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Re: Lewis R Goudy post# 2400

Wednesday, 01/10/2007 7:36:02 PM

Wednesday, January 10, 2007 7:36:02 PM

Post# of 19309
>I think Dew likes IDIX as a GTCB hedge: serious strides against blood-borne disease would make rH* a harder sell.<

There’s a sliver of truth to that, but the main reason I like IDIX is the same reason I like GTCB: good science, an approved drug, solid partner(s), and an astonishingly low valuation because Wall Street has put it in the penalty box for no especially good reason.

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