Biotech Short Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Biotech Short Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tuck who wrote (757)	11/27/2005 9:02:05 PM
From: quidditch	Read Replies (2) of 897

tuck, regarding NBIX and a buyout being baked in and supporting pps, I agree with you. As Jon said, it has ramped hard, but that is a big part of a rational case why a short here makes sense to me. If PFE were to make a move, doing so before Indiplon pdufa date would be perceived as rash to PFE s/holders (too high), and NBIX management would find it equally hard to justify buyout price (too low) to its shareholders before FDA action is taken (as well as before the next clinical results for GnRH candidate). The hard ramp in price, the regulatory window before it makes sense for either party to move seems to invite tuckaction. (long a very modest NBIX position forever, with some fluctuations up and down, currently and for some time on the low end--wish I'd increased when Fred (or was it George) bought at $39 ish. Fred and George, must be Weasleys?) quid

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next