Wednesday, March 23, 2005

DNDN

A lot of insider buying in Dendreon lately, Directors, Officers, CEO, Cheif Scientific Officer among others. I bought some this morning at $5.70. DNDN has $3.21 cash per share, virtually no debt and a lot of good science to go along with substantial insider buying at these levels.

From Yahoo:

Dendreon Corporation is a biotechnology company focused on the discovery, development and commercialization of targeted therapies for cancer. The Company's portfolio includes product candidates to treat a range of cancers using therapeutic vaccines, monoclonal antibodies, small molecules and pro-drugs. Its most advanced product candidate is Provenge, a therapeutic vaccine for the treatment of prostate cancer. Provenge is being evaluated under a pivotal, randomized, double blind, placebo-controlled Phase III clinical trial in men with androgen independent prostate cancer whose cancer has a Gleason score of seven and less. Dendreon's preclinical programs include monoclonal antibodies, therapies targeting the trp-p8 pathway and serine protease and pro-drug product candidates for the treatment of cancer. In July 2003, Dendreon completed its acquisition of Corvas International, Inc.

Friday, March 04, 2005

BI-Buy

Stock: TELIK
Symbol: TELK
I-BUY: Director, $181K, 10K shares @ $18.08
SEC Filed: Friday, March 4, 2005 @ 16:05 (4:05PM EDT)
BI-BUY: Biotech Insider Buy

Telik, Inc. is a biopharmaceutical company that discovers, develops and commercializes small molecule drugs to treat serious diseases. The Company discovered all of its product candidates using its proprietary technology, Target-Related Affinity Profiling (TRAP). The technology exploits a fundamental property of all drugs, which is their selective interactions with proteins. By developing a profile of how small molecule chemicals interact with a reference panel of proteins, the Company may identify compounds active against disease-related protein targets much faster than by alternative technologies. The Company concentrates its efforts on three therapeutic areas: cancer, diabetes and inflammatory diseases.

Wednesday, March 02, 2005

Inside Straight - March 2, 2005

Stock: MCDT
Insider Buy Posted at SEC Analytics: 11:02am
Price Available at Time of Posting: $3.60
Closing Price: $4.03
Intra-day Return: 12%

Stock: CTLM
Insider Buy Posted at SEC Analytics: 2:15pm
Price Available at Time of Posting: $2.00
Closing Price: $2.15
Intra-day Return: 7.5%

Not All Insider Buys Are Created Equal

On February 11, 2005, a Director of Edgar Online bought $27K worth of EDGR on the open market for about $1.41 a share. Two days earlier this Director bought about $2K worth of EDGR for $1.33 a share.

Nothing to write a blog about?

By Valentine's day, the stock was up to $1.75, a tidy 20% move. A week later $2.33. By February 28th, the stock closed at $2.45. Yesterday, March 1, it touched $2.70. Today, EDGR is running, opening at $2.65 and has printed as high as $3.49.

True to my system, I was in and out of EDGR on February 11th, for about a 4% daytrade gain. The other 150% or so of gain was left on the table. There's a lesson here.

If anyone knows what that lesson is, please comment.