• Robbster
    Dev Biotech Portfolio update: stem cell 51% ($ATHX $CLBS $CUR $PSTI $SCTPF $STEM) Device 16% ($ONCS $EDAP) Immuno 9% ($NWBO $IMUC) Misc 24%
    1/19/14
    Reply (16)
    • Robbster: Misc = $NNVC (nanoparticles, antivirus) $NAVB (imaging markers) $SBOT (therapeutic proteins) $TNXP (repurpose drug) $MDGN (gene therapy)
      1/19/14
    • ComputerBlue: Which one is your favorite going forward?
      1/19/14
    • BuyToSell: $GALE or $TNXP. Also $AMBS-OLD and $ELTP.
      1/19/14
    • Robbster: ComputerBlue - my favorite overall is $CUR, followed closely by $CLBS & $ATHX, then $PSTI, $SCTPF and finally $STEM. Most unique is $NNVC.
      1/20/14
    • Robbster: BuyToSell - own $TNXP, sold $GALE due to moving so slowly through clinicals. BUT, $GALE has made some great moves to accelerate. tossup.
      1/20/14
    • Robbster: Wish I had NOT sold $GALE as their moves likely to accelerate monetary returns, therefore share price. Have not done DD on $AMBS-OLD or $ELTP
      1/20/14
    • Robbster: But the recent $GALE moves came AFTER my sale. Such is investing...
      1/20/14
    • sambhu1990: Do you think its wise to invest in $NWBO considering its already jumped last week? What are your thoughts on $ARIA, $PSTI, $MNKD and $CHTP?
      1/21/14
    • ComputerBlue: Thanks for the response Robbster.
      1/21/14
    • BuyToSell: Such is investing, indeed ..
      1/21/14
    • BuyToSell: Robbster, are you still a fan of NBS even with the recent large pullbacks?
      1/21/14
    • Robbster: Yes, still fan of $CLBS, they are one of the most diversified of the stem cell biotechs, good science, revenue stream from production. Long.
      1/21/14
    • Robbster: Sambhu, while I am long $NWBO, I personally would tend not to buy $NWBO at this price, rather wait for a cycle/dip.
      1/21/14
    • Robbster: Regarding $PSTI, strong supporter. Great science, multiple indications, strong IP. Regarding $ARIA, small molecule play, not my cup of tea
      1/21/14
    • Robbster: Regarding $MNKD, have done DD, not a supporter, as the oral insulin increases insulin resistance vs. injection/pump. Serious issue.
      1/21/14
    • Robbster: $CHTP headed for possible approval in couple weeks, so you're riding the sentiment up to that news. Have done before, but only with DD.
      1/21/14