Date updated:02-09-2007
Microcap Growth, high focus on biotech, fossle fuels and internet

-
THK
Thk - $0.00
- N/A
- $N/A
Considerably undervalued. New Management/strategy is the right one. Expect EPS over $.35 for 07. Stock could go to $20. Last two Q's over 30% organic growth on retained biz. Hyper growth continues esp internationally and based on click fraud product

-
NKTR
Nektar Therapeuti - $8.88
- +6.86%
- $8.20
Despite PFE woes, Exubera will take center stage. Expect rapid growth in scripts esp once DTC ads start in 2nd half. Could be profitable by Q4, but more likely early next year. Next generation bong to leapfrog comp. Cheap stock/takeover potential

-
ALKS
Alkermes - $7.70
- -4.82%
- $7.86
Another delivery name, will garner positive emotion as it marches toward its own inhaled insulin. Many products under development, many relationships w/majors. Good balance sheet. Cheap stock. Recent Q is cathartic

-
PDLI
Pdl Biopharma - $8.19
- -1.92%
- $8.23
Strong pipe and product set. Solid financials. Stock done nothing for last year since they surprise hiked R&D. Now beginning to see fruits of labors. Nice growth/profits/cashflow. Cheap stock

-
SLXP
Salix Pharmaceuti - $20.94
- -0.66%
- $20.74
I expect takeover here. Probably by Biogen. But buying based on cheapness, good growth, overreaction to competitive threat. 3 product label expansions/new approvals in '06. Solid growth, profits.

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TRMS
Trimeris - $3.57
- -0.56%
- $3.58
Expect takeover soon. Good growth but slashed R&D to pretty up for sale. Profitable. Excellent Fuzion sales yr 1. Strong partner
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A. The only one I own : SLX,
too hard pick a winner out all of them
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