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OncoGenex Pharmaceuticals, Inc. Message Board

marcpw 1 post  |  Last Activity: Jan 9, 2016 4:40 PM Member since: Jun 8, 1998
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  • May add if it falls a bit more to under a billion market cap.. Platform looks solid, company doing a slow roll-out starting with the no-brainer low hanging fruit of c-dificile. Probiotics comparison is a bit of nonsense compared to potential, these will be engineered drugs that will have to get FDA approval after rigorous trials so beyond the fact yes, you are adding/creating gut bacteria, it's not like someone's going to take some health store supplement for these serious diseases.

    The stock is not super cheap but c-dificile can be a fairly quick route to revenues particular as you broaden out to primary from recurrent.

    If there's one significant fly in the ointment it's yes there will be competition in the space, big pharma making early moves already. It may eventually be easier for them to buy MCRB out at some point than do all the work and get around MCRB IP.

    I wouldn't call th stock a screaming buy here since it still does have a market cap a bit over a billion and the platform will not not lock up the space, but I find if very attractive here, it appears under the radar given the volume and small number of analysts on the last CC, and this can be a hot area that's been talked about for years and they are far and away best positioned. Management also being cautious, not going for complex. things like autism which as been mentioned elsewhere.

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