Originally Posted by 2balls
I've been watching ISR and ONVO. Have yet to dig into their financials though. I'm interested in hearing your thoughts on the co's listed.
Will focus on 2
: already popping - PDUFA date in early Sep with very little risk (IMHO) as their Lymposeek diagnostic showed superior test results. Decision was delayed due to CMC considerations, not statistical/scientific. PPS will likely jump to around $7 (currently @ $4 after a nice run recently) around PDUFA. Excellent partnership for Lymphoseek + interesting pipeline moving ahead.
: the riskier play, but despite the recent pop it has a lot more to gain thru their PDUFA (my realistic expectation in Jan 2014, not H2 2013) where pps can pop to $20 as their insulyn inhaler is FAR superior (size, efficacy) to the failed Exunera (just Google-up Afrezza and Exubera photos to see the diff). Repeated p-3 study will be fully enrolled very soon and it has very little scientific risks. Will also be interesting to see how they address the financing challenge (a must in the next 6-9 months) via a dillution (ulgy) or more likely via a partnership OR the owner, the biotech veteran billionaire Alfred Mann puts his pocket money it ...
In addition (and on top of ARNA
), I have smaller long positions in DSCO
- both depend "only" on execution (they have approved products in hand) but have failed to deliver so far. However, their potential is 4-5X from now IF done right. I had a small position in DVAX
but decided to sell since their PDUFA date was a bit late (Feb 2013) so I might join later again.
I will be happy to hear about other interesting small-biotech opportunities as this sector COULD eventually explode after so many depressing years.