Gumshoe BioDimSum II: Corralling the “A” Biotechs Plus a New Long Selection

[Ed. Note: Dr. KSS writes for our Irregulars about medicine and biotech stocks. As always, he has agreed our trading restrictions, and his words and opinions are his own. You can find all of his previous articles here. And now, for some dim sum….]

Greetings Irregulars, and welcome to Stock Gumshoe’s festive second BioDimSum shindig, a periodic round-up of need-to-know updates on selected stocks and news relevant to biotech investing. We’ll try to make a point of sneaking in a new biotech long pick at each BioDimSum, and while some of the material here has been mentioned briefly in the threads, I want to keep all Irregulars, even those who don’t keep up with the discussion posts, informed and on board. Any graphic artists out there? We need a cool BioDimSum logo for future columns.

We’re not having typical dim sum fare tonight. It’s cold where many of us are, and you need something to warm you and stick to your ribs. El jefe Alan Harris has donned his pinafore, and’s in the kitchen making fish tacos from blue corn tortillas, Chilean sea bass, avocado, orzo, baby spinach, lime and salsa. I am making an infamous kettle of tom kha gai, a hot jungle porridge that I crave and learned to make in Thailand: chicken sauteed in extra virgin olive oil, coconut milk, shiitake mushrooms, lemon grass, Thai peppers and secret ingredients (including fresh galangal). My tom kha gai is so filling you’ll need a nap before you head home. Alan’s serving blackberry crepes with cream cheese for dessert, and I’ll be competing with him by passing around parmigiana ice cream sandwiches. We’ll have espresso and lattes from Costa Rican beans.

As March rolls along, I find myself with much in mind about several of our “A” biotechs.

Agios ($AGIO)

I recently liquidated my position in $AGIO for a 50 percent gain after a few months. Why this change in position? I am basing it on information trickling in from diverse sources. We’ve never fully discussed Agios in a column, however, and so a deeper look may be timely. Where am I going with this? Frankly, I am considering shorting $AGIO now. I want a main objective of Gumshoe Biotech to be the affording of timely insight…perspectives on biotech you are unlikely to find elsewhere, served up before others arrive at the same insight.

Agios is a ...

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