DDDP has a good cash position and looks like they have good collaboration revs but the pipeline is thin/nil. DDDP and VICL trade at a similar Price/cash and VICL has a pipeline and very low burn rate. I personally would switch to VICL if the person already has GNTA and want's some diversification. There is no reason to own a biotech (except for trading) until they get into phase III (IMO).
Thanks for the help. This person doesn't own GNTA, and I mentioned VICL as a watch list candidate (and one of my old favorites, NERX).
The story on 3D seems like the exact opposite of GNTA. Good cash pos, parnerships, no pipeline, GNTA has mediocre cash pos (soon to change), no partnerships (also soon to change) and loaded pipeline (no change here).
Woof!!! Seriously, I don't know too much, only that they're a ways off. As everything went up, they did- not much. I own too many biotechs to know about most of them. It was one of those biotechs I bought with a "wake me up if this ever pops" attitude. I own 500 shares @11. I know at some point I owned 1000. For me to sell it must have meant that I was fed up. That's not to say it doesn't have potential, but there's a ton more out there.