$heff's $tation of $tocks & $olid DD

[spartakis1]

ISIS IMGN

Bauman: We talked earlier about liking self-financing business models. A lot of small and midcap biotechs are constantly refinancing in the capital markets. Isis and Immunogen (IMGN) have both found a way to raise money through partnerships with big pharmaceutical companies. And they have platforms of technologies that treat a variety of diseases.Isis has more than 15 drugs in their pipeline. Immunogen has more than 10. So with each you have multiple chances to bring new drugs to market over time. That's important because most new drugs in early stages (of research) do fail.These companies continue to grow their pipelines without having to tap the capital markets.Isis had one new drug approved earlier this year. Immunogen had one approved this year. These are the types of companies we like. Lots of cash on their balance sheets because of partnerships. Lots of shots on goal.


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