Friday, August 27, 2010 10:16:33 PM
The side bet for this idea is owning some CELG, IMO. Look at how they've turned Revlimid (a distant 4th choice for our team) into Billions. Our biggest problem is we're losing billions in the value of the patent estate because the clock keeps ticking while we fuddle along on a shoestring budget.
I don't always like reality, but I'm gradually learning to respect it.
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