4 picks for the biotech boom in 2011, page-43

  1. TDA
    11,411 Posts.
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    Great work ABDM, just to add:

    ACL - FDA approval soon as mentioned, but don't forget phase 3 trials to start for HA-Irinotecan as soon as Generic Fondaparinux is given by FDA, also phase 2 trials for Lung Cancer. My latest thoughts if interested:

    http://www.hotcopper.com.au/post_single.asp?fid=1&tid=1433157&msgid=8131373


    TIS - VitroGro could quite possibly become the gold standard in wound care, especially for ulcer treatments, a multi $billion sector. Short term pain due to capital raising but could be a good window for those who didn't have them before or those who wish to top up.

    PYC - Has been talked about already here and shareholders can look forward to good news flow for the remainder of the year, another deal is expected with Roche which will be a big one, this is on top of other drug screening deals with majors expected.

    I also hold SHC, PRR & ACG

    ACG - this one interests me greatly now, especially after Sonic Healthcare signed a revenue sharing deal for the life insurance sector, this is a rather big sector and add this with their increasing Pharma segments and it makes a market cap of only $16m look silly imo, especially as their SphygmoCor system is considered the global gold standard for non invasive central blood pressure measuring.

    There's obviously a lot more to the above and happy to expand:)







 
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