Cerus Corporation (CERS)

[mogman]

Somehow I (and probably others) have seen this movie before. It is the Cerus trial review by the FDA where just one recalcitrant board member out of 16 has a reservation about the coming product's efficacy. It happened a few years ago and became the buying time of dreams. If it happens again the window would last a few weeks for everyone to take a big bite of stock on the cheap.

Personally, I do not feel that scenario will play out again. The current cold weather and snow have put a huge crunch in the USA blood supply in areas such as NYC, NY. That effects elected officials. A looming kink in blood shelf life that could be related back to a public official in the FDA or House and Senate, caught with their thumb on the scales of medicine, in this health care hurricane, is very bad political press. Cerus is not just blood safety as it claims. It is a world class system that is first reponder life and death. Cerus' rise should make Pharmacyclic's (PCYC) meteoric climb from 80 cents in 2009 to 130 dollars in 2014, look like a flatliner.

I have held this stock for years and added to it mightily. There is just no way to know when the rises and falls will take place. A few day-traders do well. It is inevitable that the current 3 trials will hit the payoff. PCYC is not through their clinical phase II trials for their application in the world of cancer therapies and the stock went bananas with analyst's target at 144 dollars.

My feeling, and the one by which I live, is buy it and hold it. Stick it in a drawer that says do not open until 80 dollars.