Long Idea of the Year

Cat Escapes Bag: The Elusive Twelfth Biotech of Christmas

By DrKSSMDPhD, April 27, 2017

[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, chooses his own topics, and his words and opinions are his own. You can see all of his old articles and his most recent comments on his Stock Gumshoe page.]

“Keep it quiet. (Go slow.)
Circulate. Need to know.
Stamp the date upon your file
masquerade, but well worth while.

“Wrapped in the warmth of you
wrapped up in your smile.
Wrapped in the folds of your attention.

“Wear an air (keep mum)
of casual indifference.
Careful how you go
about your usual business.

“Wrapped in daydreams of you
wrapped up by your eyes.
Wrapped in the folds of your attention.
Under wraps! I’ve got you under wraps.

“Tell you when (not yet)
soon the great unveiling.
Bless my boots! Upon my soul!
Secrecy, it is my failing.

“Wrapped in your Summer night
wrapped in your Autumn leaves.
Wrapped in the Winter of your sleeping.”

—Jethro Tull, “Under Wraps”

Snidely Whiplash couldn’t have concocted a more devious plan: find a biotech in possession of the means to alter permanently and beneficially how a prevalent lethal disease is treated, but don’t don’t reveal its name until the eve of a long-awaited data announcement anticipated to be the most positive news in the company’s history. Gummie pop fuses with natural rally in shares which catapults shares into near-earth orbit. Will it pan out as such? Well, you need to be fastening seat belts anyway.

Let’s see….what did we tell you about the company? That it is tiny, non-American, and has what may prove functionally to cure HIV. “Functional cure” is a phrase that sets my purist linguistic teeth on end because its meaning is almost infinitely adjustable. Its intended meaning is that on drug, no direct evidence of virus can be found even though antibody remains in perpetuity. But “functional cure” tries to connote “magic bullet,” in that the treatment zaps a heretofore unappreciated target in cells and causing, without beating up the patient, the whole edifice of virus replication to tumble down. Good ART regimens don’t sail under a functional cure banner because breakthrough of virus is eventual and strange side effects like jaundice and lipodystrophy and kidney injury lurk.

About 6 of you ...

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