Repros Therapeutics Inc (RPRX)

[docbanker]

Few commments here:

On a lesser point- Dew has consistently not backed up his statements with facts whether it be IND pessimism, other FUD, 6 times statement, etc. By the way Dew, I am short MNTA and yes the position is down but my fund is up well into double digits this year so before you get concerned, don't.

More importantly, regarding JP's "slam dunk" comment. After having known JP for 5 years I believe the comment stems more from his frustration with the market's perception of the company's prospects (as evidenced by the current market cap, the endless speculation of p values with 7 or so zeros, funds owning the stock who keep blowing up and have to exit) rather than pumping or naivety or whatever. This is his midwestern straightforward way of communicating to the market that he has conviction. After having spent all of my life either in the midwest and NY/NE, I understand JP and I understand the East Coast's reaction to him. The reaction of an East Coaster to a midwesterner is always bipolar- either they are charmed or they hate the no-nonsense straightforwardness of the person. In JPs case, a vast majority of East Coast funds that I have spoken to have traditionally had the latter opinion but I am hopeful with the continued delivery of results from the company that he will win more and more of them over.

JP is a straight shooter and when there is doubt he gravitates toward more disclosure/conviction/whatever and those that view him as too straightforward or even promotional view the additional statements as even more so.

Personally, I prefer straightforward in management. I think too many people have been burned more by the nebulous management teams- remember ENCY, etc.