DIGE Forum Topics
- All Comments on DIGE
- General Discussion on DIGE
- Cancer Stocks Hammered Once Again [view article]
- Cancer Stocks: Lagging Again [view article]
- Cancer Stocks Slide Again [view article]
- Cancer Stocks Plunge Following ASCO Meeting [view article]
- Cancer Stocks Soar With Annual ASCO Meeting [view article]
- Cancer Stocks on the Go: Winners and Losers [view article]
loading ...Recent DIGE Articles
-
QIAGEN/Digene Merger Granted US Antitrust Approval
on Jul 18, 2007| by
- Cancer Stocks: Lagging Again
- Cancer Stocks: Tracking the Market
- Cancer Stocks: The Bleeding Slows
- Cancer Stocks Hammered Once Again
- Cancer Stocks Slide Again
- Cancer Stocks Plunge Following ASCO Meeting
- Cancer Stocks Soar With Annual ASCO Meeting
- Qiagen to Buy Digene for $1.6 Billion
- Cancer Stocks on the Go: Winners and Losers
- Full List of Articles »
Editors
General Discussion on DIGE
Is this a buy or a sell? ReplyCancer Stocks Hammered Once Again [view article]
Alan,What are your thoughts on Chemokine Therapeutics Corp (CHKT)?
And Meridian Co LTD (MRDAF)?
Reply
Cancer Stocks Hammered Once Again [view article]
please ignore the comment above. it was posted in the wrong thread.Reply
Cancer Stocks Hammered Once Again [view article]
Maybe BofA should by this one too.Which bank took the highly rated debt at a discount from TMA? Reply
Brochstein
Cancer Stocks Hammered Once Again [view article]
I don't know the company, but it sure looks interesting. Technically, it would be nice to hold 1.75. The company is seemingly deficient in cash - it would appear that there will be either an equity or debt offering this year. If they become profitable as forecast this year, the stock could get some attention - diagnostics have been hot. ReplyCancer Stocks Hammered Once Again [view article]
Hi Alan,What is your current opinion on Clarient (CLRT)?
Thanks very much,
Don Reply
Brochstein
Cancer Stocks: Lagging Again [view article]
I am no longer submitting Cancer Stocks Weekly to Seeking Alpha, but I will be back with a Quarterly in early October. For those who are interested in continuing to see it (free of charge), email me and I will be happy to send it directly to you on a weekly basis. Alternatively, I will continue to submit it to biohealthinvestor.com. ReplyBrochstein
Cancer Stocks Hammered Once Again [view article]
Thanks for the comment and the compliment. Thanks also for the information. Contact me by phone or email if you would like to discuss your ideas. ReplyCancer Stocks Hammered Once Again [view article]
Great post! It would be quite useful if your excel file could be downloaded, then someone could sort on other attributes, or even add some, e.g. #drugs in phase 3, total #drugs in pipeline, #big pharma collaborations, PADUFA dates, if any, etc. I'm offering a few comments vis-à-vis individual companies: I think EXEL, which probably has the deepest pipeline on your list, is gaining because investors believe Glaxo will take XL647. I believe it's, "show's over", for TELK (Telcyta is finito). Onyx is declining because it faces stiff competition from Pfizer's Sutent & now Wyeth's Torisol in renal cell carcinoma. Any sales increases for Onyx's Nexavar will come from off-label use in liver cancer, but that is not, in my opinion, a reason to invest. CEGE's recent decline is a gift - when European Revlimid sales appear on their balance sheet, along with clinical milestone press releases, it'll get back into the 60's. GNTA has been on a slippery slope for some time now - their CEO, Ray Warrell, is very smart, very committed, and held in high regard by his oncology peers at his alma mater, MSKCC. He is making use of FDA's dispute process for Genasense in CLL, so some investors are betting FDA will offer up a conditional approval in subsets of patients. The key here is that CLL is a very heterogeneous disease - therapy needs to be more individualized. Finally, in my opinion, ISRG is absolutely the future of surgery. Any decline into the low 130's is a bargain. Thanks again for your article! ReplyBrochstein
Cancer Stocks Slide Again [view article]
I wanted to point out an error in the article - GNVC is developing a pancreatic cancer treatment (not vaccine). ReplyBrochstein
Cancer Stocks Plunge Following ASCO Meeting [view article]
Miles, I have a negative bias towards small biotech companies, especially ones like this that have a terrible history of underperforming the stock market, generating losses and diluting with equity issuance. That isn't to say that one might find a diamond in the garbage can, but, I think that one is actually more likely to find a diamond in the garbage can. If one of these companies is creating a truly novel, revolutionary treatment, I personally believe that an investor would have plenty of time to buy later at a higher price and still make a ton of money.Note, I don't have an opinion specifically on Insmed other than my general observations in the above paragraph. Reply
s
Cancer Stocks Plunge Following ASCO Meeting [view article]
Dear Sir,What is your current opinion on Insmed?
Thank you very much,
Miles Roberts Reply
Cancer Stocks Soar With Annual ASCO Meeting [view article]
Your table is too over-crowded to be useful. Next time skip the industry, HQ city and state as it is meaningless except for job seekers. Nice try though. ReplyBrochstein
Cancer Stocks on the Go: Winners and Losers [view article]
You get what you pay for, then. If I could publish this list in advance, well, I would be doing it from my boat in the Bahamas!Many investors look at price action in order to alert them to areas where they should be focused. Is the move overdone (take profits), or is it sustainable (consider buying). Reply
Cancer Stocks on the Go: Winners and Losers [view article]
Telling me about stocks after the fact don't do shit for me!!! Reply