OK, so GERN has proven me wrong. Strong PR can trump FA. I will indeed let Allan say when to sell here. And hey, Allan, congratulations on a good call, after all!
About the timing on my own pick, ARDM. I've found an apparent inconsistency in the reporting of its inhaled insulin trial that troubles me. ARDM has spiked hard on a note from a Punk Ziegel analyst, one Matt Kaplan, who suggested that good results will be presented at ADA. The abstracts are now available, and what I see -- compared to what was reported on the same trial nine months ago at EASD -- concerns me.
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and subsequent post. If we can find out what is said at the meeting tomorrow before Monday, we'll know whether to hold on or to bail. I gather ARDM went over three bucks AH Friday, so that's two home runs so far, but I'm worried about the rest of the game. Commentary invited, no begged. My Mom is still in this one.
TIA & Cheers, Tuck |
