Hi, Allan,
This is for your blog, can you please post it for me?
CYTR is doing really interesting research - a novel approach to diabetes and obesity with RNA interference, and the stock is very cheap. I have more to write about CYTR but I don't have time now and it may be a good time to take a small position, in case it gets some more positive publicity.
Ilene
CytRx Announces Publication of Major Article Demonstrating That Its Proprietary Drug Target RIP140 Controls Insulin Sensitivity and Glucose Tolerance
Thursday February 2, 8:30 am ET
Article Further Supports CytRx Approach to Therapeutic Treatment of Obesity and Type 2 Diabetes -
Note from A:
While we await Ilene's closer look at CYTR, here is what I see: Market Cap is $69M, cheap, cheap, cheap. They have 19 cents per share in cash and no debt. They are working on a treatment for obesity and diabetes, two huge markets. The publication of the article (above link) suggests they have something and it works. If that proves to be the case, then $69M is a fraction of what this company is really worth.
A
13 comments:
Allan,
What are your thoughts on AMD? They are introducing better products at a faster clip for a lower cost then rival Intel.
When Intel disappointed investors with its fourth-quarter EPS results and AMD topped forecasts, there was massive selling of Intel's shares for losses and late-to-the party buying action in AMD.
Do you think the boat set sail already on AMD?
-Trent
Trent - I don't follow AMD, but since you asked, I looked at its chart--can't ask for a better looking uptrend and as Jim Dines says, trends tend to stay in effect until they change.......
A
Thanks Allan!
-T.
Good morning, Ilene and Allan!
Here I was, all set to forward an article to you, when in a moment of synchronicity, you offer this post ("CYTR"). Please forgive me my lapse of judgment, but I will instead share it here via a link to my blog, http://eutrapelia.blogspot.com/2006/02/todays-epidemic.html
I suspect you and your readers would have interest in the linked article, although I also suspect Ilene knows this stuff 'stone-cold'!
Be well,
d
Hi Ilene:
Keep up the good work on your Biotech stock research.
I think we are especially close to new therapies that will help prevent/treat type 2 diabetes and obesity.
Therapies to manipulate gene expression by use of peptides or short RNA strands is a promising field. These therapies can either be used to turn off potentially harmful genes, or to turn on desirable genes.
RNA Interference therapy appears to work by binding an interfering RNA segment to the target messanger RNA segment, thereby blocking or silencing the harmful expression of the messanger RNA.
Another promising therapy called "antisense therapy" which uses mirror image sequences of RNA (antisense RNA) to block the effect of harmful genes. One antisense drug, Vitravene, is already on the market.
I look forward to reading more of your research and ideas.
If you haven't read Ray Kurzweil's book "Fantastic Voyage, I highly recommend it. He gets way way out in left field on some of his future predictions, but his info on the state of current technology is fascinating.
Greg Reiman
Hi, David, thanks for the article! Cute dog.
Hi Greg,
Therapies to manipulate gene expression by use of peptides or short RNA strands is a promising field....
Yes, I think it's one of the most promising areas.
RNA Interference therapy appears to work by binding an interfering RNA segment to the target messanger RNA segment, thereby blocking or silencing the harmful expression of the messanger RNA.
There was a recent very large insider/director buy (in a private placement) in ALNY. Might be worth looking into. (I have some of the stock still...)
One of our "bird flu" basket companies HEB has a drug which is being tested by the Canadian Dept. of Defence for helping the immune system respond to virus infections, including potentially the avian flu virus. It works because double stranded RNA of a particular size stimulates the immune system, as dsRNA inside the cell is indicative of a viral infection.
"Ampligen® (poly I:poly C12U) is a synthetic specifically configured double-stranded RNA containing regularly occurring regions of mismatching. Ampligen® and Oragens® experimental nucleic acids are being developed for the potential treatment of globally important viral diseases and disorders of the immune system including HPV, HIV, Chronic Fatigue Syndrome (CFS), Hepatitis and influenza."
If you haven't read Ray Kurzweil's book "Fantastic Voyage, I highly recommend it. He gets way way out in left field on some of his future predictions, but his info on the state of current technology is fascinating.
Thanks, I remember reading something from him, an article maybe, a long time ago on OP. I think I thought he was decades early, underestimating the unknown and enormous complexity in the area of biology/neurology, but interesting.
OK, Ilene, I'll throw my beret in with you on this one . . .
regards,
Hi Ilene:
Here is a pitch (long and heavy on hype) I received to subscribe to a very expensive newsletter, which I am not going to subscribe to.
Never the less, the discussion about RNA Interference threapies is pertinant to our previous discussion. I thought you might find it of interest and possible even sniff out the companies they allude to, but do not name.
Greg
^^^^^^^^^^^^^^^
February 04, 2006
Dear S&A Subscriber,
Last week, 300 of the world’s top scientists, doctors, and big pharma scouts assembled in Vancouver, British Colombia to listen to two very small companies speak…
Together these two companies own a medical technology so powerful, one Nobel prize-winning doctor called it “a gift from heaven.”
Our lead technology analyst, Dave Lashmet, was there. Below, you’ll find every detail of what he has learned.
Do not miss this report.
Sincerely,
George Rayburn
Publisher,
Stansberry & Associates Investment Research
How much is
the Jorgenson
Breakthrough Worth?
Nobel Prize Winner Dr. Philip A. Sharp calls the Jorgenson Breakthrough:
“…the most important and exciting breakthrough of the last decade, perhaps multiple decades.”
Dear Reader,
Gloria Richards never expected to go blind.
But like 20% of all men and women over 65… she had macular degeneration—which often leads to age-related blindness.
No more reading. No more golf. No more weekly bridge parties with the girls.
Life as Gloria knew it, would be over…
Then her doctor told her about a brand-new treatment—a breakthrough technology so important to the medical community that it was recently featured over 1,625 times in scholarly scientific journals, like Scientific American, Science magazine, and in the academic reports of The National Academy of the Sciences.
Gloria’s doctor asked if she wanted to be one of the first to try this new treatment. Without hesitation, Gloria jumped at the chance.
The result?
Put simply, Gloria experienced a miracle.
She can see… with no drugs, no lasers, no surgery, and no side effects.
Dr. Philip A. Sharp, MIT professor and Nobel Prize-winner in medicine says of this technology, called RNA interference, “It’s the most important and exciting breakthrough of the decade, perhaps multiple decades.”
“What has sparked such an interest in RNA interference is the fact that it works.”
– Dr. Gregory Hannon,
Cold Spring Laboratory, New York
In fact, RNA interference is so powerful that Technology Review magazine listed it as one of the “10 emerging technologies that will change your world.” That’s because RNA interference doesn’t treat just macular degeneration—it can be used to shut off nearly any disease in the human body—just like shutting off a light switch.
Sounds unbelievable, right? I’d agree, but I’ve seen the proof for myself. This technology is as real as they come—because it’s being put to practical use right now.
I’ll tell you all about how it works in just a moment.
You see, I’ve spent the past 3 years investigating this new technology first hand. I’ve met with over a half-dozen infectious disease experts, attended dozens of industry conferences, and visited top-level executives and CEOs. In short, this new technology is so powerful—its applications are practically unlimited...
“There’s no doubt about it!!! …RNA interference is a cure for Huntington’s disease and other expanded repeat diseases!!!”
– Hereditary Disease Foundation, Official Website
“Many RNA interference companies are planning to tackle viral diseases, including hepatitis C, RSV, and HIV.”
–Financial Times, September 2005
“…Researchers at the University of Texas M.D. Anderson Cancer Center have developed a way to use RNA interference so that it permanently hampers breast cancer development.”
– Biotechnology Magazine, April 2005
As an investment analyst it’s probably the most powerful and potentially profitable medical breakthrough I’ve ever seen.
In the next few pages, I’m going to tell you about the unique positioning of 2 companies—2 small research firms that have dual ownership of RNA interference. They’ve literally turned one of the greatest scientific breakthroughs ever—into a practical medical technology (One of them is responsible for curing Gloria Richards’ aging eyes).
Owning these 2 companies today could make you up to 200% in the next 12 months.
But I’m getting way ahead of myself…
To understand the magnitude of the situation and the money at stake for early investors, I first need to back up a bit—before people like Gloria Richards were regaining their eyesight…
It all began in a tiny greenhouse just outside San Francisco…
San Francisco scientist unknowingly discovers
billion-dollar medical breakthrough
In 1986 a scientist named Richard Jorgenson was attempting to make the world’s most dazzling flower—the deepest purple of petunias.
To do this, he added an extra purple-making gene to an already purple petunia.
Sounds logical, right?
But, unexpectedly, after adding the extra gene for purple, the flower turned bright white.
This tiny white petunia caused one of the biggest scientific mysteries in recent history. The world’s best and brightest scientists scurried to solve the puzzle…
Why does a purple flower turn white when an extra gene for purple is added?
This riddle went unsolved for more than a decade.
Then in 1998, 2 scientists, Dr. Craig Mello of The University Massachusetts and Dr. Andrew Fire of the Carnegie Institute in Washington, finally figured it out—putting an end the decade long puzzle.
The riddle is solved! Two small research companies divvy up ownership of RNA interference
When Richard Jorgenson added that extra purple gene to the petunia, he unknowingly activated an ancient defense mechanism that exists in every living cell.
Two scientists—doctors Craig Mello and Andrew Fire—discovered this process in 1998—solving the “great petunia riddle”—and coined the term RNA interference.
How does RNA interference work?
When Jorgenson inserted that extra purple-producing gene into the tiny petunia, he activated a secret security device—an enzyme, scientists call “the dicer.” It’s called “the dicer” because it can literally “chop up” any disease, virus, bacteria, or fungus.
And that was the secret to discovering RNA interference… The dicer (or RNA interference) has to be activated to work—or spurred into action. That’s why it took so long to discover this medical technology.
Back in Jorgenson’s white petunia, the dicer was activated when the unfamiliar invader (the extra purple gene) invaded the cell. Thinking it was a virus, “the dicer” kicked in—and literally shut down all color producing genes to protect the flower from the foreign substance. Likewise, Jorgenson got a white flower—one with no color.
Scientists began to wonder if this process might work in people (more on this in a moment).
Doctors Mello and Fire patented their RNA interference discovery…
Remember this—because these patents would soon be split up—landing in the labs of 2 small RNA interference start-ups.
Follow the patents…
and you’ll find the BIG money in RNA interference
Surprisingly, an even bigger discovery was about to happen with RNA interference…
In 2002, Thomas Tuschl, working out of the Max Planck Institute for Biophysical Chemistry in Gottingen, Germany, discovered that RNA interference works in human cells.
RNA Interference is “The Next Billion Dollar Breakthrough”
– Forbes Magazine
Remember how Richard Jorgenson destroyed ALL color producing genes in a flower by inserting an extra color-producing gene? Well, Tuschl discovered that this same process works to destroy real human diseases…
According to The London Times, “The diseases that stand to benefit from RNA interference include Alzheimer’s, breast cancer, leukemia, schizophrenia, and many, many more.”
The prestigious journal, Science magazine, hailed this discovery the #1 scientific breakthrough of the year.
It boils down to this… “An ancient immune system hiding in our genes has the power to switch off genes at will. We could soon be harnessing this awesome force to stop cancer and viruses dead,” reports New Science magazine.
Tuschl found that if doctors want to destroy a particular disease, all they have to do is insert an “evil twin” of that disease to activate the dicer—just like Jorgenson did in the petunia.
Think of RNA interference as “a virus for the virus.”
Now, let’s say you want to treat macular degeneration…
Doctors simply insert an “evil twin” of the disease that reads, “make more blood vessels” underneath the retina—that’s what causes the vision impairment. The dicer will “come alive,” see that something is not quite right, and destroy genes that are making extra blood vessels.
And that’s exactly how Gloria Richard’s blinding eyes were healed.
Tuschl patented his work. Again, the patents would be split between 2 small RNA interference research companies…
Why is this important?
This information will protect their future developments—giving them a competitive foothold on RNA interference—technology that could cure people like Gloria Richards.
Let me tell you more…
How to make 200%—No matter
what happens with RNA interference
Ever since the “Tuschl discovery” in 2002—the one proving that RNA interference works in humans—hundreds of companies began scrambling to develop treatments and cures.
But these 2 companies took a different approach. They didn’t rush to make new treatments… not at first anyway. They didn’t need to. Each has a famous RNA interference scientist leading their research.
You see, these scientists knew that if a company owned the key patents—they would make the best treatments and the BIG money with RNA interference…
Which is why instead of rushing to test the technology—these 2 scientists began gathering the key patents and intellectual property rights for their small start up companies. In the process, they split ownership of the technology between themselves.
If you know anything about emerging technologies—especially medical technologies— you know that intellectual property is crucial to the success of your business.
Owning patents does 2 big things:
It gives a company exclusive access to breakthrough technologies that no other company has (often times eliminating competition) and…
If another company wants that access they have to pay you—in royalties…
Case in point: Genentech—the $100 BILLION biotech giant.
Genentech, like all other companies with a breakthrough technology, started out small.
Early on, Genentech obtained key patents (including the famous “Cabilly patent” in 1983) for their development of monoclonal antibodies—a breakthrough treatment for various diseases, including cancer.
Here’s why these patents are so valuable…
In the 1990s, another company, called Celltech Group argued that they invented the same technology as Genentech. But in 2001, the U.S. Patent and Trademark Office ruled that Genentech had gotten there first when they filed the “Cabilly patent” all the way back in 1983—way before Celltech filed anything.
Now, Celltech wants to use the monoclonal antibody technology. But now they have to pay royalties to Genentech.
Total royalties for Genentech’s patents over the past few years look like this…
2002: $365.6 Million
2003: $500.9 Million
2004: $641.1 Million
Early investors in Genentech saw profits as high as 18,000%.
Meanwhile, early investors of Celltech Group got in at around $39 a share. Today it trades for around $42.
Take a look at a couple more companies with the intellectual property position advantage…
RegeneRx —They’ve obtained an exclusive worldwide license to TB4—a revolutionary medical healing agent. This small biotech firm is up 10,166.67% in the last 5 years.
Nanoscience Technologies, Inc.— This company holds exclusive licensing rights to intellectual property from the Seeman Laboratory—the best nanotechnology research center in the world. As a result, this stock is up more than 1,400% in the last 2 years.
I could go on, but you get the idea…
And these 2 RNA interference companies are in the same EXACT situation Genentech was in, early on.
Even better, these 2 companies each have a stake in the 2 most important RNA interference patents out there (ones I just told you about)…
• The famous “Chameleon Patent”— The work of scientists Craig Mello and Andrew Fire. These are the doctors who solved Jorgenson’s “white petunia puzzle”—the scientists who practically discovered RNA interference technology.
• The famous “Triad Patents”— Each company has acquired rights to the groundbreaking work done at the Max Planck lab in Germany—the work that proves this technology works in human cells.
Now, you only have to ask yourself one question: Which RNA interference company would you want to own?
The one with all the patents, right?
Well, the smart way to play RNA interference is to own both of these companies.
There’s just one more thing I should tell you—it’s an even more exciting twist to this incredible story…
It has to do with treatments these 2 companies are developing right now.
And this is the secret to making 200% in the next 12 months…
Let me show you exactly what I’m talking about…
In 2006, the money is flowing into
these small RNA interference companies…
Something big is underway in the world of RNA interference…
Recently, investors all over the globe have been stockpiling their money into these small companies.
A small research group of the world’s best scientists—that includes doctors, pharmaceutical researchers, Harvard graduates, Chief Technology Officers and ex-big pharma lab technicians—own over $16.52 million worth of one company’s stock—that’s a pretty big endorsement.
And get this… the largest public retirement system (and the most selective institutional investor in the U.S.) recently acquired over $1 million in shares in the other company.
Even one of the world’s biggest private banking firms, who only opens accounts for “affluent and high net worth individuals” has over $24 million invested in one of these companies.
This isn’t chump change either. Combined these 2 companies are valued at less than $600 million. So these are big-time purchases.
Even some of the world’s biggest investing institutions own both of these companies—together—which is what I suggest you do.
Big Pharma wants in on RNA interference NOW
Big pharma is currently ironing out deals with both of these 2 small RNA interference companies. Each deal is worth more than the entire company itself.
RNA interference company #1
One of big pharma’s biggest just signed a deal that’s worth more than $229 million with one company I’ve been talking about.
RNA interference company #2
Another big pharma company is negotiating a deal that could be worth more than $700 million with the other company.
With big pharma deals worth nearly double the market value of the companies—their tiny share prices won’t stay that way for long. In fact, CNBC calls these deals a “validation of RNA interference technology.”
Why are all these scientists, doctors, retirement programs, high net worth investors, etc. investing in these 2 companies?
Well right now, there are 2 major RNA interference breakthroughs—and they involve both of these companies…
One has reported from the lab with the results of their newest RNA interference treatment…
The results were 100% successful. This sets the stage for trials to begin in people.
One scientist closely linked to the company says the recent results are “amazing” and that a change in medicine is about to take place.
If I give away the name of the treatment or the disease, I’ll be giving away too much. I’d be letting the cat out of the bag—the stock prices of this company would artificially surge—no one would get a fair deal.
I can say this: the disease affects 4-times as many people as AIDS—so the market is huge—and remarkably untapped.
News of the treatment has leaked a bit—and caused this small firms stock price to jump 0ver 62% in a single day. But that’s nothing compared to what I think it will do when these results hit the mainstream.
And that’s not all… I’ve saved the best for last...
“Thanks to the incredible discovery of RNA interference we think we should be able to crack the problem [of any disease].”
– Sir Paul Nurse, 2001 Nobel Prize-winning biologist in medicine.
How does an endorsement from Uncle Sam sound?
What am I talking about?
The U.S. government recently signed a deal with the other RNA interference company to develop a treatment for the infamous bird flu virus.
That’s how powerful this little-known medical technology is…
The treatment is scheduled to be ready by the end of this year. So the time to get into this company is now.
The way I see it, there are only 3 things that can happen here:
Big pharma steps in and partners up—in which case these small companies get rich from a blockbuster deal (each has already signed big pharma deals—these new treatments could land “the big one”).
These companies develop the treatments and market them itself—these companies get super rich in pure sales profits.
Another smaller company uses the patents, markets the drugs, and these companies gets rich off the royalties (owning these companies now could be like owning Genentech back when they filed the Cabilly patent—where early investors saw an 18,000% gain).
I want you to be one of the first to hear about this exciting situation—before 99% of the investing public.
That's why on Monday, February 27th I'm holding a private meeting for the members of my Diligence organization to disclose the situation in its entirety…
What is Diligence?
My name is Dave Lashmet.
You could call me a technology buff. My colleagues would say I’m more than that—more like, “technology obsessed.”
I just know what I love doing: exploring and writing about new technologies — especially medical technologies.
I see my colleagues’ point, however. I’ve spent more than 10 years teaching and writing about technology at five major research universities—Miami, Berkeley, Florida, Regensburg, and Minnesota.
Along the way, I’ve earned a master’s degree in the History of Science, in Technology, and in Medicine. At the moment I am a doctoral candidate in Cultural Studies of Medicine.
I’m not telling you all of this to brag…
I’m simply making a very important point:
In all my years of technology research, I’ve never seen anything as powerful and society altering as this technology…
And I’m adding the 2 companies that own RNA interference to my Diligence portfolio…
Let me tell you more about my service…
Four years ago I started the Diligence organization.
“I have been a Diligence subscriber now for almost a year. I like very much the concept of going after low priced, developing companies that are about to complete their development stage, and become leading, profitable companies. Dave does a very good job in keeping us up to date on their selections. Likewise, they exert a lot of time, money, and energy in doing so.”
– Michael Joseph,
New York City
Diligence is an investment research service centered around the idea that you should always achieve the highest level of research possible. Due diligence is the difference between making money… and losing money.
I begin my research by scouring the news, attending technology conferences, and keeping in constant contact with my network of industry insiders.
Once I've selected a company, I schedule to meet with their executives—as much as possible.
I'm not interested in floating into a company, asking a few questions and calling it research. I interview senior executives on the phone. Then I visit them in person. Then I go back when I've done some more research for a follow-up interview.
Over the past four years, I’ve visited more than 50 businesses around the world. I’ve done follow-up research at some of the most important facilities in North America: Harvard Medical School, Johns Hopkins, MIT, and the Canadian Centers for Disease Control, just to name a few.
I attend medical conferences, such as the American Association for Cancer Research (in New Orleans and San Francisco), and the American Society for Clinical Oncology Conference (in San Francisco and Miami).
“I like the Diligence service and am currently long in five positions. They all make a great deal of sense. Keep up the good work.”
– Paul Olsen, Retired broker (suffered for 40 years with Wall street research)
As I write this, I’m in Vancouver, British Colombia meeting with top-level executives from the 2 companies I’ve been telling you about…
Long story short: I do my research.
Then I take the information I gather to the best independent experts I can find. I then assemble them all in one place, at one time, and present the entire package—everything I’ve learned—to you, during a conference-call meeting.
Then you decide whether or not the opportunity is as good as I say it is.
That's Diligence.
And that’s exactly what I’ve done with this RNA interference company.
You can find out what this company is on Monday, February 27th–on the next Diligence conference call.
BUT BEFORE I GO ON...
I have to warn you—our independent research service is not for the average investor.
In fact, it's not for most investors.
“Diligence research is first rate. It is the only service I have used that specifically looked for VC type investments.”
– Dr. Bill Abbott
Rather, it's for the investor with a high tolerance for risk... and with the resources to invest in speculative companies, like the ones I've been telling you about, with a small percentage of their overall portfolio.
If you don't have the risk tolerance or the resources, Diligence is not for you.
When you invest in any speculative company—particularly small biotech company stocks like these—the risks of losing your entire investment are far greater than investing in something more conservative... like a value-based mutual fund, for example.
However, the companies I add to the overall Diligence portfolio have one thing in common—they could all, possibly, make early investors as much as ten times (or more) what they put in.
So if, after everything I've told you, this sounds like the kind of investment you would consider, the independent, in-depth research of Diligence can give you the edge to speculate for tremendous profits, using a small portion of your portfolio.
Of course, you'll have to make the final judgment on whether you invest in these companies or not.
That's where Diligence can help you—it's your objective "front-row seat" to the best speculative investment opportunities in today's market.
Reserve Your Seat before Monday, February 27th
On February 27th, I will disclose everything about these groundbreaking companies and the technology they own...
The results of one company’s recent lab tests are in…
“What I like most about Diligence is this idea that I am somehow on the ‘inside track’ of some truly phenomenal technologies that possess the potential to create significant wealth in the relatively near future for me.”
– Howard S. Cromwell
The U.S. government is investing some serious cash in the other…
These tiny companies days of obscurity are drawing to an end. The time to get in is now.
On Monday, February 27th, I will host a conference call meeting with a panel of independent biotech experts.
If you would like to hear more about this opportunity—but are not currently a member—this is your invitation to join us.
Here's how the call works...
Once you become a Diligence member, you'll receive a toll-free number and your own private password.
On the 27th, just before 7pm, you'll call in, identify yourself to the operator, and receive instant access. You'll then listen in as I discuss the company I've been telling you about.
Remember: I always invite a panel of experts to these meetings. You'll hear me interview them... and pinpoint exact, crucial details most investors would never be able to find out about on their own.
In some cases—like the RNA interference call this month—you'll hear about secret breakthroughs in technology 99% of the investing public hasn't even learned of yet. And you'll learn about these breakthroughs directly from the experts involved.
As a member of our Diligence group, you'll be the first to hear about these kinds of opportunities in small-cap technologies. And you can judge for yourself—by listening to the experts—whether or not you want to invest.
If you're busy on the 27th, don't worry.
We record each call.
So if you can't make the meeting, take notes fast enough, or if you want to hear something again, you can listen to the complete, unedited recording at your convenience by calling the toll-free number we'll provide after we confirm your reservation.
I’ll also post my written reports of this situation and full transcripts of our meeting on the Diligence website. You'll be able to access them whenever you want.
And what can you expect from Diligence recommendations?
Since the inception of Diligence, members have seen gains like this (as of Jan. 30th 2005):
One company I recently found is perfecting a new technology called “WiMAX.” And big corporations are lining up to buy it. Since we recommended this company, it's up 258%.
Another company I found just started the final legs of a Phase III trial for a new flu vaccine that could soon make the typical flu shot obsolete. This recommendation is up 278% so far.
A third company, which is using technology to provide speech and imaging solutions, is up 117% since it was added to the Diligence portfolio.
Another cutting-edge company, based in New York, creates fuel cells for the U.S. Military. Diligence members who got in when I first recommended this stock have already seen a 169% gain—but we expect it to go much higher.
Those are obviously all great technologies—with outstanding profit potential...
“[RNA Interference] is a gift from heaven.”
– Dr. Philip A. Sharp, Nobel laureate and professor of biology at MIT.
But in all this time, I have never seen a technology more extraordinary than RNA interference.
On February 27th, you can judge for yourself.
Please be advised, however: “seats” for the meeting are limited.
Because Diligence focuses primarily on finding small, relatively unknown companies, it’s crucial that we keep our numbers small.
To reserve a place at our meeting today, click the "Subscribe Now" button below.
Membership dues are $5,000 for a full year.
If you prefer, you may also pay in quarterly installments of $1,300.
Is the price worth it? I think so... and so do a great many of my Diligence members…
Richard Baumann, for instance, found that his subscription paid for itself... SIX times over, on a single recommendation:
“Diligence has helped me better understand the opportunities available in the small cap area. And I appreciate David [Lashmet’s] ability to reduce rather difficult subjects to the very simplest terms. And YES!—I’ve made $30,200… $18,800… and $20,400… on three different recommendations.”
Diligence member Cathy Arnold says:
“I am really impressed with Diligence and intend to continue. It is more in-depth and critical than the other 40 ‘research letters’ I have tried in the last 5 years. I appreciate the logic and criteria David uses, and the fact that he will drop a stock from Strong Buy to OUCH. That is where most analysts have abused their readers in the past. Too much cheerleading and not enough "time to sell." David's my man—Keep up the good work!”
And Diligence member Brian Carlisle says:
“In my opinion Diligence is one of the best research services I have used (if not the best). Specifically I like the recent deep reviews for each recommendation and the quick feed-back on news.”
After attending the Diligence meeting on February 27th, and reading my written reports... if you decide that Diligence is not for you... simply cancel your membership. I'll reimburse you in full.
You have a month to decide.
Reserve your seat today by clicking here.
You'll receive a confirmation e-mail right away that will give you all the details you need for the conference call.
If you prefer to do business by phone, please call Mike Cottet, Director of Sales. He is available Monday - Friday, 9am to 5pm Eastern Time. His number is 888-863-9356.
Sincerely,
Dave Lashmet
Lead Technology Analyst, Diligence
February 4th, 2005
P.S. You can get your first month of Diligence for free... by taking advantage of our special online offer. See the order form for more details.
Hi Greg, one of the companies is alny (the one working on the flu). Not sure about the other yet. Thanks, Ilene
Thanks Ilene:
I've got ALNY on my watch list now.
Greg
Think this could be the other one. Big spike today for a co. that has lost $2 a share. Seven come eleven I guess...
Rich
oops - ISIS
Here's the link.
http://freshnews.com/news/biotech-biomedical/article_19879.html?/
"This isn’t chump change either. Combined these 2 companies are valued at less than $600 million. So these are big-time purchases."
I think ISIS is too big for the above Lashmet quote.
Everybody is claiming they have patent rights nailed down. This is quite confusing. It is like working interest in mining stocks!
I'm not into blogging and I just ran accross your blog when doing my own research. I have found another company with a market cap at $279 million that may fit the criteria.
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