RE: stock price:sjTo me ONC's price fall is simple and primarily due to:
a) BT announcement of no trial NR's until Q1 2004 (although someone disputed the Q1); fall in price pretty much started then (why hold a risky bio when NR could be 2-5 months away)
b) YE effect: big winners want to lock in, losers want tax losses (I see continued selling pressure until this is over)
c) BT as CEO: seems almost incapable of acting as you would wish a CEO to, much better as Chief Lab Guy.
Largely irrelevant
a) BT selling shares; although it is a sad, sad statement about the CEO himself (he prefers NRM to ONC wow, should we also prefer NRM to ONC, hey maybe that's why NRM is going up and ONC going down).
b) patents; particularly those not directly related to Reolysin
c) NCI; Lor, Ingn, etc. seem not to have much premium related to NCI involvement, expect same for ONC
d) everything else not directly related to trials being run by ONC or a potential partnership (if one ever occurs).
What I'm trying to figure out is when to buy in before YE, and when to sell in first couple of weeks in January, as late Dec tax selloffs always seem to have a nice pop in the first couple of weeks.