We still think that RMBS has good potential. Their deal with Samsung should put a floor under the share price. In addition, it is likely that new licenses and/or agreements will be signed over the next few months. The risk/return part of the RMBS equation has changed so that it is slightly safer now -- but the upside is also not as outrageously high at these levels.
Some new flyers that we like include CYCC and NNVC. These are both biopharm-researchers that are high risk/high potential. Use only very risky capital.