Again, unless I just flat out missed something before, the deal with MRK was presented in terms of a preventative vaccine, not preventative and a license for therapeutic. If that was the 1st release containing that, it was noteworthy. I've now been very well rewarded with holding solid technology even when the market was clueless as long as my continued DD showed that the busines case was still solid or even improving. Only one meltdown, and that is one where I ignored bad signs (that were brillantly spin-doctored.)
VICL, TTP, VVID, ADIC, PTIX, PERL, BNTI.
Just meant as an encouragement to all to continue to do good DD and share/discuss objective info. It works. |