NEOT which is now SPPI had an AD drug fail and they were forced to implement a reverse, now they have restructured the company by marketing generics to pay for their R&D oncologic programs. Their senior management are former BMY execs and they appear to be developing a sound solid business plan. Their Eoquin bladder cancer drug could be an answer for refractory bladder cancer patients, these patients have limited options, when the approved BCG no longer works. No one wants to have their bladder removed, especially men, who this cancer effects.

katie...