The strategy of 2017 picking will be the same as in 2016. The biotech stocks will be categorized into several groups: I) short-term investment (this will include biotech scams that can be pumped in nearest future); II) biotech gems that have strong science basis and pps below $15, potential buyouts targets for Big Pharmas; III) big cap biotechs for long-term investment (3 and more years)I.
1)
AXON (can play on potential "run up" but sell before phase III results release)
2)
ORMP (Phase 3 start can induce short run up so buying before at $6-6.50 is not bad idea)
3) AVXL (just SELL this scam)
4) NTRP (biotech scam that will be pumped because "success" of AD drug in Ph2 trial and promises to proceed to Ph3 trial)
II.
1)
CARA is still BUY, good phase 3 results for IV pain-killer can induce +50-60% spike)
2) SGYP buy and hold
3) RGNX (BUY)
4) MTNB (buy at low and HOLD, 05/17/17 update
STRONG BUY below $3 and up to $3.50 )
5)
CTIX6) AGTC (accumulate at low pps and HOLD)
7)
CERS (STRONG BUY)
8) SYN
9) EDAP
10)
OSIR (buy at low pps $5-5.50 and HOLD before release of 2015-2016 results release)
11) NYMX
12)
VBLT13) CLDX
14) NDRM
15) LXRX
16) AKAO (very high (>70%) probability of acquisition by Big Pharma in 2017)
17) CNAT
18) MRUS
19)
AKBA20) IDRA
21) KURA
22) NERV
23) AMRN (can be strong pps spike after Phase 3 REDUCE-IT cardiovascular outcomes results release in 2018, pps $3-3.5 is good for entry)
24) PTCT (long, pps "run up" before FDA advisory meeting in September is possible to up to $20)
25) AVEO (buyout target for Big Pharma in 2017, possible upside +200%)
26) MBRX (STRONG BUY, strong science, very good portfolio)
27)
AUPH (Ph3 Active Lupus With Voclosporin will drive pps +50-70% during next 1-2 years)
28)
SRNE
29) ZIOP
30) BLCM
III.
1) NVO (buy at current low for LONG, new
oral GLP-1 pills will be a major breakthrough in diabetes treatment)
2) MKGAY (Sigma-Aldrich acquisition increased cash flow at least +25%, licensing of new drugs and technologies)
3) ACAD
4) ALKS
5) EXEL
6) GBT
7) IONS
8) KITE
9) ARRY (potential buyout target for BF after FDA approval of cancer drug in June 2017)
10) SGEN
11) IRWD
12) MYGN
13) AERI
14) RARE
15) JUNO
16) AIMT
to be continued...
I will avoid in 2017:
1) AXON
2) BLUE
3)
PRAN4) XON
5) XOMA
6) EDIT
7) NTRP (recent AD drug scam biotech, STRONG SELL or SHORT)