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io_io

03/03/09 8:25 PM

#2673 RE: rkrw #2670

"nvd is a joke. ctic is a nightmare. Both may well double but both are more likely to go bankrupt where shareholders will get zero."

But both have now what a lot of biotechs have not; approved or will-be-approved drugs. So I would take the other side of your "more likely" even in these credit-squeezed times.


"dndn I think will fail."

The trial, technically ? Maybe. But clearly now after a third trial, whether the p-value is a couple of points short of or over the threshold, it is an academic argument as to whether the drug works. All that may stand between it and approval is the FDA set of "standards" (which is a lot I admit). So I think DNDN sees $6 this summer, upon a BLA filing, easy. And I would be all over it execpt for this aritifical delay. It is that close. And you know what success means.


"Yes of course idix has to deliver some goods."

And the two stocks you diss are at about the same point.



Well thanks for your feedback, it was not sarcastic at all, and we will see what happens.
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io_io

03/16/09 1:40 PM

#2689 RE: rkrw #2670

<"Both may well double but both are more likely to go bankrupt">

Well, it did not take long for CTIC to double. Actually I think it will double again now. That's biotech.

And your picks for the year? I am not sure, but I think you do not like IDIX even at the $3 price?

Probably you like MNTA, seeing as you post on BV. I have always liked MNTA.