What other biotechs are you guys looking at these days?
Your pick of Celldex was, and is, wise. You posted six months ago, and at that time CLDX was at $3.98 for a short time in late April but has been in a steady climb all year. This week Celldex broke into $6.00 convincingly. Lots of Catalyst through the end of this year, and according to the CEO, Celldex is speaking with several partner suitors. I Think we will see many more upgrades this year as the excitement surrounding CDX-011 continues to build.
NewLink Genetics may be the next big thing in Immunotherapy .Phase III trial with SPA in post surgical Pancreatic C , with two planned interim looks first expected early next year second mid next year. Phas II results outstanding presented at ASCO last June. 1 billion US market 100% owned! 4 analysts follow all buys do your own DD.
I really like GenSpera (GNSZ). About to kick off their first Phase II for G-202 with trial sites in US and UK. Also about to uplist from OTCBB to NASDAQ.
Technology platform is a prodrug approach to attacking solid tumors. In theory, better than ADCs because the drug is activated extracellularly, so you get "bystander" effect -- more potent and doesn't require every cell in tumor microenvironment to express the target.
G-202 targets enzyme PSMA, which is expressed in vasculature of new tumor growth, so G-202 collapses existing tumor vasculature. Think Avastin, only much much better -- seriously, G-202 has blockbuster potential.
GenSpera technology was developed over decades at Johns Hopkins.