Monthly Archives: September 2011

$MYRX, running down a dream

Posted on September 14, 2011 by BioChef in Training

What should you do when biotech companies trade below cash and have early stage assets in development? While each case is unique (e.g. did it crash after a failed trial or did investors not approve of a reverse merge into … Continue reading →

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , | Leave a comment

Brain fart with $TELK

Posted on September 9, 2011 by BioChef in Training

What the heck was I thinking last year? $TELK? (palm to face) No thinking at all obviously. There was no fundamental reason for putting any money into $TELK. Of course, I could try to convince myself that it was undervalued … Continue reading →

Posted in What did I do - lessons | Tagged , , , , , , , , | Leave a comment

$INHX, inhibited?

Posted on September 1, 2011 by BioChef in Training

So, what do you do if you want to get some exposure in the hot HCV space? A space where competition is steep and filled with big-time players such as Roche, JNJ (Tibotec), Bristol-Myers, Merck, Boehringer, and even Pharmasset at … Continue reading →

Posted in Research | Tagged , , , , , , , , , , , , , | 2 Comments