PART 7 JPMorgan 26th Annual Healthcare Conf 1/10/08..4th Day Reporting Companies..Nymph Take
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Created by Trading Nymph
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Date updated:01-14-2008

Still under construction

symbol name last price % change open
  • +
  • IMGN
    Immunogen Inc
  • $5.04
  • -0.40%
  • $5.07

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

People owning IMGN also tend to own: CLRKDUKFTEKHWIVANMNGSSW

TheStreet.com Rating: D What is this?

  • +
  • DXCM
    Dexcom
  • $6.88
  • +7.00%
  • $6.42

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.

People owning DXCM also tend to own: SONOSVIHRPXMSRAAPLABTAMD

TheStreet.com Rating: D What is this?

  • +
  • PMC
    Pharmerica Corp
  • $24.48
  • +0.99%
  • $24.29

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.

People owning PMC also tend to own: AMPBIOFCOVDFSEIGFLMLGFG

TheStreet.com Rating: No Rating What is this?

  • +
  • XNPT
    Xenoport
  • $48.57
  • -1.54%
  • $49.42

Sexy..This is sexy if it drops under 60.

People owning XNPT also tend to own: AROENDGNAGPORKOGLGNMM

TheStreet.com Rating: C- What is this?

  • +
  • VRUS
    Pharmasset Inc.
  • $20.76
  • -0.05%
  • $20.81

No Analysis added

People owning VRUS also tend to own: AAPLDEEPJNJMATMBCSICHNR

TheStreet.com Rating: No Rating What is this?

  • +
  • MATR
    Matr
  • $0.00
  • N/A
  • $N/A

No Analysis added

People owning MATR also tend to own: BGHCLMTEPRLVLTMOVNEOLPNR

TheStreet.com Rating: C+ What is this?

  • +
  • CCRN
    Cross Ctry Hlthcr
  • $15.66
  • +2.96%
  • $15.24

No Analysis added

People owning CCRN also tend to own: ACFADLRAHSAJGANHCPTSHVAC.OB

TheStreet.com Rating: C+ What is this?

  • +
  • TTPY
    Ttpy
  • $0.00
  • N/A
  • $N/A

No Analysis added

People owning TTPY also tend to own: ALUAMSWAEXCGNWHPQJAOSXMET

TheStreet.com Rating: No Rating What is this?

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Start Price

Return Value

Start Date

IMGN 3.93 +28.24% Jan 10th
DXCM 8.28 -16.91% Jan 10th
PMC 13.32 +83.78% Jan 10th
XNPT 59.88 -18.89% Jan 10th
VRUS 26.86 -22.71% Jan 10th
MATR 24.41 ------ Jan 10th
CCRN 12.56 +24.68% Jan 10th
TTPY 0.00 ------ Jan 10th
TFX 59.69 +7.61% Jan 10th
KG 12.08 -4.88% Jan 10th
SRCL 57.58 +4.57% Jan 10th
TZIX 16.39 ------ Jan 10th
BRKR 11.80 +25.00% Jan 10th
DCGN 3.69 -69.11% Jan 10th
HGR 10.21 +61.80% Jan 10th
MSHL 2.75 +12.73% Jan 10th
BKD 26.37 -19.68% Jan 10th
REGN 23.04 -10.20% Jan 10th
CALP 4.85 -38.56% Jan 10th
SOMX 4.13 +1.94% Jan 10th
ODSY 9.50 +0.11% Jan 10th
GTXI 13.52 +26.92% Jan 10th
INFI 8.53 -9.14% Jan 10th
MR 39.52 -1.77% Jan 10th
OFIX 58.27 -57.54% Jan 10th
HLCS 10.50 -61.05% Jan 10th
ANDS 1.50 +82.67% Jan 10th
DRAD 2.99 -47.49% Jan 10th
ICGN 1.60 -6.25% Jan 10th
AMRI 13.01 +32.44% Jan 10th
XTLB 3.29 +26.75% Jan 10th
TWTI 9.06 ------ Jan 10th
ILE 0.65 +92.31% Jan 10th
EXEL 8.28 -33.09% Jan 10th
PANC 0.73 -23.30% Jan 10th
RDY 17.58 -22.41% Jan 10th
MWIV 39.49 -0.38% Jan 10th
LXRX 2.92 -34.59% Jan 10th
MDTH 23.84 -11.87% Jan 10th
ENCY 0.73 ------ Jan 10th

Average return:

+0.05%

Success rate:

42.86%

Tracking Started: 01-10-2008

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