This company is working on a product to treat patients with Prostrate Cancer called Acapodene. Data is due to be released soon. Anyway, this drug is being tested to treat symptoms and to see if it can prevent the onset of prostrate cancer. I've listened to the calls where they defended the trials and said the trials were overpowered - coming off the Dendreon experience that sounded like a good thing. I think the company is in good shape financially. (I dismissed a lot of biotech companies for looking like they didn't have enough cash). GTXI should be able to cash in on Acapodene should it get approved. I actually don't own this stock, but own some options instead (it's my first venture into options - I probably overpaid and got it with too short of a timeline).

Ok, so I'm not sure why Replidyne is even considered a biotech company. They seem like a regular pharmaceutical company. I don't really care though. Anyhow, they are developing antibiotics in what they termed the '4th type' of antibiotics. Apparently there are not too many antibiotics approved for use in this fourth type right now. They are in phase 3 trials with Faropenem and data is due early next year. The FDA decided to make them do another trial and their partner, Forest Labs, backed out on them. The stock is still where it was after that. Anyway, I think their trial will be successful. The drug is already approved in Japan (in a different form), and they thought they already had good data once. So, despite the adversity, I think the company is actually in better position than they were before. They can get most of the revenues for the drug. Granted its an antibiotic so competition will be tougher than for some of the other companies listed here should their drugs get approved.

This was actually the second biotech company I ever bought - the first was Amgen which I no longer hold. I heard about this on one of those Fox news Saturday Morning program. I think I probably heard about it from the Motley Fool Rule Breaker guy whose been pimping it ever since. Anyway, I like Exelixis because it's got this big pipeline, and lots of good partnerships. So far they are mostly into Oncology - and I believe that cancer wil really be put down by 2020.

TRGT is one of my new picks. I like it because it looks like Exelixis used to. They have a big pipeline for a small company and an impressive partnership with Astrazeneca. They seemed to be persuing a very Exelixis like strategy - however they are into neurology rather than oncology. They just signed a new deal with Glaxo Smith Kline. One funny thing to note is I've seen motley fool articles consider they're 200 million dollar market cap high - even though they should like it given that they like Exelixis. I compare this to other Biotech stocks with this kind of a pipeline and I do not believe it is anything like high. I think this company should be worth 500 million on the strength of its pipeline and partnerships. That would still put it about 1/2 of the value of Exelixis.

Well, it seems that Indevus is probably the biggest loser of these 4. They apparently overpaid for some company, and they seem to be having problems selling some of their drugs - too much competition apparently. I think Indevus will eventually claw its way to a better competitive position and will probably be bought out at some point. In the mean time, I expect continued struggle and not much help when they release data from their pipeline.

If you watch Cramer you know he pushes this one on their Gout drug - Puricase. It's their only product though.