Date updated:01-14-2008
Still under construction

-
IMGN
Immunogen - $8.04
- -4.29%
- $8.28
Very interesting, but not sexy. If you want to invest in ADCs this is probably your play. But this entire technology is so NEW and developing that there will be a lot set-backs. Market Cap is 166.28M but they have been getting partnerships/licensing from some heavy hitters (DNA,JNJ, Biogen,etc.). They should have some more of their phase 1 data in the middle of year.,,that is IMO901 which use to be HuN901-DMI-3. The field of ADCs is just beginning...ADC stands for antibody drug conjugate..it has 3 parts to it to fight cancer...1.Cell Killing Agent 2. Attachment 3.Antibody. Very cool way to fight cancer. For IMGN because they use a cleave process, this may be the end of their pipeline. DNA uses a non-cleave process. ***Watch for the ASH (American Society of Hematology) starting Dec 6-9 in San Fran in 2008

-
DXCM
Dexcom - $7.27
- 0.00%
- $N/A
This is darn sexy. This company makes a Diabetes Monitor worn 24 hrs for 3 days. It measures the blood sugar levels.It is the size of a cell phone and beeps when sugar drops. Consumers seem to like it. BUT this is why it is sexy...then just filed a 8-k on Thursday 1/10/08 that indicates that they are going to be partnered with the insulin pump to deliever a better 24 hr system. This is from their 10-k...San Diego, CA – January 10, 2008 - DexCom, Inc. (NASDAQ: DXCM), a leading provider of continuous glucose monitoring systems for people with diabetes, today announced that it has entered into a joint development agreement with Animas Corporation to integrate DexCom’s continuous glucose monitoring (CGM) technology into Animas® insulin pumps.

-
PMC
Pharmerica Corp - $15.14
- 0.00%
- $N/A
Not Sexy. This is a Aug 7 IPO, they deliever Drugs to Long Tem Care. No earnings, Market Cap 422.36,next yr. 117% est earnings. But they missed the last qtr by -14.3%. So I would wait until they report on Feb 18.

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XNPT
Xenoport - $16.26
- 0.00%
- $N/A
Sexy..This is sexy if it drops under 60.

-
VRUS
Pharmasset - $19.60
- 0.00%
- $N/A
No Analysis added

-
MATR
Matria Healthcare - $0.00
- 0.00%
- $N/A
No Analysis added

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CCRN
Cross Country Hea - $8.60
- -3.04%
- $8.75
No Analysis added

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TTPY
Ttpy - $0.00
- N/A
- $N/A
No Analysis added
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A. Long term investment considerations: 20%
in OIH ETF; 10% in GDX ETF and 10% in
GDXJ (Van Eck Jr Gold Mining) ETF . . .
If your grandparents were thoughtful
enough to provide you with funds to
become actively involved in the
trading/investing world, communicate
with them on a regular basis in order to
compare their point of view/insight with
other reliable sources . . . including
those reflected on Online School @
http://www.onlineschools.org/2009/10/22/
100-best-blogs-for-future-investors/
and ValueWiki @
http://blog.valuewiki.com/2007/02/26/top
-100-finance-blogs/
Be open/flexible, resourceful, and
pursue due diligence (research). Best of
luck.
A. The only one I own : SLX,
too hard pick a winner out all of them
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