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Biotech / Medical : 2012 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: ghmm who wrote (187)	2/23/2012 1:06:37 PM
From: fred hayes	Read Replies (1) \| Respond to of 513

>I wonder how many of the four (if they own it in real life) would be happy with the gain and sell before the PDUFA.< No way I would sell here. My strong opinion is that Q will be approved and I think their ED drug will too. It looks like it could be the best one available. Current MC is under $2 billion, which, if things go right, could be less than sales a few years out. Will be interesting, I think initial Q sales may be disappointing but I wouldn't want to be out of the stock at anywhere near the current price...

To: ghmm who wrote (187)	2/23/2012 1:35:13 PM
From: Biotech Jim	Read Replies (1) \| Respond to of 513

I have VVUS in my charity portfolio to the tune of a 15% holding, and also in my personal account. I sold 25% of my holdings prior to the AdComm meeting, but do not think I will sell any more at this point. I am thinking about picking up some more shares, actually. All about risk and reward. I used to sell out too soon in many of my past biotech winners. (I know, you can't go broke taking a profit.) I am actually surprised VVUS is not up higher at this point. BWTFDIK? GLTA