| Message | Subject | Recs | Date/Time (ET) |
| There was a company way back when Bolar Pharmaceuticals, their trick to getting | Biotech Valuation | | 05/15/2013 04:45:02 PM |
| Bristol and their PD-1 inhibitor? Merck and Roche are on their tail as well.
T | Biotech Valuation | | 05/12/2013 02:11:54 PM |
| HIV data presentation. | Biotech Valuation | | 05/07/2013 07:07:11 AM |
| Rick......for you....
http://www.youtube.com/watch?v=RI9wiygIrrU
| momo-T/FIF | | 05/06/2013 11:23:25 AM |
| Incredible chart since their IPO :) 9+ years of futility gets them to a revers | Cytokinetics, Incorporated ( CYTK) | 2 | 04/29/2013 12:37:27 PM |
| I would say it is completely insignificant at the moment. If you have a spare fe | 2013 Biotech Charity Contest | | 04/24/2013 07:05:35 PM |
| Don't jinx me, it's only April! | 2013 Biotech Charity Contest | | 04/22/2013 12:04:38 PM |
| It is already approved in Europe and at least judging by a few patients I found | 2013 Biotech Charity Contest | | 04/19/2013 06:38:36 PM |
| Just got the automated call, Cambridge is still on code red lockdown. | Biotech Valuation | | 04/19/2013 05:55:13 PM |
| That program is gone.
They licensed an orphan drug from biomarin a few weeks b | 2013 Biotech Charity Contest | | 04/19/2013 05:49:41 PM |
| New Procedure Shrinks Prostate Without Surgery
'Prostatic artery embolization' | Biotech Valuation | | 04/19/2013 11:11:58 AM |
| Baker Brothers owns a ton of RPRX. So not all retail. | Biotech Valuation | | 04/18/2013 05:21:13 PM |
| I'm ok as well. Safely watching at home. Sad day.
My thoughts are with the vic | Biotech Valuation | | 04/15/2013 06:26:39 PM |
| It is a misnomer. All TKI's are "dirty" drugs. | ARIAD Pharmaceuticals | | 03/27/2013 09:12:38 PM |
| I'm sure it happens to everyone but this week I was thinking, dang, too bad I di | 2013 Biotech Charity Contest | 1 | 03/16/2013 02:27:52 PM |
| That's terrible but sad it's not surprising at all. | momo-T/FIF | | 02/28/2013 11:16:30 AM |
| I agree. I liked #2 best. | Biotech Valuation | | 02/20/2013 10:37:14 PM |
| Last 3 for me. | Biotech Valuation | | 02/20/2013 05:00:12 PM |
| They held 2.3M shares pre Stimuvax bomb. So they added close to 600K to cross 5% | Biotechnology Value Fund, L.P. | | 02/19/2013 12:23:09 PM |
| They called to thank me as well. I just said don't thank me, thank you :) | 2013 Biotech Charity Contest | | 02/04/2013 09:30:43 PM |
|
This would be the next step, a synthetic good bacteria cocktail.
Nice bran | Biotech Valuation | | 01/24/2013 12:41:37 AM |
| Perhaps they can merge with KDUS :) | momo-T/FIF | | 01/23/2013 03:19:21 PM |
| Could be a return of capital, so not taxed. Would have to check.
Edit: It is | momo-T/FIF | | 01/23/2013 11:49:43 AM |
| Murphy's Law at work. The one stock you don't own. Figures!
| 2013 Biotech Charity Contest | | 01/23/2013 10:26:36 AM |
| Congrats to Peter and Arthur for picking MAPP. Munched at a fat premium.
Pet | 2013 Biotech Charity Contest | | 01/22/2013 10:38:50 PM |
| I wish I were up that much in real life :)
+4.5% for the contest portfolio | Biotech Valuation | | 01/22/2013 06:08:58 PM |
| I don't know if it means anything with respect to these exercise and holds, but, | ARIAD Pharmaceuticals | | 01/17/2013 06:33:11 PM |
| The fatal poison of irresponsible power
- Frederick Douglas
I can relate.
| Biotech Valuation | 1 | 01/13/2013 05:36:05 PM |
| Institutions do get charged interest on the borrow.
I have seen rates as high | Biotech Valuation | | 01/10/2013 01:09:22 PM |
| What was bad about Bristol? (I have not yet listened to it). | Biotech Valuation | | 01/09/2013 11:30:09 PM |
| I second that. We all have our moments, you apologized and all have moved on.
| momo-T/FIF | | 01/06/2013 11:20:33 AM |
| Maybe it could be done democratically come early December, with a few choices an | 2012 Biotech Charity Contest | | 01/04/2013 03:43:46 PM |
| Another interesting question would be if all the 2011 portfolios carried over th | 2012 Biotech Charity Contest | | 01/04/2013 01:58:05 PM |
| How many PhD's, scientists, investors and geniuses does it take to screw in a li | 2012 Biotech Charity Contest | 3 | 01/04/2013 12:40:55 PM |
| I would have been a little more liberal and allowed first day entrants up until | 2012 Biotech Charity Contest | 1 | 01/04/2013 12:22:03 PM |
| Bear in mind I am not particularly impacted by all of this. Probably helps since | 2012 Biotech Charity Contest | | 01/03/2013 02:03:57 PM |
| There seems to be some controversy.
Does anyone disagree with changing the st | 2013 Biotech Charity Contest | 5 | 01/02/2013 07:45:06 PM |
| On another note there were 77 bookmarks for this subject but just 38 contest ent | 2012 Biotech Charity Contest | 8 | 01/02/2013 05:20:20 PM |
| Not possible to do in your tables, but I'd like to see a tabulation of 20% weigh | 2012 Biotech Charity Contest | 2 | 01/02/2013 01:42:43 PM |
| Here were my picks, as usual, 10% each.
GENT: 3rd year in a row.
HPTX: pot | 2013 Biotech Charity Contest | | 01/02/2013 09:31:03 AM |
| I consider non inferiority and 4 days less to be meager when considering a high | 2012 Biotech Charity Contest | | 01/01/2013 10:18:39 PM |
|
Good stuff Rick.
Of his last years picks, DEPO might turn a corner this ye | 2012 Biotech Charity Contest | | 01/01/2013 09:20:27 PM |
| Maybe great minds were thinking alike :) Or not so great. I don't think I did s | 2013 Biotech Charity Contest | 1 | 12/31/2012 04:49:37 PM |
| A few years ago someone copied all of my picks and just changed the weights arou | 2013 Biotech Charity Contest | 3 | 12/31/2012 02:33:06 PM |
| Thanks IJ! Very kind of you. UTEC was noted in a Boston Globe editorial the othe | 2012 Biotech Charity Contest | 2 | 12/29/2012 02:49:21 PM |
| Nice going Steve. Congrats. A check will be on the way.
Pick well, just not | 2012 Biotech Charity Contest | | 12/29/2012 02:46:50 PM |
| Or the Human Fund :)
<<<I hope it’s not the NRA ;-)>>>
| 2013 Biotech Charity Contest | | 12/27/2012 11:26:20 AM |
| Done. Thank you for your work keeping the contest going and lively with the fun | 2012 Biotech Charity Contest | 5 | 12/26/2012 09:38:19 AM |
| They could do a return of capital, untaxed. But Young Icahn is a better steward | Cadus Pharmaceutical Corp. (KDUS) | | 12/20/2012 09:54:09 PM |
| Whoops. Sorry, thought you had some.
Doesn't matter to me either way, whatever | 2012 Biotech Charity Contest | 2 | 12/14/2012 12:54:03 PM |
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