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Stock版 - Biotech discussion club--next picks and trading
相关主题
Biotech--thoughts on AMRN, DCTH, AEGR & DVAXNew drugs look like FDA approval rate very high
Biotech -- revisit HZNP and AMRNHZNP--the reason of selling off
Just picked up some share at 5.7x-- AMRNBiotech HZNP & DVAX
Biotech--AMRN, DCTH, AEGR & DVAXBiotech--AMRN, DCTH & AEGR
All in AMRNWTF, AMRN.....
有人赌AMRN的FDA决定吗Biotech stock revisit and my thoughts
Pharma stocks DAY - DVAX, AMRN, TLON, CRTX - rockets!AMRN适合LONG么?
AMRN haltedAMRN
相关话题的讨论汇总
话题: biotech话题: amrn话题: picks话题: hznp话题: discussion
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1 (共1页)
g****e
发帖数: 1426
1
Had good return on ARNA, VVUS, AMRN and HZNP (could have more on HZNP if not
too greedy. I didn't expect today's dilution or too late to find it). It
seems there are lots of MIT investors like me are insterested in Biotech
companies facing FDA decisions, it would be nice to form a discussion group
for next picks and exchange ideas when trading these stocks. Please reply to
share your thoughts and let's play together.
Here could be a starting point for picking:
http://www.thestreet.com/story/11635300/2/27-drugs-facing-fda-a
We are looking for highly undervalued biostocks having immediate FDA
catalyst. My watch list: ALXA, DVAX.. Please share your opinion on them, or
your picks.
Please actively participate in this discussion if it is of interest to you.
Meanwhile wecome DaNiu's instrutions even if you don't trading these kind of
stocks.
Good luck to you all!!
h****2
发帖数: 40
2
Will add some DVAX. How about NAVB and ZLCS?
S*P
发帖数: 7575
3
Someone started a similar thread a while ago, unfortunately didnt last long.
g****e
发帖数: 1426
4
Lots of nagetive comment from Scott at SA on zlcs
Navb good non-dilution finance, will wait to see after this earnig at the
end of the month.
n******0
发帖数: 298
5
Count me in
r***e
发帖数: 653
6
一堆青蛙,还是蛤蟆?
这类俱乐部这几年里蹦出一堆。有几个还活得好的?当年以heb, 还有什么cell
therapy一类的烂股为代表,现在看看它们还剩几分一股吧。
除非你有专业知识,仅仅道听途说的话,没走多远就得见外婆。
n******0
发帖数: 298
7
要什么样的专业知识?

【在 r***e 的大作中提到】
: 一堆青蛙,还是蛤蟆?
: 这类俱乐部这几年里蹦出一堆。有几个还活得好的?当年以heb, 还有什么cell
: therapy一类的烂股为代表,现在看看它们还剩几分一股吧。
: 除非你有专业知识,仅仅道听途说的话,没走多远就得见外婆。

Y****r
发帖数: 3473
8
I will add exel to the watch list
v**********m
发帖数: 5516
9
Biotech.

【在 n******0 的大作中提到】
: 要什么样的专业知识?
e*******r
发帖数: 1601
10
tlon 8/12 FDA
g****e
发帖数: 1426
11
Just for those still holding HZNP and AMRN to share some of my thoughts:
HZNP: if you believe the approval price should be $9-10, then after 20min
dilution the optimum price should be about 9x33.7/55.7= 5.65 or 10x33.7/55.7
=6.28. So its price could go lower plus short seller.
AMRN: It's price will come back. I think buy-out is most likely in very near
term (after NCE news). Due to huge market potential billion blockbuster and
lack of sale force, it will be bought by gsk like big pharma. Vascepa is
superior to lovaza, Lovaza patent will expire next march 2013. So vascepa is
a good fit for gsk. Also upcoming patent and NCE news will easily move AMRN
sharply. The risk, AMRN goes its own, then dilution.
So if you believe buy-out then buy and hold, otherwise sell.
Small position on D**[email protected] waiting NDA submission news to sell. Also
watching D**[email protected] ALXA@3.
PS: I don't have any position on both as of yesterday. Do your own DD.
l********i
发帖数: 2503
12
ALXA不好,一涨就会增发.
ARIA和SNTS看着不错.还有AEGR
j*********3
发帖数: 86
13
I bought ASTM
g****e
发帖数: 1426
14
Yes, alxa will sell 20min as announced on 07/23. No hurry, FDA decision will
be december.
Game plan on DCTH, if announce NDA submission on the earning, that is very
good news, otherwise buy huge on selling, eventually NDA will be submitted
in August.
Also pay attention to AMRN since gsk or pfe will be potential buyers, NCE/
patent news upcoming.
1 (共1页)
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相关主题
AMRNAll in AMRN
AMRN FREE FALL有人赌AMRN的FDA决定吗
明天值得关注的股票Pharma stocks DAY - DVAX, AMRN, TLON, CRTX - rockets!
DVAX 和 CRTX很可能是下一个ARNAAMRN halted
Biotech--thoughts on AMRN, DCTH, AEGR & DVAXNew drugs look like FDA approval rate very high
Biotech -- revisit HZNP and AMRNHZNP--the reason of selling off
Just picked up some share at 5.7x-- AMRNBiotech HZNP & DVAX
Biotech--AMRN, DCTH, AEGR & DVAXBiotech--AMRN, DCTH & AEGR
相关话题的讨论汇总
话题: biotech话题: amrn话题: picks话题: hznp话题: discussion