Its a tough call because we are in a major dynamic shift. Gild is making 4 billion a profit per quarter and they pay off that debt in a couple years who knows. CLDX has the most interesting dynamics and would be the one to go from 20 to 100 in a few months. That would mean Rindo approval and Gpnmb approved within next year. I think we see PD1 trials with Roche in triple negative as well. We are in a dynamic market and I think cancer will be a tough call in 10 years but mental illness is what cancer was 15 years ago. CLDX is always my number one pick but the big boys are very strong. Celg, Amgen, Novo, BMY and Roche but they could settle down. I want the next ALNY, ISIS and CLDX fits that bill but I want to diversify away from oncology. Actually XON could be the top dog of all in 5 years because they are a pure diversified company. I will probably go back and add Mack I had it at 3 and 4 and didn't keep enough of it or long enough. CLDN has the most potential to be go up 50 dollars in one day but be very careful.
Alot of good companies and these companies are better at what they do than 15 years ago. Please share any picks, I am always interested in market dynamics and picks.
Please share your list: I keep a wide range of options from long term to disease state. 60 percent of drugs in research are in oncology:
If anyone has any mental illness plays please share, mine are Roche and NERV you could throw in a Ludbeck but do not own.
All of these companies are worth a few minutes of glancing at. CLDX since 4, Gave Celladon two years ago before IPO and XON before IPO. TKMR at 6 and ISIS at 12.
Stock are more expensive now so be careful.
Europe: Ablynx, Galapagos and CeRenis Therapeutics.
5 or Under: Idera -Idra
Generic Companies: Sagent Pharmaceuticals
Rare Treatment: Rare Ultragenyx, (RARE), Fibrogen (FGEN)
Expensive: Blue, Kite.
Interesting and Expensive: Celladon, Esperion
Good Entry Points: Achaogen, Vascular Biogenics, Aquinox, NovoNorDisk
TOP Dog: Amgen, Roche, Gilead, Novo NorDisk,
Possible Huge Years: Gild, CLDX, XON, TGTX,
Great Science: Atra Atara Biosciences, Calitheria (CALA)
Worth Looking; Five Prime Therapuetics, ISIS, BMY, SNY,
Low dollar: APHB, SYN
Best in show if clinical trials positive: CLDX
Best Long Term: Amgen, Roche, GIld
Tekmira, REgulus and Prothena all worth looking up.
Best unknow sleepers: NERV, Addex therapeutics ( these are mental illness plays)