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Saturday, March 23, 2013

Some interersting biotechs

Some of my favorite Biotech stocks right now:

1. Antares Pharmaceuticals*, as you can see through http://seekingalpha.com/article/1292491-antares-a-compelling-long-term-investment, I lay out some of the reasons why I personally own this stock as well as some compelling reasons that I believe that other people should own this stock.

2. Titan Pharmaceuticals*- This company recently received a positive opinion from an FDA advisory panel, and received a massive boost in share-price as a result. I would look for it to "fill the gap" between where it was pre-panel and post-panel, before the PDUFA date. http://seekingalpha.com/article/1296401-why-titan-pharmaceuticals-is-currently-undervalued

3. Looking for a little bit more long-term: An interesting buy at current price levels is Dynavax Pharmaceuticals (DVAX). The interesting part is that you are banking that they are not going to have to run  any more trials, as that would hurt the share-price substantially. However, not having to run more trials would allow for a short-turn around time on a response to the CRL, and look for DVAX's meeting with the FDA to end up being positive. Remember that the FDA was the one who asked them to increase the age group, a main concern of the committee. If DVAX refiles relatively quickly we could see a run-up start all over again and subsequently, see huge gains on the stock.

4. Another more long-term idea is to invest in Amarin. Now I know what you all are saying, Amarin, we have been down that road before. However, I believe that the commercial potential of Vascepa, is huge. Also the Anchor indication coming up could help to boost the patient population. I would own this stock over the long-term.

 Note: stocks with astricks (*) indicate stocks that I currently own. Note: if you would like for me to go more in-depth in any of my stocks please post a comment and I will do my best to go more in-depth.

This post is meant for entertainment and informational purposes only. This does not constitute investment advice, or an offer to buy or sell securities. Conduct your own due diligence before investing. I have not been compensated for writing this post by any source except amaxstockideas.blogspot.com. Happy investing.

Thursday, March 21, 2013

Generex Is anything left for this once interesting biotech?

Generex Pharmaceuticals (GNBT)- Has for years been promising, and promising, and promising... yet nothing has been delivered. Generex has made promise time and time again to help increase the value of the company, for example promising to divest its Antigen Express subsidiary if shareholders would just agree to a reverse stock split. Well, shareholders agreed, and still nothing. Generex promised to have Oral-lyn Phase III trials designed, and still Oral-lyn appears to be sitting dead on the shelf, a multi-million dollar view-piece  Collecting dust, and collecting past memories, that is Oral-lyn. Generex has still not cleared up its situation in India, and has still not designed a Phase III trial for AE-37, the one rather promising drug in Generex's pipeline.

It is truly sad though, this company had such great potential, its Metformin gum would have revolutionized the marketplace, but that project was mysteriously dropped by the company. The system surrounding Oral-Lyn was supposed to help revolutionize the way that Americans perceive diseases and the way in which we treat diseases. Yet, the technology platform is rotting away seemingly, while Generex is burning cash at an alarming rate. At this rate, one must begin to wonder if it would be best for Generex to just go bankrupt, and thus allow for shareholders to buy Antigen Express, and unlock the true value of the company. This company has a chance, but the shareholders must quickly choose, management or the company?

Note: the views expressed in the article are solely those of the author. This article is meant solely for informational purposes, and is not meant to be investment advice. The author has received no compensation for writing this article (other than from amaxstockideas.blogspot.com). You invest at your own risk, complete your own due diligence before investing in a particular stock. This article cannot be considered an offer to buy or sell securities. 

Hot Stocks to Watch

For all of us out there who like to watch stocks, here are some stocks to watch in the upcoming weeks and months in my opinion.

1. Titan Pharmaceuticals (TTNP)- With their positive advisory vote today, Titan has the potential to start swinging for the fences. The Price per share might see an increase back to the levels where it was before the FDA released documents.

2. France Telecom (FTE)- While I liked it better a week ago, I do believe that this stock is still one of the more undervalued stocks on the market. Its Forward P/E is very low, and it pays a hefty dividend. These facts combine to the conclusion that FTE could be in buy range.

3. Vringo (VRNG)- For those of you who have never heard of this company, I will provide some background. It is a company that is primarily engaged in the enforcement of intellectual property rights. This company owns many different patents and recently won a key case against Google for patent infringement. While the jury came back with a running royalty, and some past damages the issues for Vringo remain what the running royalty will be, and if they can overturn the judge's controversial laches ruling. Vringo has the potential to jump based on the court's announcement any day, and the fact that they already won a trial by jury, where the jury found Vringo's patents to be valid, enforceable, and infringed upon helps to lower the possibilities for downside. It is rather clear that Vringo will get something, the question is just how much they will get in damages.

4. Finally, another stock which as of late I have grown rather fond of is: Worlds inc (WDDD). This is another patent play, and they are suing activision blizzard over patent infringement related to the Call of Duty and World of Warcraft franchises, respectively. These lawsuits have the potential to become huge, and as we get closer to the marksman date, we should see the stock to continue to run.

I would keep my eye on these stocks in the coming weeks and months ahead, as I believe that they all have huge potential. As always, this article is meant for solely entertainment purposes, and should not be construed as investment advice. This is not an offer to buy or sell securities. You invest at your own risk. I have received no compensation for writing this article, other than from amaxstockideas.blogspot.com