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Getting ready to go Fishin’
[Off point today. Just thinking aloud as I re-assess my reasons for playing in the biotech space, Part I]. When looking for an opportunity, I hope to find a name that has the potential to generate excitement (and hopefully, returns) … Continue reading
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
Bittersweet hESCs, $GERN
Bittersweet to see Geron ($GERN) drop their embryonic stem cell (ESC) program. On one hand, the science is pretty cool and much has been learned with $GERN leading the way. But, on the other, the bar for safety and efficacy … Continue reading
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Tagged $GERN, biotech, embryonic stem cells, Geron, hESC, strategy
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$MYRX, running down a dream
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
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Tagged $INFI, $KOSN, $MYRX, $SNTA, biotech, enterprise value, gantespib, HSP90, Infinity, Kosan, MPC-0767, MPC-3100, Myrexis, Negative EV, STA-9090, strategy, Synta
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Lesson 1
Aha! 1st lesson on Posts vs Pages. Looks like I created a New Page with my Welcome and Disclosures section.
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FeedingBiotech 