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ONYX Pharmaceuticals, AŞ Message Board

  • soflaturtle soflaturtle Jun 30, 2013 9:49 AM Flag

    A more important question for me is...

    ONXX is a large position for me, and I'm already looking down the road. Assuming a deal gets done (and I know there's still risk in that), I'll want to deploy that money into another biotech, or a couple different biotechs.

    I'm looking for ideas of what others are considering. I already have positions in the large players, PCYC, ISIS, and a couple other smaller players. Do I add to my PCYC? Add more small players? Or what?

    Thots welcome, in case people are also looking down the road...

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      • 1 Reply to perezal58
      • Tks, I didn't mention it, but I hold a lot of ACAD, since 6. Just sold some of my CLDX, maybe buy some back.

        For companies like this, "a lot" is not like my ONXX holding, bcse it seemed to me that ONXX was such a sure thing. Neither ACAD or CLDX are sure things yet, imo. Fair disclosure, aside from being a good investor, I know squat about the technology these companies employ, or the chances of success. My opinions are just that!

    • Sof, I'm sitting in the same boat (over 20k shares), and while I've a list of candidates, but none of them are trading low enough to warrant investment at this time.(I also think that ISIS & PCYC are too high now).
      I've substantial position in CLDX and while I believe that in 2-3 years the stock will go up to $35-$40, I probably not going to add to it now. The other candidates that all of them trading too high but worth following are: NLNK, IMMU, VSTM, SNTS, EBS, CCXI. The last two the closest to purchase- if they go down 10%-15% I might buy. I've decided against AMGN. But, what I'm considering (at least for now) is TEVA- the price is cheap and volatility is low.
      BTW, the most intriguing stock is CTIX- the science behind p53 is facinating and I believe totally new approach to cancer treatment and I'd gladly consider them, but someone who is extremely knowledgable and get very high respect on MB says that, basically, you can't trust its management team...
      AMRN is another large position of mine...I think the stock can double this year, but for some reason does not get any respect from Wall Street.
      So, basically, if someone recommending something I'd like also to see suggested entry point...