Replies to post #143105 on Biotech Values

[bladerunner1717]

jq1234,

What about ECYT?

What are your thoughts on XNPT?

Would you take a flyer on BIOD like McBio?

Why don't you like SNTA?


Bladerunner

[biomaven0]

Bi- or Multi-Specific Antibody: MACK

I've never looked at them. Is there a particular program that is of interest to you, or is it mainly their platform that you like?

Thanks,

Peter

[DewDiligence]

You don’t have any diagnostics or medical-device companies on your list. I interpret this to mean that you probably don’t have the time to follow these companies closely.

[jq1234]

By the way, FWIW, this was supposed to be my SI entry, didn't put in because I was out of country at the time:


Company Entry Price Size Entry Date

ARRY 2.16 4300 12/30/2011
ARQL 5.64 2000 12/30/2011
CLDX 2.6 4000 12/30/2011
ECYT 3.76 2000 12/30/2011
EXEL 4.74 2400 12/30/2011
MITI 7.19 1500 12/30/2011
NKTR 5.6 3500 12/30/2011
NPSP 6.59 1500 12/30/2011
PLX 4.93 2000 12/30/2011

Total 99994

[DewDiligence]

MACK adds trial arm in phase-3 pancreatic study of MM-398:

http://finance.yahoo.com/news/merrimack-announces-expansion-phase-3-210630192.html

[DewDiligence]

A MACK director bought $500K worth of stock on the open market two weeks ago:

http://www.sec.gov/Archives/edgar/data/1094201/000117911012014195/xslF345X03/edgar.xml

[DewDiligence]

MACK creates new word for the biotech lexicon: nanotherapeutic…

http://finance.yahoo.com/news/merrimack-pharmaceuticals-initiates-cross-tumor-191142193.html

That’s as bad as theranostics, which thankfully seems to have disappeared from use.

[DewDiligence]

Reuters talk up MACK’s drug-development prowess:

http://in.reuters.com/article/2013/05/22/us-merrimack-spending-idINBRE94L12U20130522

[mcbio]

PLX

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

Jq, sounds like PLX disclosed a few new drugs today. What, IYO, are the most important assets for PLX that we should keep an eye on? I'd like to take a closer look at them.

[mcbio]

1. Generic/biosimilar/biobetter: PLX, MNTA

Have you ever looked at Biocon in the generic space? I believe market cap is about $1B and they seem to be one of the few small/mid-cap names that is pursuing the generic insulin analog market (partnered with MYL), which is presumably going to be a huge market in due time. I'm not sure if PLX or MNTA are pursuing this space.

[Double_Bagel]

jq,

It is time to update your list :-)

TSRX acquisition by Cubist is complete.

http://finance.yahoo.com/news/cubist-pharmaceuticals-completes-acquisition-trius-203000413.html

[swampboots]

MACK recovered lately from 2.05 death spiral.