New to the Forum, any other biotech guys on here????

i got into the biotechs in the last few years, but frankly i should run away because i am not active enough. mostly because i am more into the speculative plays.

owned SNTS and TSRX and were bought out.

currently up on GILD, ACAD, HALO, RMTI. about even on EPZM.
losing my arse on IDRA and MNKD.

my biggest problem is hitting the sell button.

Don HALO is solid, randall kirk is in that, my favorite biotech investor ever, he's in XON and ZIOP, XON is my second favorite name and synthetic biology is prob the future of the world, yesterday he went a little jurassic park on me with the genetically modified mosquitos but I've met with intrexon management and their science is so cutting edge its truly under wraps nobody really knows what the hell intrexon is doing but I wouldn't be shocked to see them be 10-20x from here one day. Right now it got repriced bc it got a little ahead of itself, but kirk is a guy I would never bet against. HALO is one of his favorites, and I think they got some promising stuff coming with ZIOP

MNKD, cut and run, thats about as big a bioturd as you can get, we joke around about the dream boat being the nightmare boat lol that stuff will kill you man, thats the ultimate retail bag holder name. The valuation is so nutty relative to what they sell and OMG they will never do anything I can promise you that. Sanofi is just laughing imo at whats going on and Al Mann is just awful, even his eyes thats another piece of junk but no offense MNKD is a short it and forget it name, maybe it has some squeezes here and there but overall its not a long in any way

Affrezza is just an awful drug man, it gives you lung cancer lol and management recently puts out a thing saying put your shares in cash account so they cant be borrowed LOL cmon man they're acting like its an OTC penny stock haha cracks me up, real amateur stuff going on there, thats not even science. I honestly think MNKD goes MNKDq and prob is an otc name one day, no real scientist like myself will tell you otherwise and if they do they're just lunatics.

ESPR is a decent name but it doesn't have massive upside anymore, the CEO was saying he couldn't sleep at night when it was $100 and rightfully so, regeneron is gonna get the bulk of that market, granted cholesterol is a huge market.

PCK9k whatever im not buying it, ESPR drug is fine, overreaction imo they will prove it, but better names out there with less risk IMO.PCK9k is the name of the pathway REGN drug inhibits they call em "PCK9K inhibitors" fwiw just wanted to be clear.its a cholesterol related pathway and you can block it creates good effect, its great, the only hope ESPR has imo is ESRX not gonna be impressed with the price tag REGN gives them, thats were ESPR comes in ala GILD and ABBV late 2014 situation

Why do I feel like investing with you would result in me losing a kidney?

How about 6 years?

Kidding. The first post, buy now and triple your money does scream pump and dump. Just sayin'.

Hope you make some cheese.

ETA- not sure why I was being nice earlier. This guy is crazy.

LOL wow could you two be any more ignorant? Haha its a tad comical, I was searching for other guys who understood biotech and you two clearly do not. Whether you choose to believe me or not, I don't have the power to pump and dump a $5B biotech company trading at $135/share lol this isn't a penny stock.

Regardless of what you two intellectual mammoths believe, bluebird is on the cutting edge of scientific discovery and if you understood how large a step for mankind what they're doing is you'd change your point of view. Gene therapy has been around for 30 years and its failed pretty much every which way till bluebird presented data last christmas showing pretty much full blown cures in 4 beta thalassemia patients, the creation of hemoglobin led them to believe that sickle cell disease, the largest of orphan diseases could also in theory probably be cured.....we will find out this dec if thats the case.

It would be nice if you guys would stick to commenting on what you know vs trying to break up a thread where I was seeking other scientifically intelligent posters, you two clearly don't fit that bill, please go back to the thread where you recommended gold and re-renter this thread when you have even the slightest knowledge of science and where the sector is headed. Gene therapy is the next big forefront and multiple other companies have failed this year alone CLDN and AAVL come to mind, well the AAV vector has been a complete flop and the lentiviral vector which bluebird happens to work with seems to be curing a few blood disorders, and the real question is how many other hematological disorders can bluebird go after and potentially cure.

Bluebird is playing God, rewriting genes, taking sickled cells and making people healthy and normal, its mind blowing.The next time you call a company a pump and dump make sure it doesn't have the best data of the last 30 years along with curative solutions to previously incurable diseases like beta thal and sickle cell. O and also pump and dumps don't have $900M in cash, actually 99% of biotech companies don't have $900M in cash, but this $4.5B company does......

I hope my rebuttal pipes you down......

Now any other science guys in here wanna chat, Im all ears, and always love a great discussion with intelligent minds.

LMAO $2.5M potential treatments per patient and you two guys are calling it a pump and dump, my o my the ignorance some of you display without even so much as googling for 2 seconds is hilarious of course I'm a scientist by trade but a trader by occupation so of course I clearly don't expect you to look at things the way I do in this space. Have you even looked at the options chain, there is an enormous move being price in after december. Anyways best of luck, I suggest you short bluebird since I'm out here pumping it you might make some money if you're right.......

Yea, because i'm going to post my name all over a forum, if you can't get from my few posts that I'm well versed in this space, I don't know what to tell you. Again I wasn't seeking to give out investment advice, I was just seeking other fellow LSU football fans who happened to be in the bio space......anyways best of luck

FWIW I have worked on a few orphan drugs in my career, and I can tell you without a doubt the names I listed above whether it be blue or rtrx or cemp or ttph, keep those on your watch list and see what happens over the next 12 months, then come back and remind me of how I'm a pumper

BLUE - $135

CEMP - $38

RTRX - $31.38

TTPH - $44

Just keep an eye on those and I bet barring a meltdown in china or the XBI, those will easily cruise past the SPY or whatever performance benchmark you measure up to, some of the finest science around in those names

How was it salesish???? I was just seeing if there were other LSU football fans who have a keen interest in science such as myself? I laid out my interests and was hoping to connect with others who share the same interest.

Wow you're a scientist and haven't heard of bluebird or intrexon which are probably the 2 companies every scientist on the planet are gushing over in terms of potential? Interesting, odd, but interesting.

With such a proficient science background how are you not an avid investor in any of these biotechs I named, they're all the highest of quality with some of the lowest risk profiles around sans bluebird, CEMP and TTPH are antibiotics and the antibiotic space is easy money look at what Cubist was acquired for and CEMP and TTPH more than likely get bought soon too

I definitely would not have assumed you to be a scientist, no offense, your posting style just didn't leave me thinking this is an analytical guy who is eloquent and articulate, you just jumped out at me and assumed I was pumping a $5B company.

Science guys all over the world are trying to break into the fields bluebird and intrexon are in and honestly all BS aside 10x on both wouldn't shock me one bit, the potential is certainly there for both companies, just shocked a science guy like yourself is so out of the loop on synthetic biology and gene therapy and genome editing.......

Odd

Anyways best of luck

I'm not a biotech yet, but I'm probably gonna use this list to look for jobs today . Job market is really small for biology grads right now