Replies to post #114666 on Biotech Values

[zipjet]

How about EXEL?

This week we will get more data on XL184 as abstracts release Tuesday at 6:00 PM ET.

Thursday there will be a webcast to discuss the data starting at 6:30 AM ET (1.5Hr).

The "n" should jump 2x-3x and the treatment term increase substantially.

I am guessing that bone met resolution in CRPC will top 90% (early data was 19/20).

Of course, the data is early and there is always the question whether it holds up.

Stock has had a substantial move since biomaven mentioned it. So even with good results it may be vulnerable to profit taking.

EXEL is "cleaning" MNTA's "clock" - to turn one of DD's phrases around. :-)



ij

[jbog]

mcbio,

Pharma, both large and small coupled with biotech's have been treated like the redheaded stepchild recently. I don't expect that to change.

Dew's global demand theory is correct, but initially there is an level that's one step below the end producers. When we listen to the major companies they have one common complaint and that's their commodity costs. That's the place to be.

The big question is if commodities choke the world. How high can gas prices go if we're still on somewhat shaky ground yet gasoline is at $3 plus?

[pcrutch]

I agree. I am very interested in what small-cap companies Dew finds interesting. Care to give an opinion on $NVAX , $IBIO , $CBLI , $AMRN and say $PLX ?

Also wonder what the board thinks about $SGEN / $ONXX / $BMRN

[jq1234]

For small biotech companies to be candidates for long term hold, the key is to have technology platform in my opinion to help minimize risk.

My current top picks are MNTA, MITI. I like the following as well for similar reason, but they are not as cheap: PLX (similar to MNTA in a way), SGEN (similar to MITI). There are others I like as well, but I would not put them as long term hold candidates.