This is an Equal Opportunity Commentary. Directed question to BTH specifically b/c I knew we shared those positions.
I should have sold array today, but it's such a biotech value stock(trap?), couldn't bring myself to do it. Also, unlike so many biotech mgmts, love how transparent they are. Recent debt restructuring also makes sense.
Would be looking to buy some onty, but unless it goes much lower, I'm unwilling to make the needed funds available.
In general, I appreciate BTHs portfolio mgmt style(I think he's more interested in locking in good profits in this perpetually uncertain global marketplace, rather than trying to hit all home runs. Makes a lot of sense.
However, I think I part with him on ariad, b/c although I might sell half of a big pop, I don't think I would sell all of it,b/c I wouldn't want to completely give away the near term home run potential I "see" there.
Oh, and yes, Doug, It, DD, that was big(very big)Rida news!
Thanks for your feedback,
Best,
bw
