My current top picks are MNTA, MITI. I like the following as well for similar reason, but they are not as cheap: PLX (similar to MNTA in a way), SGEN (similar to MITI). There are others I like as well, but I would not put them as long term hold candidates.
Yes, I have MITI on my watch list as well and I think they look fairly interesting and the stock is not as expensive/priced for perfection as, say, SGEN.
We talked before about PGNX. After having listened to both the PGNX and Salix CC regarding the Relistor deal, I'm strongly considering a position in PGNX. The $60M up-front goes a long way for PGNX and they don't have to spend another dime on Relistor. As you said before, Salix appears to be a good partner for the drug and has done extensive due diligence on the drug and could very well be succesful where Wyeth/PFE failed (reasons Salix gave for lack of success really pertained to Wyeth being involved with the PFE merger shortly after launching Relistor and just not enough attention being given to the drug as a result). Phase 1 prostate cancer data is coming this week on PGNX's PSMA drug. PGNX is using SGEN technology (along with Abgenix) on that drug, so it will be interesting to see if there is any buzz generated with these results though my expectations remain tempered given prior PSMA failures. (I'd love to be wrong if I do take a position in PGNX prior to the release of those results though.) I still think some newfound hope for Relistor alone, coupled with the nice financial shape, makes PGNX look interesting at the current valuation.
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