FDA Plays

[jrbritt]

Colorofmoney: Do you currently still hold AVNR? Was curious as to how long you expect to hold it? It looks like they have assembled a great sales staff and began marketing Neudexta very well. I also think they have made the drug affordable which was a concern of mine before approval. I know there is some dispute as to the demand they will have. My Question is how long after the availability of Neudexta (which is this week I believe) until we get some sort of sales figure?

To me all signs point towards a good demand for the drug and since their is some debate - good sales numbers could propel AVNR substantially. Any thoughts? I hate to hold for too long as there are other places to be making $$ in BioLand if there are no catalyst here soon - but I do feel AVNR is a potentially safer longer term hold for those interested.

Lots of Cash - little debt - and good insider/institutional ownership which is a huge plus for me anytime. I like to see management that has an incentive to run the company in a way that best benefits the shareholders.

Thanks.