Seeking Alpha: PTC Therapeutics Looks Like A High-Risk Play On Rare Diseases

With money and momentum flowing out of the biotech sector, there are going to be a lot of beaten-down diamonds in the rough amidst the wreckage. I'm not entirely convinced PTC Therapeutics (PTCT) is a diamond, or at least not yet. While the company's lead compound ataluren has a lot of promise, there some serious questions and concerns about the drug. Bulls are right about the high-end potential here, but prior trial failures shouldn't be ignored.

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PTC Therapeutics Looks Like A High-Risk Play On Rare Diseases

Seeking Alpha: High-Quality Glaxo Could Still Have Something Left

Back in the summer of 2012, I thought investors would do well to give GlaxoSmithKline (GSK) a pass, as the investment community was down on the company's near-term earnings momentum and worried about pricing developments in Europe. As it happens, Glaxo was one of the weakest Big Pharma stocks since then.

That was then, and this is now. Although revenue is likely to remain pressured next year and a billion-pound cost-cutting program is a long-term contributor at best, Glaxo could be getting more interesting. The company should have multiple high-potential product launches this year and data on multiple high-risk/high-reward Phase programs. Pricing pressure and threats to COPD franchise are both risks (as is Wall Street disinterest with sluggish near-term earnings growth prospects), but this stock looks incrementally more interesting these days.

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High-Quality Glaxo Could Still Have Something Left

Investopedia: A Look Back At The Year In Biotech

Despite 2012 being a year where investors were increasingly skittish as the year wore on, the exceptionally risky biotechnology industry enjoyed an exceptionally good year. While the group has come off a bit from its peak in the early fall, the group is up more than 30% year to date - making it not only a strong outperformer relative to the S&P 500 (which is up about 12%), but one of the best-performing groups of the year.

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http://www.investopedia.com/stock-analysis/2012/A-Look-Back-At-The-Year-In-Biotech-MDVN-ONXX-ARNA-SRPT1228.aspx