4 Long Ideas for the Long Weekend

As Celsius Holdings (CSUH.ob) had a spectacular week last week, I sold a handful of shares for .25 cents that I had purchases for .025 cents last October. I'm always a fan of realizing significant profits while you can and I stuck to my plan by selling at a quarter. That being said, I sold only a small amount; enough to pay for a small vacation and reinforce my positions on some other stocks, and I still believe that Celsius Holdings has a huge future in front of it.

Here's four stocks that swallowed up my CSUH.ob winnings:

Citigroup (C): I've discussed Citigroup (C) here quite a bit lately, but as the stock sunk to under three dollars I took the opportunity to add to my position.

Many analysts and pundits are of the opinion that the big banks are going to have disappointing second quarters based on mortgage and credit card write-offs, and I think the bad news is already priced into this stock.

There is still room for a bit of a downturn in the Citi stock if the numbers do, in fact, disappoint, but if the numbers beat expectations the stock could just as easily run to above four.

The fact that the economy has not recovered as quickly as many of the politicians predicted will remain a burden to the financial sector, but only the numbers will tell the true story.

If Citi beats, then a Buy order for under three dollars is going to look like a pretty good deal.

Cel-Sci (CVM): Shares of Cel-Sci are again trading for under forty cents and I think this stock is loaded with potential for the price at which it's trading.

Multikine, the company's cancer immunotherapy treatment for head and neck cancer, is awaiting funding for a Phase III trial and will be a huge money maker for the company and its shareholders- if proven successful in that trial. Cel Sci already has some marketing and distribution agreements in countries around the world if Multikine makes it to market.

The economic downturn made funding difficult for small pharma over the past year, but I expect to see a commencement date for the Phase III trial announced later this year. Additionally, Cel Sci is developing its LEAPS technology, which can be used as a vaccine in the treatment of various ailments, including the highly publicized swine flu.

The company recently announced that they have received a provisional patent "for the prevention / treatment of H1N1, swine, bird flu, Influenza A and / or evolving mutants or variants of these viruses." [Quotations taken directly from the company's press release.]

Disregarding a recent spike to eighty cents in price, Cel Sci has yet to see a recovery as speculative money moves back into the market. In my opinion, the potential of Multikine alone should have this stock trading for above a dollar.

As long as CVM is trading for this low, I'm still accumulating.


Insmed (INSM): It's important to remember that even though shares of Insmed (INSM) were cut in half after disappointing MMD Exploratory Phase II results, the stock is still a triple from where it was trading just a short time ago.

In my opinion, the MMD results just delayed the potential of the stock price but have not destroyed it. IPLEX is an already approved FDA drug and it's only a matter of time before the potential of the drug is permanently reflected in the stock price.

IPLEX for the treatment of MMD is not yet completely off the table as the company is looking for a grant to commence an actual, not exploratory, Phase II trial where they will key on patients who demonstrate a resistance to Insulin.

However, any IPLEX results for treating ALS now need to look very promising to keep the stock trading at a dollar.

I would not be surprised to see INSM drop to the sixty sense range, although it looks to have stabilized pretty well around a buck. I also would not be surprised for the company to be bought at a price between $2-$3.

Insmed has a lot more potential than Encycive Pharmaceuticals (ENCY) did when Pfizer (PFE) purchased that company for $2.35/per share.

I will continue to accumulate INSM while it trades for a dollar.


Titan Pharmaceuticals (TTNP.PK) : It's easy to forget about TTNP with the lack of any news updates, but sales of Fanapt, Titan's licensed treatment for schizophrenia, should start pulling in revenue later this year.

News of a Vanda (VNDA) distribution partnership for Fanapt should also reflect in the TTNP stock price. Shareholders of Titan have also been without Probuphine news for some time, and once an update does come, shares could begin another march upwards.

Right now, with volume and interest low, TTNP is reminding me of the time it traded for five cents. No one cared about the stock then, but the small investor was able to load up below the radar. In my opinion, that time is upon us again.

While others are calling the stock 'dead money' right now, VFC is calling it a good buying opportunity. I'm still accumulating TTNP.

Disclosure: VFC is long C, CVM, INSM, TTNP.PK

Comments

[Roy Manning:]

When will Fenapt hit the shelves? Vanda is apparently not pushing the drug along. Titan will not make any money until sales of Fenapt take off. Any idea when Fenapt goes on sale?

Jul 05 12:00 PM

[VFC's Stock...:]

According to published reports originating from Vanda, Fanapt will be available "in pharmacies" later this year (2009).

VFC

Jul 06 02:12 PM

[TryReflexology:]

Tick, tick, tick it's only a matter of time with Cel-Sci before more people recognize the blockbuster potential of this company and start accumulating the stock seriously.

What I didn't see mentioned in the story about Multikine (MK) is the very important fact that MK is NON-TOXIC. Imagine, a cancer treatment that doesn't harm you? Further, MK is to be used to boost other cancer treatments to make them more effective. But what is really amazing about MK is that, by itself, in PII trials, removed the tumor itself completely with NO side effects in a small percentage of cases.

I'm a long time accumulator of CVM who became interested in Cel-Sci because of MK, but I think LEAPS is going to prove the real winner for Cel-Sci. LEAPS can be adapted for so many plagues of mankind. LEAPS was funded by government grants for many years. Then things with the economy went bad and funding dried up. However, with the scare over N1H1, perhaps some funding will start coming in since earlier testing proved so positive with LEAPS. Further, LEAPS has a killer product coming from this technology - a new rheumatoid arthritis treatment vaccine (CEL-2000) which in early testing proved to be equal to or better than the current product on the market.

CVM has some killer blockbuster potential products in the pipe line. Multikine, the non-toxic cancer treatment for first line use cleared for Phase III trials is the first drug of its kind and will change the way cancer is treated if the PIII trial confirms the data from earlier trials. The new rheumatoid arthritis treatment vaccine (CEL-2000) which has come out of the LEAPS technology is the other blockbuster. I’m with the author and still accumulating while the price is so low.

Jul 07 04:08 PM

[VFC's Stock...:]

excellent insight, thanks!

Jul 08 01:13 AM

[orest:]

On your block you talked about BIEL, I guess this is the only place where I can leave my comment.. We have one MAJOR problem with that stock - 1 billion outstanding shares. It's not a "Titan" story as $1 billion market cap for this baby is simply a dream..I like your other picks, but this one is clearly not worth a gamble, as there is nothing to "gamble" on.. Sad that managment choses to print billions of shares..

Jul 17 12:26 AM

[VFC's Stock...:]

Orest,

You can also leave comments on my blog posts. If you scroll to the bottom of the post there is a space reserved for comments. Take a look:

vfcsstockhouse.blogspo...

As I mention in the above blog post, I think market cap is more important than outstanding shares at this point (which are 184 million, not one billion).

A potentially big product such as Actipatch will warrant a market share of more than five million as sales pick up- in my opinion.

Thanks,

VFC

Jul 17 08:33 AM