Biotech Values

[RockRat]

Of interest might be Infinity's delta/gamma inhibitor, though it's a bit farther behind. Seems to be the only one hitting that particular combination. Has CAL101 had really recent, good results that would account for Infinity's levitation after its recent clinical failure (because INFI's PI3K inhibitor also hits the delta isoform; about the only other thing in the pipe is a FAAH inhibitor, but it's even earlier)? I'm still trying to figure out why INFI is not in the mid single digits.

Anyhow, some further comments/digging on the INFI PI3K program here:

http://www.siliconinvestor.com/readmsg.aspx?msgid=27191565

and here:

http://www.siliconinvestor.com/readmsg.aspx?msgid=27194473

I sold INFI in the $7s, before the clinical faceplant (926 whiffed in pancreatic cancer in January), and was shocked to see it bounce from mid single digits - where I thought it belonged - to double digits. Still don't understand why.

Regards, RockRat