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Re: lightrock post# 9038

Thursday, 10/20/2016 3:16:32 AM

Thursday, October 20, 2016 3:16:32 AM

Post# of 43747

I don't want to give an entirely false impression ;)

My 200 bookmark though is real deal and straight up. And yes, I got a little cooked playing AEZS. Learning experience.

I would not mind playing the difference between now and $1.00 if there is positive news. And if it goes back up there, then... as I am thinking then it is more attractive because BMY was successful... so the speculation on successful phase III would go up. Still though there is the dark cloud of how many sub $1B pharma make it out of Phase III alive... so to speak.

The big money though is if the phase III is successful. That would no longer be 70%, 125%, but over the course of a few years ( or if they get bought ) then maybe much more. I feel like they are built for the long haul though.

Think they'd sell out ? Maybe they are all getting long in the tooth...

Hmn... hadn't really thought about that... then the shorter play is maybe better...


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