Posted On: 02/17/2013 12:39:49 PM
Post# of 226
My 2013 Call............given the facts I understand TODAY
I have taken to calling the MAG7 and the CB7 the BIG 14. Within
the group I always have focus stocks. For the asset allocators in
my group those are what to OVERWEIGHT right now. For the buy and
hold group the focus stock represent the stocks you MUST OWN NOW
if you are building from a small capital base and CANNOT
own all 14 in a balanced portfolio AT THIS TIME. The large account
buy and hold crowd should have an equal amount of all 14 and for
them my updates are nothing but continuing DD and a source of amusement.
For the remainder of 2013 my PRIME FOCUS stocks are SBFM and CTIX
For SBFM the completion of their pre trial studies and Filing of
their IND is fast approaching. After that we look to their TRIAL LAUNCH.
These events ARE LIKELY to produce for us A RUN just like the
CTIX Run from 50 cents to $2.40 last fall. SBFM addresses 80% of Breast
Cancer and their IND news and TRIAL LAUNCH news will produce just
as much MEDIA NOISE as the KEVETRIN trial launch.
CTIX remains atop the focus list because their Phase I trial results
will be DUE in the 4 QTR. A great report could turn their chart into
another PCYC. Because of the terrible condition of the trial patients
going in; ANY Kind of good report should move CTIX to at least $5
Beyond these TWO anyone with capital for three and up should consider
accumulating ISCO on selloffs and bad market days. At some point the
market is going to realize that product sales for them MAY FUND THE COMPANY
to an extent that any dilution for their future CLINICAL programs is
mitigated. Their clinical programs will be coming into view shortly
as IND work progresses. I dont have an IND timeline...but you should
pay attention to KARIN and KELT on that. They both have a razor focus
on this one and are the folks who BROUGHT IT TO MY ATTENTION.
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