Excellent justification, Vector.
But what I find incredibly disturbing is that I have to come back with the following, incredibly obvious, response: as I stated earlier (which Cytokine agreed with), you only cover 25% of the investing game. Now provide the other 75%: an equally lengthy tome on all the reasons you would SELL OSIP. These might include, in addition to the failure of any the assumptions you've made regarding OSIP's pipeline, a precise, price-specific selling point. For example, if OSIP goes to, say, $50, by the end of 2003, roughly a 3-bagger from here, even before the final verdict is in for potential Tarceva indications, would you not sell based solely on the idea of an amazing 200% return in 15 months?
If you have ANY hesitation in answering that question, you've not learned a dang thing, imo, from the disintegration over the past 2 years of the portfolio you control. |
