why the short position though? i cant imagine anyone making an argument for me to go short idenix, even if it was one hundred shares id think it risky.
based on valuation why would anyone own vrtx at this juncture which is priced at 4 Billion or intm which is priced at 1 Billion, both of those valuations clearly seem (to me) to be exorbitantly high until they have something substantive to say based on trials. It would seem that both of those two companies are way overvalued and idenix is somewhat undervalued.
i ONLY buy extreme value based on the facts as i interpret them.
May your investments prosper.Buy gold, it is money.http://images.sportsline.com/u/photos/baseball/mlb/img10422001.jpg
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