Biotech / Medical
Biotech Short Candidates
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Emcee:  tuck Type:  Unmoderated
This is a forum for the exchange of short ideas in biotech. Lots of money is being thrown at biotech, and there's a lot of chaff. Many threads are looking for the cream of the crop. Let's also find the bottom of the barrel!

Politeness expected. Reasoning for your idea (i.e. overhyped market, subset analysis/weak trial data, unfavorable deal strucutre, superior competition, just plain overvalued or overbought, etc.) also expected, with links and references a nice bonus.

I'll be more actively involved than when I started this, and have now attached a portfolio. The portfolio started with $100K. Note that to measure portfolio performance on closed positions, simply divide profit by $100K. For overall performance, take the "gain/loss" and add or subtract that figure to or from the profit, then divide by $100K.

Cheers, Tuck
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877I was just going to post that I had just tried and failed to find a borrow, yup.tuck-October 5
876ECYT looks like a scam. Good luck finding a borrow!DewDiligence_on_SI-October 5
875That makes me feel better - I couldn't work out how the recent jump was justnigel bates-October 5
874Short candidate: Endocyte (ECYT). History of data distortion. Inlicensed a &qtuck1October 5
873Since my gut is often wrong Gut wasn't counting on two analysts gushing aboutuck-August 29
872JUNO, up 20% in sympathy with KITE, which is being bought out, seems like an obvtuck-August 28
871Good question. Most likely these are results from a backtesting program, with ptuck-5/15/2012
870Were the details of the short-and-cover algorithm developed prospectively?DewDiligence_on_SI-5/14/2012
869Interesting article on shorting (or selling longs to seek a lower re-entry pricetuck-5/14/2012
868Just because PFE screwed up royally in the past (Macugen, Indiplon, Exubera, etcDewDiligence_on_SI-10/27/2008
867>>Medivation: some experts skeptical of Dimebon's chances of attainingtuck-10/27/2008
866From WSJ: Medivation said Dimebon seems to work by protecting the functioning oDoc Bones-7/31/2008
865ICAD has been way more interesting this year than ASCO. Medivation posts resulttuck-7/30/2008
864Medivation posts cloudy results in Huntington's trial. It had "inadvertuck-7/8/2008
863Short PHRM at ~$43. Small starter position; may add. Edit: did add ~$44.30. tuck-8/3/2007
862Anyone think PHRM might be a worthy short here? Vidaza just came in with excelltuck-8/3/2007
861Paion's data is horrendous. Surprising the dsmb didn't stop the trial. rkrw-5/31/2007
860FWIW, I hadn't seen that news. I don't follow frx either. <i>(keokalani'nui-5/31/2007
859Thanks for the pointer. I have heard that some consider FRX to be cutting cornetuck-5/31/2007
858The only put position Aticus held at 3/31/07 is in FRX. If it is a good idea keokalani'nui-5/31/2007
857Stockpickr The Top 10 Biotech Short Squeezes By James Altucher CoDoc Bones-5/31/2007
856All they need to say next is that it works for obesity too! JonRobohogs-5/5/2007
855[Copying from another board....] Alzheimer's Trial Boosts Its Outlook BY sim1-5/5/2007
854>>Medivation: Dimebon Trial Patient Subsets Improved >MDVN Last update:tuck-5/3/2007
853Whatever's going on with the MDVN options, the stock is readily borrowable, tuck-4/30/2007
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