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Re: Iron Maiden post# 208

Thursday, 05/13/2010 9:40:45 AM

Thursday, May 13, 2010 9:40:45 AM

Post# of 323
Agree, its found support close to there twice

good points made in MBRK in this seeking alpha writeup last week, apologies if it has already been posted.

http://seekingalpha.com/instablog/614392-farukh-farooqi/66815-middlebrook-mbrk-bankruptcy

Was talking with a Gen'l Prac. last week. He was familiar already with the Moxatag product already - said very little market for it - since an antibiotic regimen runs less than a week - folks don't mind the hassle of 3x a day - not worth paying up for convenience. But, in his professional opinion, there are not many time release platforms on the market that are worth a crap. If Pulsys delivers, and was wrapped around an RX that people have to take over extended periods of time, his impression from patients is that they would in fact pay up of the convenience. I suppose in an epidemic scenario, that fact that Mox requires less active ingredient, it could also have value if large stockpiles needed to be developed - but that is just pure speculation. "Grave Dancer" Sam Zell owning such a large chunk, and having added more end of 09 at .40 - also catches my eye in no small part. You don't get a name like Grave Dancer making bad bets.

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