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Category Archives: Research
Thoughts, six months later
Whoa, what happened out in UC-Davis? Pepper spraying students protesting peacefully? Not right. OK, back to some fun. A half-year. Six-months. 184 days. More grey hairs. This has been a fun experiment. Once a week (or so), I jot down … Continue reading
Don’t feel like chicken? ($NVAX)
We wrap up an interesting week with thanks to all the veterans for their dedication and service. No where better to live than here in the US. And an interesting week it has been. While earnings continue to be reported, … Continue reading
No, not inhibited ($INHX)
This why biotech is fun. Beginning yesterday and continuing through the weekend, many investors’ eyes will be focused on The Liver Meeting, being held in San Francisco, with the latest advances in liver disease being shared and discussed. The first … Continue reading
Posted in Research, Update
Tagged $IDIX, $INHX, $VRUS, biotech, DAA, HCV, Idenix, Inhibitex, NS5b, Pharmasset, polymerase inhibitor
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$INHX, inhibited?
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
No, I didn’t. Yes, $IDIX.
A little late to the story, but what a ride for $IDIX over the course of the year. Source: Yahoo! Finance, 08-29-11 About this time last year, $IDIX was a $437 MM market cap company (c.73M shares outstanding x $5.99/share, … Continue reading
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