Replies to post #117383 on Biotech Values

[gdollasign]

thanks jq.

[ghmm]

Maybe I should look at some of your other picks :-). You have 4 of the ones I own and aside from some small and positions I follow for family I only have 1 other!

[DewDiligence]

Do you have a double position in HALO? (It’s on your list twice :- ))

[pastemp]

Dew-Comments on BMY Hep C results released today.

[jq1234]

1. BiTE antibody/immunotherapy: MITI, CLDX
2. Generic/biosimilar/biobetter: PLX, MNTA
3. Ultrafast insulin: HALO, BIOD
4. Small molecule kinase inhibitor: ARRY, PCYC, EXEL
5. Antibody conjugate: IMGN, SGEN
5. Drug delivery/modification of existing drug: NKTR, HALO
6. Established small/mid cap: BMRN, ONXX

I should add, in Antiviral/antibacterial space, I like VRTX. However, VRTX is almost big cap now, which is why I didn't list it. I haven't found small to mid cap I really like in this space yet.

[mcbio]

Re: BIOD

Here is my list of candidates:

1. BiTE antibody/immunotherapy: MITI, CLDX
2. Generic/biosimilar/biobetter: PLX, MNTA
3. Ultrafast insulin: HALO, BIOD
4. Small molecule kinase inhibitor: ARRY, PCYC, EXEL
5. Antibody conjugate: IMGN, SGEN
5. Drug delivery/modification of existing drug: NKTR, HALO
6. Established small/mid cap: BMRN, ONXX

Curious to hear more of your thoughts on BIOD given that I see its market cap is under $60M. This is a name I've never followed though I see there was some discussion last year on the board. What are the key pros and cons for the stock? Looks like they're having to re-do Phase 3 trials for their ultrafast insulin; is that right? After a quick look, looks like they have roughly a year of cash on hand so they may need to do a financing soon I assume. Any buzz on partnering in lieu of any financing?

[Double_Bagel]

JQ, Any news on MITI? It has climbed from 5 to 7 in a month on no news. Luckily I got 1000 shares at 5.5 which I am holding for a long long time :-)

Here is my list of candidates:

1. BiTE antibody/immunotherapy: MITI, CLDX
2. Generic/biosimilar/biobetter: PLX, MNTA
3. Ultrafast insulin: HALO, BIOD
4. Small molecule kinase inhibitor: ARRY, PCYC, EXEL
5. Antibody conjugate: IMGN, SGEN
5. Drug delivery/modification of existing drug: NKTR, HALO
6. Established small/mid cap: BMRN, ONXX

[mcbio]

Here is my list of candidates:

1. BiTE antibody/immunotherapy: MITI, CLDX
2. Generic/biosimilar/biobetter: PLX, MNTA
3. Ultrafast insulin: HALO, BIOD
4. Small molecule kinase inhibitor: ARRY, PCYC, EXEL
5. Antibody conjugate: IMGN, SGEN
5. Drug delivery/modification of existing drug: NKTR, HALO
6. Established small/mid cap: BMRN, ONXX

Alright jq, it's been well over a year now. Time to update the list. We can safely remove MITI since they got bought out (well done on that one). I imagine ARQL probably makes your updated list. Who else gets added (SNTA?)? Who drops off?