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portefeuille (99.61)

DYAX

Recs

4

March 13, 2011 – Comments (12)

It might be a good time to buy a few DYAX shares (I am less "convinced" than I usually am when I write "these posts"). I will make DYAX shares one of the larger positions of my "fund" (see here). There are currently 3500 DYAX shares in the fund with break-even of around $2.25. RIGL is at around $1.50 now.

Some recent presentations are here.

12 Comments – Post Your Own

#1) On March 15, 2011 at 4:52 PM, zzlangerhans (99.78) wrote:

Just reviewed the stock and I can't follow your reasoning here. Kalbitor revenues are anemic and not picking up steam, and there's no pipeline. All I foresee is a persistent cycle of burn and dilution. Want to shed any light on this one?

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#2) On March 16, 2011 at 4:24 AM, portefeuille (99.61) wrote:

I like the licensing/royalty part, that is somewhat similar to that of MorphoSys (see slide 18/23 here).

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#3) On March 16, 2011 at 4:48 AM, portefeuille (99.61) wrote:

see slide 18/23 here

... or slide 17/22 here

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#4) On March 16, 2011 at 5:04 AM, portefeuille (99.61) wrote:

http://en.wikipedia.org/wiki/Phage_display
http://www.morphosys.com/
http://en.wikipedia.org/wiki/MorphoSys
http://en.wikipedia.org/wiki/Cambridge_Antibody_Technology
http://www.medimmune.com/research_technologies.aspx
Handbook of Therapeutic Antibodies, Volume 1, 13.5 Human Antibody Technology

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#5) On March 16, 2011 at 5:05 AM, portefeuille (99.61) wrote:

I am still in my posting random links phase, I hope I will progress ...

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#6) On March 16, 2011 at 5:06 AM, portefeuille (99.61) wrote:

RIGL

DYAX

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#7) On March 16, 2011 at 5:11 AM, portefeuille (99.61) wrote:

Orphan patient communities grow online

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#8) On March 16, 2011 at 5:19 AM, portefeuille (99.61) wrote:

Antibody Engineering, Volume 2, 39.2.5.1 Phage display

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#9) On March 16, 2011 at 5:20 AM, portefeuille (99.61) wrote:

#5,8 at least that should keep those gold bugs away, hehe ...

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#10) On March 16, 2011 at 10:58 PM, zzlangerhans (99.78) wrote:

The phage display library thing is a little out of my comfort zone. It doesn't seem like the company separates out the licensing revenues from developmental funding which makes it impossible to track the growth of that segment of their business. Thanks for clarifying.

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#11) On June 13, 2011 at 1:30 PM, zzlangerhans (99.78) wrote:

Looks like you nailed the bottom yet again. I think I'll stop wasting time on half-baked research and just buy on your recs.

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#12) On June 13, 2011 at 2:22 PM, portefeuille (99.61) wrote:

#11 not sure replacing half-baked with quarter-baked is a good idea ...

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