Biotech Values

[mcbio]

My whole point is something is obviously wrong with something at the company...for it to have just lost about 30% its value in the past couple of months, and an ever evaporating market-cap. And, it's not obvious what it is.

I just don't necessarily agree with that. The weakness may have nothing at all to do with the company. Biotechs ebb and flow, sometimes significantly, for no reason at all. Could be a larger shareholder or fund selling or something else. I don't think we can say anything with any certainty.

LOL. If you loved it at $3, you gotta love it at $2. And, if you really loved it at $2, you're gonna really love the thing at $1.00....etc etc etc.

If it's at $1 and nothing has fundamentally changed, then, yes, I'd love it.

You and I might have missed it because we haven't paid consulting fees to doctors in the study

Well, Conway bought a nice little chunk in the past month. I doubt he'd do that if he knew something negative. Anyways, I may turn out to be wrong on ARRY. I've been wrong before and I'll be wrong again. But, my opinion on the stock isn't changing just due to share weakness. We can revisit after all of the MEK data is out this year (next big fundamental event for ARRY).