Infinity Pharmaceuticals, Inc. (NASDAQ:INFI)

zzlangerhans (99.26) Submitted: 11/14/2011 11:58:50 AM : Start Price: $8.07 INFI Score: +30.33

I haven't become score leader on Infinity through any particular strength in my predictions, at least on a short-term basis. Instead, I've plugged away at the stock over years eking out small victories which sometimes required many months to come through. Meanwhile, the rest of the community found little of interest to garner a rating.

Once again, I won't be scoring more than 20 points on the play, and I could go that far into the red at first. The stock has crept up through my red thumb threshold of 8 despite an ongoing ho hum fulfillment of their midstage pipeline obligations. The next catalyst is likely to be data from the phase II trial of oral Hedgehog inhibitor IPI-926 and gemcitabine in metastatic pancreatic cancer. But the trial just finished enrolling and the endpoint is overall survival, so I don't think we'll be seeing topline data any time soon. Of course, pancreatic cancer has buried many a drug candidate and Infinity has already established a track record of failure with their Hsp inhibitor retaspimycin.

Infinity is far from worthless, and 215M isn't a huge cap for an oncology biotech with multiple phase II trials and 75M in cash. However, I'm seeing a major broad decline in the near future which means the valuation of speculative biotechs will move in the direction of cash for the short term.

biotecher73 (< 20) Submitted: 5/20/2011 11:42:10 AM : Start Price: $6.79 INFI Score: -9.57

Stock is at a hard bottom with market cap less than or equal to cash on hand. Two clinical trials in play for its lead candidate and a backup portfolio behind that. Royalties are already coming in to make the company marginally profitable, and a single piece of good news is likely to send the company radically upward in valuation. Add to that a significant short ratio, and a short squeeze similar to ARIA in 2000 could easily occur.

pjani06 (54.51) Submitted: 7/23/2009 6:56:34 PM : Start Price: $8.13 INFI Score: -62.99

outperform. company is HIGH in cash. not terribly overvalued, and is likely to kill S&P 500 where it is at today's levels.
additionally these companies are not within the financials nor energy sectors.

djkumquat (79.34) Submitted: 4/20/2009 11:53:33 AM : Start Price: $5.59 INFI Score: -51.00

getting near cash value. nearly no debt.

EMG114 (20.83) Submitted: 4/23/2008 3:27:37 PM : Start Price: $7.04 INFI Score: -13.39

Good investment for the long-term...

tharlow (< 20) Submitted: 8/24/2007 3:42:26 AM : Start Price: $10.16 INFI Score: -35.83

This will be absolutely massive.

cardiacarrest (21.89) Submitted: 1/12/2007 10:32:50 AM : Start Price: $14.10 INFI Score: -56.60

Yes the madly ambitious Julian Adams at least has a track record to back up his new venture in Infinity. He and his sharp CEO have gone from basically nothing to on the market and in the clinic in 3 years. It should keep charging along....