Cash-Starved Biotechs
Post# of 36536
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Posted On: 01/28/2020 7:48:12 AM
Thanks, docj, for posting. I'm glad the guy has a CFA, and can do all that CFA stuff, but I don't see how it helps me invest in cash-starved biotechs, except to show that money-losing biotech operations like Kite with accumulated deficit of $600 million was not an obstacle to Gilead paying the top dollar price of $12 billion.
And one has to wonder, again, if all the money being paid for the expensive CAR-T technologies won't be challenged by the peptide technology of Generex's AE37. CAR-T might turn out to be an expensive fad.
I think the best one can do is to read interviews with the people involved.
Twenty years ago or more I was wowed when researchers stopped brain cancer in rats. 20 out of 21 survived. I thought: this sounds like a cure. The company involved was Immune Response. Jonas Salk was behind it. Phd's galore. How could they lose?
Well, they could lose, and I think that's one of my big losers. I stayed to the end. How would this article show me how to avoid what looked so much like an obvious winner. Probably the thing to do is to buy a basket of such stocks.
JM has tried to create his own basket of technologies, but it is still contingent on cash. No cash means dormancy. So, he solves that problem or he doesn't. It still comes down to the people involved. Generex has first class scientists and a CEO who is unrelenting and resourceful.
Perhaps it is only articles like this one that have any relevancy to me:
https://seekingalpha.com/article/4228973-new-...king-value
And one has to wonder, again, if all the money being paid for the expensive CAR-T technologies won't be challenged by the peptide technology of Generex's AE37. CAR-T might turn out to be an expensive fad.
I think the best one can do is to read interviews with the people involved.
Twenty years ago or more I was wowed when researchers stopped brain cancer in rats. 20 out of 21 survived. I thought: this sounds like a cure. The company involved was Immune Response. Jonas Salk was behind it. Phd's galore. How could they lose?
Well, they could lose, and I think that's one of my big losers. I stayed to the end. How would this article show me how to avoid what looked so much like an obvious winner. Probably the thing to do is to buy a basket of such stocks.
JM has tried to create his own basket of technologies, but it is still contingent on cash. No cash means dormancy. So, he solves that problem or he doesn't. It still comes down to the people involved. Generex has first class scientists and a CEO who is unrelenting and resourceful.
Perhaps it is only articles like this one that have any relevancy to me:
https://seekingalpha.com/article/4228973-new-...king-value
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