Replies to post #143101 on Biotech Values

[bladerunner1717]

McBio,

You can add CLDX to the conjugated antibody category for 011.

You might want to consider ECYT for the same category, although it's a small-molecule drug.

I thought you liked XNPT, but it's not on your list.

How come you don't have ACAD? LOLOL BLRX?


Bladerunner

[jq1234]

I'll replace MITI with MACK, PCYC with ARQL. I still like Ibutinib a lot, have to take profit after big run like that. Here is updated list:

1. Generic/biosimilar/biobetter: PLX, MNTA
2. Small molecule kinase inhibitor: ARRY, ARQL, EXEL
3. Antibody conjugate: IMGN, SGEN, CLDX
4. Drug delivery: NKTR, HALO, ALKS
5. Bi- or Multi-Specific Antibody: MACK
6. Antibiotic: TSRX
7. Established small/mid cap: BMRN, ONXX

[bladerunner1717]

World ADC Conference in San Francisco in October

http://adc-summit.com/


Bladerunner