Finisar Corporation (FNSR)

[read_this_n0w]

biggest holding so far.. substantially under a dollar
added some as recent as last month

they will likely need cash despite quite low cash burn, more likely to come from partner or buyout than street financing.

they wont expand biogenerics without a partner and never intended do

expect MMD iib to be a slam dunk based on what iplex does (ie not a cure but counters effects of the illness by inducing growth) with strong possiblity of efficacy in 40%-50% of italian als patients if one goes on anecdotal comments from the expanded acces program