Potvrdu da je moja preporuka od 30.10.2007. da je vrijeme da se napusti ZSE bila razborita dobili su svi koji su na ZSE ostali nakon IPO-a HT-a.

No, ono sto me jos vise veseli jest da je i moja preporuka da se sa ZSE prebacite u globalni biotehnoloski sektor u razdoblju nakon 30.10.2007. bila jednako tako dobra. Evo clanka kojeg je Maureen Martino danas objavila u "Fierce Biotech" (na grubom hrvatskom prijevodu – "U teskim burzovnim okolnostima, biotehnoloski sektor sjaji"):

"In tough market, biotech shines"

Wall Street has been in a tough spot these last few months, with the S&P 500 losing 9.5 percent over the course of June and July. But the biotech industry has emerged as a safe haven for investors in the face of poor performance in other sectors. "The biotech index is up 9.9 percent so far this year, compared with a decline of 13.7 percent for the S&P 500," notes the Boston Globe.
Investors see small biotech as a smart investment for a number of reasons. The much talked-about weak pipelines at Big Pharma companies are good news for small biotechs. Now more than ever pharma is looking to small developers to fill the gap. Take, for instance, Roche’s massive $43.7 billion offer for Genentech, or BMS’s smaller but still impressive $4.3 billion bid for ImClone. These deals bolster the sectors as a whole, as investors anticipate similar mergers and pacts with other biotech companies.
The potential for big deals isn’t the only reason biotech makes for a good investment these days. Drugs–and the companies who make them–are somewhat insulated from economic pressures. While consumers may opt to hold off on purchasing a new car or computer, patients will buy drugs as long as they work. Investing in biotech comes with its own very real set of risks, but for now, at least, it appears to be preferable to other sectors.

Evo i zgodnog clanka:

"10 ZAPOVIJEDI PRI INVESTIRANJU U BIOTEHNOLOSKI SEKTOR"

Investing in biotech companies is risky business: Just one batch of bad data can send biotech investors running in the other direction. So what can biotechs do to attract and maintain interest in their company? Check out the Motley Fool’s 10 commandments to learn what experts are telling investors to look for when it comes to biotech stocks. The Fool points out that there are exceptions to the commandments, but as a general rule of thumb biotech that don’t follow them are a more risky investment. By knowing what investors are looking for in biotech, companies can avoid certain mistakes, making themselves more attractive for investment.

1. If a drug fails its primary endpoint but is still submitted to the FDA, it’s not likely to get approval. The Fool uses Abbott’s Xinlay as a prime example of this commandment.

2. Beware of what exchange a biotech’s stock is on. All exchanges aren’t created equal and biotechs on certain exchanges may not be the best investment.

3. If a biotech doesn’t have any approved drugs, be prepared for unstable stock prices even if the company is relatively stable.

4. Companies developing drugs for certain kinds of diseases (such as Alzheimer’s and several other indications) have a hard time gaining regulatory approval.

5. The larger and longer the trial, the more likely it is that something will go wrong.

6. Unproven technologies, such as cancer vaccines, are a risky investment because the technology may or may not work. Even if the technology is sound it may or may not work for a biotech’s chosen indication.

7. When considering investment into a drug, pay careful attention to the severity of side effects in addition the efficacy of the product. The worldwide recall of Vioxx–and the legal battle Merck now faces as a result of the drug’s side effects–is an example of why it’s important to consider both the risk and benefit of a drug.

8. Investing in companies with drugs in the early stages of development offers greater long-term rewards but a much great risk. The Motley Fool reports that only 20 percent of Phase I drugs make it to market. Those aren’t great odds. And the average $800 million cost for bring a drug to market doesn’t help the situation.

9. Never invest too heavily in one company; this is not the time not the time to put all your eggs in one basket. If you’ve chosen to invest in a company that turns up bad data, has its NDA rejected by the FDA or is forced to recall a drug, you can kiss your money goodbye.

10. Bringing a drug to market isn’t the only thing that impacts a biotech’s success. The market for certain indications is crowded, so knowing a drug’s competitors is as importing as knowing how well a drug works. In addition, the political climate can impact a drug’s chances of approval.

BIOTECH balon je upravo kaput [emo_palacd]

Bio techs su vruce kako te dionice lete jos pogotovo za vrijeme objavljivanja zarada… Sad razlog zasto lete je jednostavan, osnovno pravilo ponude i potraznje. Recimo jedan $AQXP ima samo 4 mil. Float, samo 4 mil slobodni dionica. Sad recimo da milijun ljudi vidi vijest i hoce kupiti 1000 dionica svaki kako ce se stvari odvijat? Očito. Dionica ide u nebo… To je snaga i mi kao trejderi moramo samo imat takvu dionicu jednom tjedno i to je to..

balon .. over . ima dobrog shorta na sve strane