Read the following clear, incisive piece by Jeff Grossman: http://jgcaesarea.blogspot.co.il/2012/08/monoclonal-antibodies-for-dummies-like.html If you have read it, then you will come to the conclusion that one would be wise not to look to the movement of investment funds as corroboration of CGEN's science. A year, or less than a year from now, today's sellers will be left with egg on their shirts. I firmly believe that what CGEN is accomplishing will be transposed to sales and when that happens today's sellers will not understand quite why they misread this company. Read the above blog and judge for yourself. Listen to the last conference call. The notes are clear.
Sometimes people are forced by circumstances to sell. This is not the time to sell. It's the best time to buy IMO.
Firstline investor - one of the Oxford club letters. I don't love all of the research out of this organization, but I do find some of the writers more informative and it gives me a few places to start research on my own. I love it when they tip their hand a little and make these oblique references to keep you "wanting more", and I already feel as though I have found out what they are "investigating".
The stock (likely due to an institution liquidating their position) is now an extraordinary buy. We can't know how low the price will go--but the odds strongly favor at least one commercial deal within a year, and a doubling of the stock price when the announcement comes.
I am unaware of a better stock market buy at present, and I continue to accumulate with every dip.