Biotech Values

[BTH]

ONT-10 is sure to be the talk of all mouse models and xenograft models.

The only reason ONTY should be a decent trade here is because of their PI3K drug. ONT-10 is a fairy tale as far as I am concerned - Stimuvax is a gamble. At least PI3K is a validated target and early results have been pretty good - good enough for them to hopefully extract $100 million upfront from a potential partner at some point. Wasn't it Gilead that paid nearly $600 million for a company that had one PI3K drug?

I am long, because I am gambling on STIMUVAX. I still think Bob Kirkman is an unbridled moron.