RiverBabe's Baby Biotechs

[riverbabe]

DNDN halted currently. don't see any news yet

halt due to meeting ongoing. some people are listening in and reporting in dndn message board on yahoo finance: http://messages.finance.yahoo.com/St...36&tof=2&frt=2

positives all over the place. Advisory committee to submit report to Medicare. Final decision whether to fund due in June 2011.

I like George Soros too, peanuts.

[riverbabe]

Dndn halted

DNDN halted currently. don't see any news yet

[peanuts]

That article made my eyes cross. I'm not sure if his speculation is correct regarding the recent weakness. The Nov 17 review shouldn't be anything more than a bunch of blowhards trying to sound important and cautious. What credence is a smart investor really going to give them if they don't actually make a real decision? When it comes down to it, a bunch of old men with fears of loosing their virility are going to vote YES to get medicare and medicaid to cover Provenge. That's the bottom line, isn't it?

This stock is turning into a longer term investment than I had hoped for. I'm currently down some and thinking I might move the money somewhere else if there is a good place to put it. Wondering about the possibilities of takeover. Am thinking the geographic logistics of treatment might also be limiting for any willing pharma company.
Just thinking out loud here.

http://seekingalpha.com/article/237201-wednesday-s-vote-will-determine-dendreon-s-fate?source=yahoo

Tomorrow is the 17th, so I guess we are in for some news either way. Soros has put down a big bet on DNDN. He's a pretty bright guy, so maybe there is more to Provenge than just medicare approval. However, if approved, this stock could soar to new highs very quickly... and then there is Europe to consider. According to the article (posted link) the European market is 1.5x USA... and then what about the rest of the world? Sure, there will be a "delivery" issue, but if they are onto something (which I think they are) then new production facilities will spring up in all the key areas.

Also, this new way of fighting cancer... using the body's own immune system... might be the way to fight other forms of cancer. More R&D will surely be done and if, and I mean IF, they figure it all out... well, you can blow kisses to yourself in the mirror everyday if you bought shares now.

I'm getting waaaay ahead of myself here, but the potential of finally beating the scourge of cancer has me pretty pumped about this company. If they do it, then any profit that I do make from owning the shares will be nothing in comparison to the benefit to humanity. But it all comes down to tomorrow's meeting and what the panel has to say about Provenge extending people lives. Let's just take it one day at a time and wish the guys luck.

[riverbabe]

Mannkind

A lot of bullish comments on MNKD recently. Anybody own any?

[riverbabe]

River,

Dang it! We should have bought BEC. Check out chart from last 30 days. From talking with the service reps. Beth says they'll be back to full strength within a year.

-----------billy

billy, for some reason, these great old companies don't get my heart beating faster. My loss. Good luck to you!

[riverbabe]

That article made my eyes cross. I'm not sure if his speculation is correct regarding the recent weakness. The Nov 17 review shouldn't be anything more than a bunch of blowhards trying to sound important and cautious. What credence is a smart investor really going to give them if they don't actually make a real decision? When it comes down to it, a bunch of old men with fears of loosing their virility are going to vote YES to get medicare and medicaid to cover Provenge. That's the bottom line, isn't it?

This stock is turning into a longer term investment than I had hoped for. I'm currently down some and thinking I might move the money somewhere else if there is a good place to put it. Wondering about the possibilities of takeover. Am thinking the geographic logistics of treatment might also be limiting for any willing pharma company.
Just thinking out loud here.

[billyjoe]

River,

Dang it! We should have bought BEC. Check out chart from last 30 days. From talking with the service reps. Beth says they'll be back to full strength within a year.

-----------billy

[peanuts]

Pea, you have probably read this, but I think this is what's going on. http://www.minyanville.com/businessm...d/30996?page=2

I still have some. Need to ponder this a bit. Have been out of the country and catching up on my mail. The Nov. 17th date mentioned is coming up fast. Let's discuss further.

That article made my eyes cross. I'm not sure if his speculation is correct regarding the recent weakness. The Nov 17 review shouldn't be anything more than a bunch of blowhards trying to sound important and cautious. What credence is a smart investor really going to give them if they don't actually make a real decision? When it comes down to it, a bunch of old men with fears of loosing their virility are going to vote YES to get medicare and medicaid to cover Provenge. That's the bottom line, isn't it?

[riverbabe]

MNKD accused of fraud. I bought some... we shall see. PDUFA @ 12/29

http://online.wsj.com/article/BT-CO-...04-719132.html

What smells does not please the FDA, no matter if unproven. I'm inclined to resist this buy.

[riverbabe]

This is not working out as expected. I might have to take a loss and sit on the sidelines for this. But, then again, it should just be a matter of time before it makes new highs and I don't need the money currently tied up in it for another stock, so maybe I'll hold.

Anyone want to tell me what they would do?

Pea, you have probably read this, but I think this is what's going on. http://www.minyanville.com/businessm...d/30996?page=2

I still have some. Need to ponder this a bit. Have been out of the country and catching up on my mail. The Nov. 17th date mentioned is coming up fast. Let's discuss further.

[peanuts]

I've been buying DNDN lately... waiting

This is not working out as expected. I might have to take a loss and sit on the sidelines for this. But, then again, it should just be a matter of time before it makes new highs and I don't need the money currently tied up in it for another stock, so maybe I'll hold.

Anyone want to tell me what they would do?

[dmk112]

MNKD accused of fraud. I bought some... we shall see. PDUFA @ 12/29

http://online.wsj.com/article/BT-CO-20101104-719132.html

[peanuts]

I've been buying DNDN lately... waiting

Adding to my position this morning. Will be 66% full after today.

Back in the black. Is this ready to rock again?

[dmk112]

Avanir recieves approval NUEDEXTA, up 80% in a/h

http://www.reuters.com/finance/stocks/keyDevelopments?rpc=66&symbol=AVNR.O&timestamp=20101029221700

[tiedyed1]

Vphm

Good momentum here going into 2011.

7:40AM ViroPharma beats by $0.14, beats on revs; issues FY10 Cinryze revenue guidance (VPHM) 15.46 : Reports Q3 (Sep) earnings of $0.45 per share, $0.14 better than the Thomson Reuters consensus of $0.31; revenues rose 46.2% year/year to $117.8 mln vs the $106.5 mln consensus. For Q3, co reported Cinryze sales of $49 mln vs consensus of $45.6 mln. For 2010, co expects net Cinryze sales to be $170-180 mln vs consensus of $171.41 mln.