توصيةمن pennystock

السبيعي2

عضو نشط
التسجيل
14 ديسمبر 2003
المشاركات
890
الإقامة
الكويت/الكويت
AVI BIOPHARMA, INC. (NASDAQ: AVII) - $3.10. Twelve-month hi-low has been $7.48 - $2.70. Located in Portland, OR, with about 100 employees, this drug developer has 36.1 million shares outstanding, $38.39 million in total current assets, $47.1 million in total assets, little debt, and $3.76 million in total liabilities. Institutional ownership is around 24%. One analyst rates the stock a "strong sell". http://www.antivirals.com

Put this one in the biotech category, and, no, we do not know why an analyst rates AVI BioPharma, Inc. a 'strong sell', since the company has what some would call a boatload of money and a ton of patents.

Trading on NASDAQ for nearly seven years, AVII develops drugs to treat various diseases by using what are known as third-generation antisense technology and cancer vaccines. Its two main drug candidates are NeuGene antisense and Avicine cancer vaccine. To date, AVII has 138 U.S. and foreign patents issued, allowed, and licensed.

So far, the company has completed nine clinical trials with NeuGene antisense drugs in more than 240 subjects addressing cancer, polycystic kidney disease, drug metabolism, and cardiovascular restenosis, which is their most advanced program. AVII has completed Phase II trials evaluating their antisense drug Reston-NG and expects to begin a Phase III study this year. These NeuGene drug candidates have also shown antiviral activity in preclinical and field trials against such viruses as hepatitis C, calicivirus, West Nile, and SARS.

Avicine has been evaluated in six clinical trials in a variety of cancer indications. AVII expects to begin an additional Phase II study evaluating this drug candidate in certain pancreatic cancer patients.

AVII has strategic alliances with Exelixis, DepoMed, VTL Biopharma, Medtronic, SuperGen, and Abgenix.

A few weeks ago, AVII presented positive results demonstrating the success of its NeuGene antisense compounds in two novel targeting approaches to cancer. Then, a month ago, the company announced positive results from a clinical study evaluating the oral administration of one of its NeuGene antisense drugs.

AVI BioPharma is typical of a small biotech in that it is light on revenue and heavy on losses. For FY2003, ending 12/31/03, revenue was $969,866 with $14.6 million in losses. The company recently received a new round of financing, which should be reflected in the new balance sheet and it has a "ton" of patents. Plus, it is getting some positive results, lately, from some of its technologies; usually a good sign.

Our 24-month target for the stock is $6.00 to $7.50.





THE MANAGEMENT NETWORK GROUP, INC. (NASDAQ: TMNG) - $3.44. Twelve-month hi-low has been $5.62 - $1.20. Based in Overland Park, KS, with about 250 employees, this services provider has 33.6 million shares outstanding, $63 million in total current assets, $86.5 million in total assets, little debt, and $8.6 million in total liabilities. Institutional ownership is around 57%. One analyst rates the stock a "strong buy" and another as a "moderate buy". http://www.tmng.com

A few months back, we recommended Analysts Int'l., and, for similar reasons, we are adding The Management Network Group, Inc. to the Current Portfolio. TMNG has a good balance sheet and should prosper if tech companies and telecoms can maintain their new-found resurrection. Founded in 1990 and trading on NASDAQ for over four years, TMNG provides strategy, management, marketing, operational, and technology consulting services to the communications industry, technology companies, and financial services firms located mainly in North America and Western Europe, but services almost all international markets. With over 550 consultants worldwide and located in about a dozen offices, the company basically operates through four subsidiaries, namely TMNG Marketing, TMNG Technologies, TMNG Strategy, and TMNG Europe.

TMNG has performed services for more than 600 clients, including nearly all of the Fortune 500 telecoms. Others include such notables as American Express, Apple, Microsoft, Goldman Sachs, Citibank, Oracle, and Morgan Stanley.

Several weeks ago, TMNG partnered with NetCentrex for VoIP deployments. The company will provide integration, deployment, and project management services for the NetCentrex IPlay3 solution.

For the FY ending 1/3/04, revenue was $23.47 million with $37.74 million in losses compared to the previous year revenues of $34.59 million and $23.4 million in losses.

TMNG has a very good-looking balance sheet and should do much better revenue-wise as the economy keeps improving.

Our 24-month target for the stock is $6.50 to $7.50.
 
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