JMM,
You're interjecting in a long conversation on this and other threads, and don't have the benefit of participating in that conversation.
Rick Harmon does not need me or anyone else to defend him, but I'll do so anyway.
Rick is neither long nor short on the stock, either in his position, or in his opinion. He's positive on the company fundamentals, which I'm sure you'll agree often are not reflected in a stock's price, sometimes for long periods of time. The price can even diverge from the underlying business's fundamentals, and go north or south quite aways despite the fundamentals.
He's also respectful of other folk's opinions (well, mostly), since there's always a long and a short case to be made for any company's fundamentals.
Lastly, Rick is considered by most folks who follow biotech closely to be the leading biotech person on SI, in terms of his knowledge and insight, both of which he shares freely ...
Peter |
