Doc, the last few trading days show some accumulation for the first time since VVUS came off $40 something in October. Wall Street was watching the ED CEO's and friends on TV last night too. Zona got a new partner and some bad press. PFE gets the fast track. There are some things in life that are plain hard to dispute. Vivus, for example, has product on the shelf, enjoys a growing relationship with the medical community and ED patient population, and continues to rack up winning quarters. It can not be disputed that the UK agreement, the new US facility and the Irish facility are rocketing towards us like the provervbial freight train.
No Doc, I haven't melted. I've been enjoying the show, but I thought I'd pop up and mention that the current VVUS sale is about over IMHO. This hunch ain't about double-blind tests, literature reviews, delivery methods, shorts, spys, spooks or market niches; it's more about freight trains, fundamentals, and timing.
A long Southern Bubba,
Frostman |
