StocksDiva Bio Bin

[PoemStone]

Four Biotech stocks to watch and why; [Preciouslife1]
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=79647536

and ACHN dips could be opportunity

These are the four biotech stocks that have come onto my personal radar screen and I think enough of them to be long in some.
ACHN, Topline data on ACH 3102, a Protease Inhibitor to treat Hepatitis C is in progress and coming due soon. I think ACHN is on track to outperform the overall market. I do believe ACHN is a eventual buyout target and could climb all the way into one in a similar way that VRUS did before Gilead bought them for near $11 Billion.

ONTY, Lead Pharma Merck KGaA , partnered with ONTY in Stimuvax to treat lung cancer is wrapping up a global Phase 3 clinical trial that has taken years n tears to get to this point. I assign about a 67% chance at accomplishing something never done and something rather significant. That said - a 33% chance of not making the cut -- or even a failure, or "immuno flop" as says Adam, the king crap of the short sellers claims- is something to be considered.

My take is some ONTY is enough if stimuvax succeeds. That said, I added some ONTY when it was the "stock of no name" in the 3's and it's now in the 5's. I think ONTY is on track to stagger the market should stimuvax succeed in the final count, early next year. Staying the Desert Camp on ONTY and plan to wait on the data early next year.

PPHM and LPTN.OB - These are two stocks that look to be onto something of impact in new antibody compounds that surpress the bad things that contribute to various ailments and help the immune system to rebuild around that ailment. Indeed, PPHM's announcement that their phase 2b lung cancer trial of bavituximab resulted in survival times double that of standard care. Even the King of the shorts, although skeptical at first, said he would not short PPHM and said the results were assume, if true. He could not find a "smoking gun" against the results which followed gold standard practices and said it could go to 10 on partnershipe news. I think Merck KGaA is interested and I will detail why in a future post.

LPTN has a platform that develops similar compounds and has one that restarted a trial in treating eye disorders. LPTN is what looks like a sleeper stock, but it's on my radar now. Here is a recent article on LPTN that highlights the developments and compounds involved.

http://finance.yahoo.com/news/fda-lifts-clinical-hold-lpaths-123100683.html

That's my take on biotech today. It's monday. While ACHN is seeing some minor profit taking on it's recent run into the 8's, I believe it's on track for higher and dips like we see today may be opportunity knocking.

http://stockstowatch.blogspot.com/