hey earnings clue, weren't you on the SNTS MB ? I think i recall your posts, they were good.
i picked up a few shares of PFNX as well last week - like the story.
CLDN chart looks interesting, and their financials are decent. I tend to avoid these pure clinical plays at this point in my life because of risk, but I will sniff around a little more - approximately when is their next catalyst milestone ?
Thanks for the heads up. BTW, another good one is CNCE, it reported this morning. Smart management over there.
hey Oakdesk, I don’t know what kind of investor you are, and whether you like Rev based Bios or Bios in clinicals (riskier of course). In other words, pick your poison.
Also, things have gotten a little expensive out there, I have been scaling out of the more speculative names and will hope for a pullback. Some great names that I am invested in are GILD, CELG, BIIB (in and out), MDVN, and of course PCYC
Some great names that are a little expensive (actually many are in this category right now) are VRTX, REGN, INCY - have scaled out.
Some great spec plays are ACAD, RCPT, TTPH, CEMP, RLYP, MGNX.
Some interesting quasi bios (really healthcare) with growth prospects are PTX, MDXG, DYAX, SGMO, KPTI, AKRX. Some people like the royalty plays like SGEN, LGND … not my bag.
Others will probably pipe in, I typically play the post FDA approved names (been burnt once too often on the binary plays) and try to spot names which have a likelihood for buyout - got lucky with SNTS, TSRX, CADX, ITMN, NPSP, and lately SLXP and PCYC. if PCYC buyout is legit, watch MDVN.
well if there is any truth that NVS is a bidder for PCYC (who is effectively married to Janssen, part of JNJ) then why couldn't another company bid on MDVN ?
yeah, I told of buddy of mine to sell his GILD - that is a guarantee it will go up
you have more shares than me, I sold 500 on the way up so only have 500 left !!
did not see the AF bomb on PTCT, sold 40% of my position an hour ago. I will look for AF's heartwarming article.
I know I know - bulls make money, bears make money, pigs get slaughtered ... but isn't this a crown jewel ?
with everything going for it, and with JNJ patent problems with Remicade ?
I hear you, and ENDP SP will be higher than $85 if they end up bidding. I heard ENDP was selling a unit to Boston Scientific today, not sure if this is true.