Monthly Archives: May 2011

I-FOS, U-FOS, We-all-FOS…

Posted on May 23, 2011 by BioChef in Training

Pretty striking difference in the value created between $THLD and $ZIOP in just over two short years. Both were trading at similar valuations roughly two years ago, but $ZIOP has simply outperformed $THLD. Source: Yahoo! Finance, 2yr comparison chart accessed … Continue reading →

Posted in How did that happen? | Tagged , , , , | 1 Comment

$CYTR: $INNO and out with chaperones

Posted on May 17, 2011 by BioChef in Training

It has been an interesting couple of years for $CYTR. Their lead asset heading into 2008 was arimoclomol, a small molecule thought to activate Hsp70, which was placed on clinical hold (January 2008) over potential toxicology concerns in rats. While … Continue reading →

Posted in Jewel in the rough? | Tagged , , , , , | 1 Comment

Sell in May, and go away?

Posted on May 12, 2011 by BioChef in Training

While some investors might heed the “Sell in May, and go away” mantra, if you’re a little guy looking for ideas in biotech, going away in June is probably more realistic. Better for me, as it coincides with the end … Continue reading →

Posted in Why did they do that? | Tagged , , , , | 1 Comment

Brain, on cells.

Posted on May 9, 2011 by BioChef in Training

I thought I would take a quick break during the week’s biotech earnings calls and before May’s run into ASCO data in June to quickly catch-up with a couple of stem cell companies. But, which ones? There are a dozen … Continue reading →

Posted in Spinning wheels | Tagged , , , , | 2 Comments

$ICGN, “I can use more time”

Posted on May 3, 2011 by BioChef in Training

Nifty. I was thinking about posting this later this week after $ICGN’s 1Q11 results tomorrow, but then they go ahead and announce a research deal with Yale and $PFE to study the role of Nav1.7 in inherited erythrinelalgia (IEM) – … Continue reading →

Posted in Jewel in the rough? | Tagged , , , | 1 Comment

Spending fast and furious

Posted on May 2, 2011 by BioChef in Training

First, two thumbs up to our military and intelligence services! While the march towards peace and stability continues, this feels good. Now, back to learning about drugs that can benefit mankind and the companies that develop them. Someone needs to … Continue reading →

Posted in Why did they do that? | Tagged , , , , , | 1 Comment