2012 Biotech Charity Contest 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 : 2012 Biotech Charity Contest

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Chris08 who wrote (197)	2/29/2012 1:52:03 PM
From: pgo-neil	of 513

>Biomaven, BioJim and Fred are the three with VVUS in their portfolios.< Biofish has VVUS as a 10% holding. So there are four portfolios. But really, none of this article is close to a slam dunk. And even if VVUS gets bought out for a high value, that money is invested in the remaining portfolio entries, so there is some risk that rocket fueled portfolios which gain significant altitude with a first stage, experience difficulties with a second stage ignition. :-( :-) In my RW account, I sold a third of my VVUS position just because I have gotten more disciplined at taking some profits. So now the question is how to lay off more risk, but keep the expected reward. Options look a little pricey. An April $20 put is about $3.00. What happens if the FDA delays its PDUFA response past that opex date? The time table for Europe has already slid about 2 months to the right. VVUS also has another PDUFA date [for Avanafil] in late April, so the next 60 to 90 days should be very volatile [see Rocket Fuel analogy above; ISP > 420]. This has been a most interesting year in only 2 months. Best, graham --

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next